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Hillcrest Bank · 1 month ago

Middle Market Banking - Portfolio Manager II

Englewood, CO

Full-time

Onsite

Senior Level

5+ years exp

Hillcrest Bank is committed to equity, diversity, and inclusion, and they are seeking a Portfolio Manager II to support their Middle Market Banking business. The role involves managing client relationships, coordinating with various bank teams, and assisting in the structuring of complex transactions.

Banking

Comp. & Benefits

No H1B

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

Effectively support the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management

Assist the industry team in cross-selling of the Bank’s lending, depository and treasury management products to new and existing bank clients

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 ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients

Manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards

Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community

Build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position

Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements

Qualification

Commercial banking experienceCredit knowledgeFinancial statement analysisMicrosoft PowerPointMicrosoft ExcelSales skillsCommunication skillsOrganizational skills

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

Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours)

Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday

Must be able to work overtime to the extent necessary

Must be able to work additional hours outside routine business hours to the extent necessary

Must be able to travel – estimated at 25% of the time