Community National Bank (Vermont) · 3 weeks ago
Assistant Portfolio Manager
Basehor, KS
Full-time
Onsite
Mid Level
3+ years expCommunity National Bank, founded in 1984, is dedicated to providing local banking services. The Assistant Portfolio Manager is responsible for managing a loan portfolio, consulting with clients, and ensuring compliance with lending regulations while delivering exceptional customer service.
BankingCredit CardsDebit CardsFinancial Services
Responsibilities
Manage a loan portfolio including review of loan documents and credit memos ensuring adherence to CNB loan policy and federal lending regulations
Consult with clients to determine lending needs
Provide outstanding customer service to current and potential customers
Compliance - keep up to date with changes to loan policies or the interpretation of or loan policies, and coordinate communication of these changes to relevant personnel in your location
Understand, educate, and advise clients on current market conditions and economic trends that impact their accounts
Coordinate lending functions with the Market President and assist Market President as needed
Ensure Loan Officer’s documentation of delinquent, problem loans and loan requests that require Loan Committee attention in customer files
Complete ongoing training to improve job performance and share knowledge gained with other bank personnel
Be an active member of the Loan Committee
Maintain required loan reporting as designated by the Market President and CEO for the Board of Directors
Support internal and external auditors and bank examiners during reviews
Uses experience and sound judgment to plan and accomplish goals
Other duties as assigned
Support CNB’s strong relationship culture through quality customer service and superior product knowledge
Provide superior customer service by resolving problems efficiently and responding timely
Identify and implement solutions to problems in general and urgent matters
Actively seek to add and enhance knowledge regarding developments and current trends in the industry
Seek counsel of supervisor on issues as appropriate
Work collaboratively with staff to maintain a team environment
Flexible to accept additional assignments as requested by leadership
Cross train for other positions to cover when necessary
Professionalism while representing CNB (onsite, professional and community events and via communications)
Participate and attend meetings as requested
Recommend policies and procedures as it relates to area of responsibility
Timely responses to inquiries for information to customers, staff and vendors
Answer telephone calls and provide a prompt response
Follow CNB’s policies and procedures
Other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Business Management or related field required
3 or more years of experience in loan administration, loan processing, or related field required
Exceptional communication skills along with strong analytical and problem-solving skills
Requires being a team player, reliable, responsible, and dependable to fulfill the obligations of this role
Preferred
master's degree preferred
Experience as Portfolio Manager or similar role preferred
Some understanding of government loan programs
Company
Community National Bank (Vermont)
A true Vermont community bank with small town roots that is large enough to provide a complete range of creative financial solutions to Vermonters, their businesses, and municipalities.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Louise Bonvechio
Executive Vice President & CFO
Chris Caldwell
Executive Vice President and Chief Lending Officer
Recent News
2025-12-11
vermontbiz.com
2025-10-09
vermontbiz.com
2025-10-09
Company data provided by crunchbase