Commercial Portfolio Manager

Commercial Portfolio Manager – To $120K – Greenfield, WI – Job # 3763

The position is responsible for supporting the Bank’s portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management. The opportunity has a generous salary of up to $120K and a benefits package. (This is not a remote position).

• Review loan underwriting and work directly with underwriters to get a complete and accurate loan write-up to the appropriate approval queues.
• Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin the renewal process.
• Supports the growth and development of the assigned commercial lending portfolio by effective portfolio management.
• Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.
• Effectively monitoring portfolio for revenue opportunities and/or loan exposures.
• Support Loan Officers in prescreening potential borrowers and loans, performs due diligence, and proper loan structuring.
• Collaborate with attorneys to review loan documentation for accuracy.
• Prepares lending activity reports for management and loan committee as needed.
• Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.
• Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act, including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
• Maintains current and up-to-date knowledge and continues professional development through training as applicable.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

• Bachelor’s degree preferred.
• 5 to 10 years’ experience in Commercial Lending Portfolio Management.
• Strong knowledge of credit and lending policies.
• Proficient in using PC software tools, including Microsoft Office.
• Banking financial analysis.
• Strong analytical and underwriting skills.
• Strong organizational skills and effective time management.