Bridgewater Bank · 1 day ago
Portfolio Manager
Saint Louis Park, MN
Full-time
Hybrid
Mid Level
$83K/yr - $105K/yr
3+ years expBridgewater Bank is on a mission to be the finest entrepreneurial bank in the Twin Cities. They are seeking a driven and customer-focused Portfolio Manager to manage and develop loan and deposit relationships while balancing risk and reward for the bank.
BankingFinanceFinancial ServicesReal Estate
Responsibilities
Assist Bankers with the loan origination process:
Attend client meetings and property visits for prospective clients
Complete initial underwriting for Banker review
Prepare pre-flight presentations for approval
Draft loan proposals for client review
Collect financial statements and documentation needed for underwriting
Request credit presentations from the Analyst Group
Act as the primary contact for questions during underwriting
Ensure loan structure and reporting requirements adhere to the Bank’s Credit Policy
Review final presentations prior to submission for approval
Ensure any change-memos needed prior to closing are completed
Assist Bankers in the ongoing management of the team’s loan portfolio:
Respond to client inquiries and keep bankers apprised of client activity
Attend client meetings and complete site inspections
Collect financial information for loan renewals, covenant testing and annual reviews
Complete covenant waiver proposals for Loan Committee
Prepare repricing comments for Loan Committee
Assist bankers with monitoring of past due loans and real estate taxes
Work with bank management on special projects related to monitoring and managing of portfolio risk
Attend networking functions and various industry events
Develop an expertise in the loan closing process to include knowledge of all proper loan documentation and borrower entity documents as well as due diligence items such as title insurance, appraisals, environmental reports, and other items necessary to properly fund a loan
Gain the understanding of how to structure, negotiate, and price new loans and renewals to maximize bank profitability
Obtain knowledge of various loan and deposit programs and bank products
Maintain knowledge of all supporting software, compliance, policies and procedures as they relate to the loan department
Adheres to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA
Qualification
Required
Bachelor's degree in finance, economics, business or related field
3+ years related banking experience
Superior analytical/reasoning skills
Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
Excellent written, verbal, and interpersonal communication skills
Ability to think critically, solve problems, make decisions and build trust across the organization
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
Company
Bridgewater Bank
Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$120.43MKey Investors
Castle Creek Partners
2025-06-24Post Ipo Debt· $80M
2018-03-14IPO
2017-07-24Series Unknown· $25M
Leadership Team
Jerry Baack
Founder, President, Chief Executive Officer and Chairman of the Board
Joe Chybowski
President & Chief Financial Officer
Recent News
2026-01-05
2025-09-15
Company data provided by crunchbase