Old Second National Bank · 1 month ago
AVP/VP Portfolio Manager (Healthcare Commercial Banking)
Chicago, IL
Full-time
Hybrid
Mid Level
$95K/yr - $135K/yr
3+ years expOld Second National Bank has been serving the Chicago area for over 150 years and is committed to community and growth. The Healthcare Portfolio Manager will support a banking team with portfolio management, client interactions, and ensure compliance with banking policies while fostering client relationships.
BankingFinanceFinancial Services
Responsibilities
Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Some focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking
Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures
Engages in co-management of client relationships with a focus on client financial analysis
Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group
Supports the Loan renewal process by collecting and reviewing client financial information to support approvals
Prepares CAMs with credit oversight
Assesses and clears past due collateral exceptions
Partners with Commercial Relationship Manager liaising with bank clients, the Commercial Credit team, Commercial support/operations and internal/external business partners
In partnership with Commercial Relationship Manager, identifies and engages with clients in support of Bank's portfolio management efforts
Participates in loan approval process by contributing to the creation of Loan Committee presentations
May visit clients with Commercial Relationship Manager as appropriate
Work closely with Banking Team CLA's to clear exception items, board new business and move client relationships forward
Qualification
Required
Bachelor's degree in Accounting, Business, Finance or related field
Three or more years of formal commercial credit experience (for AVP level)
Five or more years of formal commercial credit experience (for VP level)
Direct experience in lending/credit focused in the healthcare specialty (for external candidates)
Working knowledge of balance sheets and income statements
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
General Banking (Credit/Debit) knowledge
Working knowledge of credit underwriting documents
Familiarity of Commercial underwriting guidelines
Consultative skills and client relationship management
Benefits
Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 25% of base salary based various performance components.
Company
Old Second National Bank
Old Second National Bank is a national banking organization that provides commercial, treasury management and retail banking services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$60M2021-04-20Debt Financing· $60M
1993-11-26IPO
Leadership Team
Jim Eccher
Chairman and CEO
Joe Gaffigan
President & Co-Founder O2 Sponsor Finance
Recent News
2025-12-16
MarketScreener
2025-12-09
The Real Deal
2025-11-02
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