Business Banking Portfolio Manager

SUMMIT CREDIT UNION • Cedarburg, WI • 2h ago

JOB REQUIREMENTS: Description Join our team as a Business Portfolio
Manager and play a key role in helping local businesses thrive. Join our
team as a Business Portfolio Manager and play a key role in helping
local businesses thrive. Current opportunity: \Cedarburg, \Greater
Milwaukee/Racine Provide portfolio support to the Business Relationship
Managers by assisting in the gathering of critical information,
monitoring loan/relationship performance, underwriting and documenting
business loans assigned by VP Market Manager. The Business Portfolio
Manager partners closely with assigned market\'s Business Relationship
Managers to execute on the commercial loan origination strategy by
working directly with prospects, members and centers of influence
(COI\'s) to develop optimal financing structures to address borrowing
needs. Responsible for the management of an assigned lending portfolio,
including evaluation of ongoing credit risk, capacity to repay, adequacy
of collateral, and loan conditions and covenants. Responsible for
handling portfolio member inquiries, resolving issues with business
deposit and loan accounts, delivering exceptional member service, and
ensuring that all processes, procedures, letters, and documentation
within areas of responsibility are contributing to a positive member
experience. Expected Outcomes Members receive outstanding accurate and
timely service. Relationships with Credit and Operations teams are
marked by clear communication and mutual respect. Proactive relationship
management results in minimal administrative delinquent loans. Business
Services is well represented at community events and local non-profits.
Performance metrics demonstrate the attainment of key business
objectives, including portfolio quality. Member experience and
profitability are strengthened through the implementation and promotion
of Business Services initiatives and the fostering of a service to sales
culture. Capability Requirements Bachelor\'s Degree in Business,
Finance, or related field. Three or more years of experience in business
services/banking as credit analyst, portfolio manager, or relationship
manager; or combination of applicable work experience and education.
Professional, well-developed interpersonal skills essential for
interacting with credit union staff and Well-developed mathematical
skills. Ability to work accurately with figures and perform detailed
work with an extremely high degree of precision. Knowledge of business
loan processing and servicing. Knowledge of laws and regulations that
govern member business lending. Ability to interpret and follow written
policies. Ability to work under pressure and multi-task, while
maintaining professionalism and courtesy. Basic knowledge of Microsoft
Word, Outlook and intermediate... For full info follow application
link. Summit Credit Union is proud to be an Equal Opportunity and
Affirmative Action Employer of Veterans, Minorities and Individuals with
Disabilities. *** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/C81CFC4ACA654CA3

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