Business Banking Pfl Mgr & Underwriter I

Canandaigua National Bank & Trust • Pittsford, NY • 15h ago

Business Banking Portfolio Manager & Underwriter I

Canandaigua National Bank

Location: Pittsford, NY (Basin Park)

What does a Business Banking Portfolio Manager & Underwriter do?

The Business Banking Portfolio Manager & Underwriter I is responsible for evaluating the underwriting and risk levels associated with the Business Banking Loan Portfolio. This position focuses on underwriting, structuring, servicing and documenting new and renewal credits. In addition, this role is responsible for identifying, gathering and analyzing relevant information to assess credit risk, establish viability of sources of repayment and determine appropriate loan structures. The Business Banking Portfolio Manager & Underwriter I acts as lead underwriter in collaboration with bankers in preparing credit approval memos with recommendations consistent with bank policy that illustrate well-reasoned analysis. This role performs servicing reviews and supports management of the assigned portfolio to identify and minimize risk to the organization. Provides quality customer service, including participation in joint calls on customers, as needed, as well as guidance to branch personnel.

Manages the underwriting and risk levels associated with the Business Banking Loan Portfolio as illustrated by the following:

Manages the annual review of the risk associated with the Business Banking portfolio.

Makes decisions and structures all loan requests for the Business Banking Unit within approved authority levels.

Coordinates loan closings with Relationship Managers.

Offers education and training for Relationship Managers on various credit structures and pricing related issues.

Communicate with internal customers to provide support and to resolve issues.

Responds to inquiries or requests from other bank personnel, customers, etc., within given time frames and within established policy.

Ensuring compliance with operating policies and procedures and outside regulatory requirements.

What is needed to be successful in this role?

A B.S. or B.A. degree in a related field normally required, specialized commercial services education and training.

A minimum of one (1) year experience normally required. Knowledge and experience of Business Banking & Commercial Lending preferred.

Proficient reading, writing, grammar, and mathematics skills

Proficient interpersonal relations and communicative skills

A thorough knowledge of the features and benefits of all bank commercial and retail products and services.

Technical knowledge sufficient to manage a moderate loan portfolio with noncomplex credits

A working knowledge of bank operating policies and procedures which impact commercial services

Technical skills sufficient to provide guidance and training to Branch Managers and other branch personnel.

What makes working at Canandaigua National Bank different?

With "Can" in our name, anything is possible. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.

Paid Holidays, Vacation, and Sick time.

Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).

Training & Development Opportunities.

Tuition Assistance.

Volunteer Opportunities.

Award Winning Wellness program that promotes a solid work/life balance.

Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.

Canandaigua National bank is the only local, full-service, community-owned financial institution in the Rochester area. With "Can" in our name, anything is possible! If you want to be a part of something special, join us today!

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Compensation range: $77,000 - $90,000

The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Similar Jobs

Washington National Tax - Controversy Manager

Deloitte • Rochester, NY • 2d ago

Finance, Accounting & Banking

Are you experienced in federal interest computations? Would you like to assist in resolving federal interest matters involving a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do...

2d ago

Go to Apply

Financial Operations Senior Manager, FP&A

EnPro Associates LLC • Palmyra, NY • 3d ago

Finance, Accounting & Banking

Financial Operations Senior Manager, FP&A - Garlock Division, Enpro Enpro is seeking an FP&A Senior Manager to support Garlock operationswithin theSealing Technologies segment. This high-impact role reports to th...

3d ago

Go to Apply

Senior Analyst, Credit Risk

Broadstone Net Lease • Victor, NY • 3d ago

Finance, Accounting & Banking

The Senior Analyst, Credit Risk will conduct in-depth financial analysis for Broadstone Net Lease. This position will support the timely and accurate production of detailed financial analysis and prepare financial report...

3d ago

Go to Apply

Personal Banker

KeyCorp • Rochester, NY • 3d ago

Finance, Accounting & Banking

Location:70 Lyell Ave - Rochester, New York 14608Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversat...

3d ago

Go to Apply

Human Services Finance Administrator, prov

Monroe County, NY • Rochester, NY • 4d ago

Finance, Accounting & Banking

Full Jobs List Full Exams List Human Services Finance Administrator, prov Location: Rochester, NY Title: Human Services Finance Administrator, prov Deadline: September 15, 2025 5:00pm Salary: $90,262 - $124,944 annually...

4d ago

Go to Apply

Finance Manager - REMOTE

Molina Healthcare • Rochester, NY • 6d ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Responsible for analysis of financial reports, trend, and opportunities. Includes evaluation of and recommendations relating to business opportunities, investments, financial regulations, and...

6d ago

Go to Apply

Accountant II

University of Rochester • Rochester, NY • 6d ago

Finance, Accounting & Banking

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability....

6d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Ontario, NY • 6d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Payable Specialist to join our team on a contract basis in Ontario, New York. The ideal candidate will play a critical role in ensuring accurate, timely payments...

6d ago

Go to Apply

Finance & Operations Sr Mgr, SMD GEPA

University of Rochester • Rochester, NY • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Payroll Specialist

Robert Half • Rochester, NY • 1w ago

Finance, Accounting & Banking

Description We are looking for a reliable and detail-oriented Payroll Specialist to manage and process payroll for our employees. This role ensures employees are paid accurately and on time while maintaining compliance w...

1w 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.