Busey Bank
Commercial Portfolio Manager II
Busey Bank, Joliet, Illinois, United States, 60432
Position SummaryThe Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank's relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors. The Portfolio Manager will report to the Market President or a Relationship Manager II.
Duties & Responsibilities
The Portfolio Manager will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as; Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing,Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related itemsPrepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIsIdentify and make referrals to other business lines and departmentsCollaborates and communicates with internal/external clients regarding both sensitive and routine mattersExternal networking and community involvementMake presentations on specific loans and participate in the bank's loan approval processOffer approval recommendation based on credit structure fundamentalsGrow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.Negotiate credit transactionsService existing customer relationships to maximize profitabilityEducation & Experience
Knowledge of:Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and complianceNeeds based sales and customer service skillsStrong oral and written communication skillsRequires knowledge of Microsoft OfficeAbility to:Gather pertinent information and make recommendations for considering new opportunitiesStay abreast of industry, market trends and informationAnalyze and interpret numerical dataPerform duties with frequent interruptions and time pressures in highly interruptive conditionsEducation and Training:Requires a 4-year college degree with an emphasis in Accounting or Finance.Requires 5 or more years of banking, finance or sales related experience.At least 3 years' experience in credit analysis or underwriting preferred.Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Duties & Responsibilities
The Portfolio Manager will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as; Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing,Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related itemsPrepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIsIdentify and make referrals to other business lines and departmentsCollaborates and communicates with internal/external clients regarding both sensitive and routine mattersExternal networking and community involvementMake presentations on specific loans and participate in the bank's loan approval processOffer approval recommendation based on credit structure fundamentalsGrow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.Negotiate credit transactionsService existing customer relationships to maximize profitabilityEducation & Experience
Knowledge of:Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and complianceNeeds based sales and customer service skillsStrong oral and written communication skillsRequires knowledge of Microsoft OfficeAbility to:Gather pertinent information and make recommendations for considering new opportunitiesStay abreast of industry, market trends and informationAnalyze and interpret numerical dataPerform duties with frequent interruptions and time pressures in highly interruptive conditionsEducation and Training:Requires a 4-year college degree with an emphasis in Accounting or Finance.Requires 5 or more years of banking, finance or sales related experience.At least 3 years' experience in credit analysis or underwriting preferred.Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.