Commercial Portfolio Manager I

**Sponsorship not available**

RESPONSIBILITIES

• Assist the lender in structuring and closing loan requests


• Assist the lender in working with the department to collect, analyze, and evaluate loan requests for consideration by the appropriate loan approval authority


• Coordinate loan documentation in consultation with legal counsel


• Administer appraisal ordering process


• Manage annual reviews and renewals, portfolio reviews, financial statement requirements, loan covenants, collateral exceptions, borrowing bases, delinquencies, construction draws and monitoring, and other reporting


• Coordinate execution of deed of trust releases and other security instruments as required


• Identify problems or potential problems with credit information and coordinate with the necessary party to resolve the problems


• Comply with requests from loan review and other internal/external examiners


• Assist existing and new customers with loan requests, inquiries and servicing needs


• Cross sell new services to commercial relationships, working directly with Relationship Managers, Treasury Management, Trust, and other team members as appropriate


• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks


• Deliver a consistent, high level of service within our Serving More standards


• Other duties as assigned

COMPETENCIES

• Demonstrated ability to champion change


• Connects organization to Industry and Community


• Results oriented


• Ability to build collaborative relationships


• Ability to influence others


• Values and seeks out diversity, equity, and inclusion


• Demonstrated empathy and respect for colleagues


• Demonstrated active listening ability


• Demonstrated ability to deliver clearly defined expectations


• Demonstrated ethics and integrity


• Demonstrated drive and purpose


• Demonstrated capacity to learn


• Demonstrated adaptability


• Increased self-awareness

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. 

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

High School diploma or equivalent required

Bachelor's degree in business related area preferred

2+ years experience in a commercial lending environment; preference in underwriting

TRAVEL REQUIREMENTS

Travel within Region and surrounding area to be expected

PHYSICAL REQUIREMENTS

This position must be able to remain in a stationary position a maximum of 50% of the time, constantly operate a computer up to 50% of the time and be able to be in constant communication with coworkers, customers, or stakeholders to discuss and observe facts and data in order to exchange accurate information.