Quad City Bank & Trust · 4 months ago
Portfolio Manager II
Cedar Rapids Bank & Trust
Full-time
Onsite
Mid Level
3+ years expQuad City Bank & Trust is seeking a Portfolio Manager II to oversee a commercial loan portfolio, ensuring high-quality client service and compliance with loan agreements. The role involves assisting with credit presentations, monitoring loans, and providing leadership within the credit administration team.
BankingCommunitiesFinancial ServicesVenture Capital
Responsibilities
Assist loan officers with timely and accurate completion of commercial credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements
Provide assistance in the pre-closing and post-closing due diligence as required by Loan Policy, the loan approval, and/or other interests such as SBA or USDA
Monitor compliance with loan agreements by working with the Commercial Banker and clients to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions
Serve as a back-up to the Commercial Bankers as appropriate, including attending Loan Committee, handling client service issues, and coordination/handling of loan closings
Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors
Provide leadership, guidance and training to other credit administration personnel as assigned
Demonstrate a willingness to assist the department with special projects and reporting as assigned
Administer more complex portfolios and/or alignments
Provide timely and effective responses to servicing needs
Complete all required training and comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of diversity, equity, and inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values
Qualification
Required
Bachelor's degree in accounting, business, finance, or related field preferred
Minimum of 3-5 years' experience in credit analysis, commercial banking, or other relevant banking experience
Proficient in MS Office products (Word, Excel, Power Point)
Strong verbal, written and interpersonal communication skills
Strong math skills, and ability to organize and analyze complex financial information
Ability to develop and maintain internal and external relationships
Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner
Capability to work independently in a fast-paced environment with minimal supervision
Company
Quad City Bank & Trust
Quad City Bank & Trust is a full-service community bank in Iowa.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John A.
Chief Executive Officer
Laura Ekizian
Executive Vice President, Chief Relationship Officer
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