Commercial Portfolio Manager
hace 4 semanas
We are seeking a skilled Commercial Portfolio Manager to join our team in Columbus or Marion, Ohio. As a key member of our commercial banking team, you will be responsible for managing a portfolio of assigned relationships, ensuring adherence to bank policies and procedures, and maintaining sound risk management practices.
Key Responsibilities
- Manage a portfolio of assigned relationships, including client meetings, analysis, and evaluation of client financial and collateral performance.
- Develop and maintain effective relationships with clients, including regular onsite visits and periodic telephone calls.
- Proactively review client financial needs and develop comprehensive understanding of client requirements.
- Maintain credit quality of assigned portfolio, working with credit partners to complete loan approval forms and review borrower financial and collateral performance.
- Participate in new deal process, including preparation of opportunity memos and deal models.
- Integrate activities with Collateral Monitoring Group to ensure bank is aware of client collateral reserves, rates of advance, and other aspects impacting bank's collateral position.
- Prepare and participate in periodic portfolio reviews with management, reporting on borrower financial performance, key collateral trends, and risk management issues.
- Perform sales activities, including client prospecting, cross-LOB referrals, and account administration.
Requirements
- 5+ years of experience working with commercial banking.
- Customer service mindset and personality.
- Experience as a commercial credit underwriter or loan officer.
- Familiarity with loan documentation and credit structures.
- Self-sufficient and able to work independently.
Preferred Qualifications
- Experience with nCino.
- Preferred experience in loan or credit documentation.
- Preferred experience with a community bank.
About Us
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
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