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Equipment Finance Portfolio Leader

Equipment Finance Portfolio Leader

USA JobsMinneapolis, MN, US
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Commercial Lending Portfolio Manager

Financial Institution in the Minneapolis area is seeking a leader to help manage a current team of six. The right professional leader will have experience managing a commercial or business banking team. Focus would be on innovation, process improvement, procedures, and some project management skills.

The Commercial Lending Portfolio Manager manages the commercial loan portfolio to ensure a high level of quality. This position leads Portfolio Specialists, monitors loan covenants, prepares and monitors department reports, monitors defaults and delinquency, prepares materials for yearly exams, services participation loans, and maintains compliance with regulations, policies, and procedures. This position is also responsible for providing assistance with various commercial lending tasks as needed and demonstrating a strong internal and external customer service focus throughout.

Expectations Include :

  • PC proficiency with Microsoft Office Suite, Internet, and Outlook / E-mail or equivalents.
  • Excellent written and verbal communication skills.
  • Proven project management skills in a multi-tasking environment, to include organizing and prioritizing work.
  • Ability to work individually and as a team player, being flexible and dependable.
  • Ability to work in a complex, rapidly changing environment.
  • A high level of professionalism while displaying strong interpersonal skills.
  • Compliance with the Bank Secrecy Act and all its provisions.
  • Ability to pass a pre-employment drug test and various background checks.
  • Regular and reliable attendance at the workplace.

Skills :

Commercial real estate, commercial lines, commercial lending, commercial loan, commercial sales, project management, portfolio management, account management.

Top Skills Details :

Commercial real estate, commercial lines, commercial lending, commercial loan, commercial sales.

Additional Skills & Qualifications :

Bachelor's degree, preferably in Business or related, or equivalent work experience.

5+ years of related experience, preferably in the commercial real estate industry, with an acceptable track record.

3+ years of management experience in a related business environment.

Experience Level : Expert Level

Pay and Benefits :

The pay range for this position is $73,500.00 to $91,500.00 per year. Potential corporate incentive goal is 6%, the annual wage. Paid out semiannually.

In addition, we offer :

  • Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and the longer your tenure, the more PTO you'll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
  • Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks!
  • Workplace Type :

    This is a hybrid position in Plymouth, MN.

    Application Deadline :

    This position is anticipated to close on Oct 9, 2025.

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    Finance Leader • Minneapolis, MN, US