Commercial Portfolio Manager I, II or III - Cedar Rapids jobs in United States
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Bankers Trust · 1 month ago

Commercial Portfolio Manager I, II or III - Cedar Rapids

Bankers Trust is committed to meaningful work and community engagement, offering a premier workplace culture. The Commercial Portfolio Manager will assist Commercial Relationship Managers with underwriting and due diligence, maintain existing customer relationships, and ensure compliance with credit quality guidelines.

BankingFinancial ServicesWealth Management

Responsibilities

Assists the Commercial Relationship Managers by requesting and obtaining all information needed from the client or prospect to underwrite the credit request
Assists the Commercial Relationship Managers to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk
Assists the Commercial Relationship Managers in the monitoring of the portfolio which includes, but is not limited to, financial tracking and monitoring maturing notes/annual reviews
Conducts business in compliance with bank policies and procedures, as well as all federal and state laws and regulations
Participates with the Commercial Relationship Managers in meetings to discuss work in process, exceptions, maturing notes, and annual reviews
Participates with the Commercial Relationship Managers in meetings with existing and/or prospective clients
Participates in discussions and subsequent meetings with the commercial lending department, industry specialists, and other interested parties to exchange information and ideas, and to seek to understand the opinions of others
Presents to Senior Loan Committee
Performs other duties as assigned

Qualification

Commercial credit analysisPortfolio managementUnderstanding banking regulationsCustomer relationship managementEffective communication

Required

BA or BS degree in Business, Accounting or Finance
At least two years of relevant commercial credit experience required for Commercial Portfolio Manager I
At least four of relevant commercial credit experience required for Commercial Portfolio Manager II
At least six years of relevant commercial credit experience required, including credit analysis and/or portfolio management for Commercial Portfolio Manager III
Ability to research and understand commercial and commercial real estate lending and banking regulations
Ability to deal effectively with customers and all levels of the bank organization
Commercial credit analysis skills required

Preferred

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Benefits

Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Paid Parental Leave
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employees

Company

Bankers Trust

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Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.

Funding

Current Stage
Late Stage

Leadership Team

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Jack Gonder
Senior Vice President / Market President
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Todd Wishman
EVP/Chief Lending Officer
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Company data provided by crunchbase