Commercial Portfolio Manager II jobs in United States
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Collegiate Peaks Bank, Division of Glacier Bank · 1 day ago

Commercial Portfolio Manager II

Collegiate Peaks Bank, Division of Glacier Bank is seeking a Commercial Portfolio Manager II to support credit portfolios and deposit relationships. This role involves financial analysis, assisting commercial lending officers, and managing credit risk within assigned portfolios.

BankingCommunitiesFinancial Services
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Responsibilities

Manages an assigned portfolio of credits, anticipating new opportunities, upcoming maturities, annual term loan reviews, and potential problems
Assist in the collection of customer monitoring requirements such as borrowing bases, financial packaging collection, and others as required per loan covenants
Work with loan officer in monitoring performance of individual credit relationships to identify risk and minimize potential losses. Prepares problem loan reports for problem credits. Recommends approval and/or changes in new or existing credit facilities
Supports Relationship Managers in related portfolio management activities, whether related to credit, depository, or other banking services
May Assist Relationship Managers with business development call preparation
Responsible for the ongoing management of the portfolio, including developing a relationship with each client relationship
Assist commercial lending officers with the collection, preparation, pre-underwriting analysis and submission of authorizations
Actively participates in Bank related and community volunteer events as well as business development related activities
Spreads and/or analyzes financial statements and tax returns of potential and existing customers using appropriate tools and credit criteria
Assist commercial lending officers in the collection and review of regulatory compliance items, not limited to but including CRA, Adverse Action and other regulatory compliance requirements
Remain educated about industry trends, community developments, market conditions and regulatory requirements and understand their effect of the banks’ lending criteria
Perform job functions in compliance with all company policies, federal and state rules and regulations as applicable to the position, including, but not limited to BSA/AML, CRA, HMDA, FHLB, OFAC, SOx and GLBA/privacy rules
Other duties as assigned

Qualification

Commercial credit analysisFinancial analysisCredit policy knowledgeMicrosoft OfficeCommunication skillsAnalytical skillsOrganizational skillsAttention to detailSelf-motivationConfidentiality

Required

Undergraduate degree in business, finance, or economics preferred
Two to three years of commercial credit analysis experience preferred
One to three years of commercial loan experience preferred
Extensive knowledge of commercial credit policy, regulations and credit quality standards
Strong analytical skills
Proficient knowledge of Microsoft Office, Word and Excel
Ability to interpret a variety of technical instructions and can deal with multiple variables
Communicate effectively both verbally and in writing with others in a clear, thorough and timely manner
Demonstrate a high level of organization, ability to prioritize and multi-task with attention to detail and accuracy, manage multiple projects, demonstrate self-motivation and ability to follow through with tasks
Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner and maintain credibility with others
Ability to produce work within directed timeframe without compromising integrity or quality of work
Maintain strict confidentiality regarding any information obtained during the course of performing job duties; adhere to Bank policies and procedures regarding confidentiality
Must be willing and comfortable to join lending officers in meetings with existing or prospective bank customers, and have the ability to travel to client meetings in the Denver metro area, when necessary

Benefits

Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays

Company

Collegiate Peaks Bank, Division of Glacier Bank

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Collegiate Peaks Bank, a Division of Glacier Bank, is a growing community bank driven by providing personal and business banking customers with the hands-on, individual attention that only comes from a community bank.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2017-06-06Acquired
Company data provided by crunchbase