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Cedar Rapids Bank & Trust · 2 days ago

Portfolio Manager II

Cedar Rapids, IA

Full-time

Onsite

Mid Level

3+ years exp

Cedar Rapids Bank & Trust is committed to fostering a diverse and inclusive workplace, and they are seeking a Portfolio Manager II to oversee a commercial loan portfolio. This role involves client service, underwriting, closing activities, and monitoring compliance with loan agreements.

BankingConsultingFinanceFinancial ServicesWealth Management

Culture & Values

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

Credit analysisCommercial bankingMS Office proficiencyFinancial analysisInterpersonal communicationOrganizational skillsTeam collaborationIndependent work