Portfolio Manager II jobs in United States
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NBH Bank · 20 hours ago

Portfolio Manager II

NBH Bank is committed to equity, diversity, and inclusion, and offers an opportunity to make an impact beyond the walls of their buildings. As a Commercial Real Estate Portfolio Manager II, you will manage client relationships, support business development, and oversee the performance of an assigned portfolio to ensure compliance with credit standards.

BankingFinanceFinancial Services

Responsibilities

Support Commercial & Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis
Coordination of calling efforts on identified prospects with Bank team partners
Effectively supporting the management of profitable client relationships
Work with other areas in the Bank including Credit, Loan Operations and Executive Management
Cross-selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients
Assisting 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
Reviewing monthly/quarterly financial statements
Completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations
Monitor client relationship for compliance with credit standards
Participation in community and business functions to ensure a positive image for the bank within the regions marketplace
Establishing referral contacts within the community
Build a great rapport with clients and fellow associates
Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position

Qualification

Commercial banking experienceCredit knowledgeFinancial analysisMicrosoft PowerPointMicrosoft ExcelMBACertificationOrganizational skillsCommunication skillsDecision-making

Required

Bachelor's degree in related field or equivalent combination of education and experience
6+ years of relevant experience in commercial banking
Related specialty banking or finance experience
Proficient in Microsoft PowerPoint, Word and Excel
Identify key relationships to achieve strategic goals and provide strong credit knowledge
Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients
Well-developed and proven organizational skills with ability to utilize time efficiently
Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results

Preferred

MBA or certification in the field
10+ years of relevant experience in commercial banking
Agribusiness credit background
Moody's Risk Analyst experience
Completed formal credit training program

Benefits

Insurance
401k
An associate stock purchase program
Paid time off
Associate banking perks

Company

NBH Bank

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NBH is a bank holding company that provides banking and financial services to individual and corporate customers.

Funding

Current Stage
Late Stage

Leadership Team

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Aldis Birkans, CFA
Chief Financial Officer
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Bill B.
Chief Compliance Officer
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Company data provided by crunchbase