Hillcrest Bank · 1 day ago
Commercial Real Estate - CRE Portfolio Manager II
Hillcrest Bank is committed to building strong relationships and promoting equity, diversity, and inclusion in the communities they serve. As a Commercial Real Estate Portfolio Manager II, you will manage client relationships, support business development efforts, and oversee a portfolio of clients while ensuring compliance with banking regulations. The role involves coordinating with various bank departments, underwriting loan presentations, and participating in community functions to enhance the bank's image.
Banking
Responsibilities
Support Commercial & Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of 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, cross-selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients, and 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 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 and 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
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
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
Hillcrest Bank
Hillcrest Bank is a company that offers banking solutions.
Funding
Current Stage
Late StageRecent News
Idaho Business Review
2025-03-06
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