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Portfolio Manager - BBLC
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2025-12-23
Listing for:
UMB Financial Corporation
Full Time
position Listed on 2025-12-23
Job specializations:
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst -
Business
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
** Portfolio Manager - BBBLC,**- You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter.
You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pas dues and other portfolio management activities. You will secure financial information and test covenants requirements.
- Other duties as assigned.
You possess a Bachelor’s Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience. OR, you have any combination of education and experience that would provide an equivalent background. You demonstrate credit decision making skills and ability.
You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results. You demonstrate excellent writing skills to create credit memos. You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers. You demonstrate ability to work independently. You demonstrate proficiency of Excel, and Word to create tables and worksheets for credit memos.
You have previous Business Loan collections experience.
- You have knowledge of Capital Stream, FIS/BIS.UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement;
an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.### The Unparalleled Customer Experience
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