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Commercial Portfolio Manager

Commercial Portfolio Manager

BuseyBloomington, IL, US
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Commercial Portfolio Manager

The Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank's relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors. The Portfolio Manager will report to the Market President or a Relationship Manager II.

Duties & Responsibilities

  • The Portfolio Manager will be familiar with relationships / borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as; perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing.
  • Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items.
  • Prepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIs.
  • Identify and make referrals to other business lines and departments.
  • Collaborates and communicates with internal / external clients regarding both sensitive and routine matters.
  • External networking and community involvement.

Education & Experience

Knowledge of :

  • Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance.
  • Needs based sales and customer service skills.
  • Strong oral and written communication skills.
  • Requires knowledge of Microsoft Office.
  • Ability to :

  • Gather pertinent information and make recommendations for considering new opportunities.
  • Stay abreast of industry, market trends and information.
  • Analyze and interpret numerical data.
  • Perform duties with frequent interruptions and time pressures in highly interruptive conditions.
  • Education and Training :

  • Requires a 4-year college degree with an emphasis in Accounting or Finance.
  • Requires 2 or more years of banking, finance or sales related experience.
  • Compensation and Benefits

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range : $80,000 - $110,000 / year)

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-beingnow and in the years to comeare important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

    Equal Opportunity

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets.

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    Portfolio Manager • Bloomington, IL, US

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