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Community Banks of Colorado · 2 months ago

Middle Market Banking - Portfolio Manager II

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

Community Banks of Colorado is committed to fairness and simplicity in banking, aiming to make a positive impact in the communities they serve. The Portfolio Manager II will be responsible for managing client relationships, supporting business development, and ensuring compliance with banking regulations while working collaboratively with various teams within the bank.

BankingCommunitiesFinanceFinancial Services

Responsibilities

Support Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis

Coordinate calling efforts on identified prospects with Bank team partners

Manage profitable client relationships

Assist in cross-selling of the Bank’s lending, depository and treasury management products

Assist in the review and structuring of large complex transactions

Present deals to credit officers

Negotiate credit terms and legal documentation with clients and referrals

Lead underwriting on loan presentations

Ensure the overall success and growth of an assigned portfolio

Deepen relationships of existing clients

Acquire new clients

Monitor operating performance of existing portfolio of clients

Review monthly/quarterly financial statements

Complete renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations

Monitor client relationship for compliance with credit standards

Participate in community and business functions

Establish referral contacts within the community

Maintain current knowledge and consistent compliance with regulations and bank policies

Qualification

Specialty banking experienceCredit knowledgeFinancial statement analysisMicrosoft PowerPointMicrosoft ExcelFormal credit trainingSales skillsCommunication skillsOrganizational skillsDecision-making ability

Required

Bachelor's degree in related field or equivalent combination of education and experience

5+ years of relevant experience in specialty or commercial banking

Related specialty banking or finance experience

Preferred

MBA or certification in the field

7+ years of relevant experience in specialty or commercial banking

Industry specific credit background

Moody's Risk Analyst experience

Completed formal credit training program

Strong communication, writing, and sales skills

Benefits

Insurance

401k

An associate stock purchase program

Paid time off

Associate banking perks

Company

Community Banks of Colorado

Community Banks of Colorado provides products and services to commercial, consumer, and small business clients. It is a sub-organization of NBH bank.

Greenwood Village, Colorado, USA

1001-5000 employees

https://www.cobnks.com/

Funding

Current Stage

Late Stage

Recent News

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