Asset Finance Portfolio Management Team Lead

Citizens • Chicago, IL • 2h ago

Description

The Asset Finance Portfolio Management Team Leader is responsible for the P&L outcomes of the business vertical, which include the credit, documentation and portfolio management functions, with an objective of meeting or exceeding budgeted volume targets while maintaining high credit quality standards / minimizing losses and ensuring the business needs are met in an efficient and compliant manner.

Responsibilities to include:

Develop and manage a team of individuals responsible for credit, portfolio management and documentation within the designated region, including assigning new credit submissions, managing workload responsibilities, ensuring portfolio compliance with all applicable regulatory and commercial credit policy guidelines, and ensuring team has necessary resources to carry out their responsibilities (such as training, head count, system access, etc.). Delegate responsibility for the direction of the vertical while ensuring that the vision of executive management strategy is carried out.

In conjunction with senior management and sales managers, drive new business growth that provides an acceptable return for the bank while minimizing potential credit risk. This position is responsible, along with other senior managers, for the financial results of the business vertical. Prescreen and structure corporate lease and loan transactions for @types of firms in multiple industries, conduct independent credit due diligence, and analyze / underwrite transactions in a timely manner.

Review and decision new credit requests and annual reviews within designated approval authority ensuring compliance with all commercial credit policy and AF guidelines.

Provide outstanding service levels to external / internal customers as well as develop positive rapport with senior credit management and credit counterparts across Citizens Bank.

Manage and monitor a small portfolio of customer relationships in accordance with commercial credit policy guidelines. Complete quarterly and/or annual reviews within required timeframes, update and maintain required customer relationship data within CRM Dashboard, prepare memorandums and obtain approval for any changes or modifications to customer facilities and perform all other portfolio management responsibilities as required or necessary (such as exposure management plans, lease renewals, etc.).

Monitor performance of the ongoing changes and solicit feedback from the internal customers in an effort to refine the structure appropriately. This will be accomplished through regularly scheduled meetings with key individuals.

Requirements:

Bachelor's degree in Finance, Accounting, Marketing or other related field

Strong verbal and written communication skills, organization and interpersonal skills. Ability to hit deadlines, manage and prioritize multiple initiatives and deliver on commitments in a high volume environment.

10-15 years of Commercial Banking Portfolio Management required

3+ years of Equipment Finance/Asset Finance industry experience

Prior management and mentoring skills required

Hours and Work Schedule:

Hours: 40+

Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

05/30/2025

Go to Apply

Flexible Consumption Billing Implementation Senior Consultant

Deloitte • Chicago, IL • 19h ago

Finance & Accounting

Flexible Consumption Billing Implementation Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative A...

19h ago

Go to Apply

Senior Actuary - Middle Market

CVS Health • Chicago, IL • 1d ago

Finance & Accounting

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions compan...

1d ago

Go to Apply

Finance Manager

Reyes Holdings • Chicago, IL • 1d ago

Finance & Accounting

Position Responsibilities: The Finance Manager supervises the financial planning and analysis activities of the organization and leads the development of annual operating plans, divisional budgets, business plans, and qu...

1d ago

Go to Apply

SAP Finance Lead

Deloitte • Chicago, IL • 1d ago

Finance & Accounting

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced SAP Finance Lead you will have the ability to share new ideas and collaborate on projects as a...

1d ago

Go to Apply

Project Accountant

Insight Global • Chicago, IL • 1d ago

Finance & Accounting

Job Description Insight Global is seeking a temporary Project Accountant to assist a large retail/healthcare client in Chicago, IL / Deerfield, IL. This team works directly within Retail Property Management. They mostly...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.