WesBanco · 1 day ago
Portfolio Manager 2 - Commercial Admin Total Bank
Defiance, OH
Full-time
Onsite
Mid Level
3+ years expWesBanco Bank, Inc. is seeking a Portfolio Manager 2 to support the job activities of Commercial Bankers. The role involves acting as a liaison between lending sales personnel and service support groups, while providing administrative and follow-up support for commercial loan and deposit relationships.
BankingFinanceFinancial Services
Responsibilities
Supports the job activities of Commercial Bankers
Acts as a liaison between lending sales personnel, the commercial operation and service support groups, and performs various customer service roles related to administration and follow-up support for commercial loan and deposit relationships
Practices the standards of the Bank's Mission, Vision and Pledge
Understands the various types of commercial loan products and services offered by the Bank
Maintains a working knowledge of the Bank's loan processing system and credit approval process
Coordinates underwriting and processing of new loan requests and modifications with Credit Risk Management
Engages, coordinates and reviews third party reports (appraisal, environmental, inspection)
Attends joint meetings with Commercial Bankers, as applicable
Inputs information into lending system in conjunction with and on behalf of the Commercial Banker
Facilitates deal submissions of all credit requests into commercial processing software; utilizing checklists to confirm all information is collected and due diligence is complete
Assists the Commercial Banker in supporting the commercial loan closing process including communicating with Commercial Administration Support Analyst, and coordinating activities of outside service providers including attorneys, accountants, insurance providers and government agencies
Under the guidance of the Commercial Banker: helps with collecting documents and assists in collecting and maintaining updated financial and other information required for new loans and modifications to provide excellent customer service
Provides timely response to questions from customers and internal departments
Handles customer situations/problems in a professional and confidential manner
Attends sales or closing meetings with the Commercial Banker
Reviews checklists and loan closing documents to work toward funding the loan
Prepares modifications for material client loan changes
Assists in addressing and obtaining a resolution to exception items with the Commercial Banker
Performs other duties as assigned
Qualification
Required
High School Diploma or GED required
Ability to coordinate and/or manage multiple tasks in various stages is imperative
Good time management skills
Willingness to provide a level of service which will clearly differentiate us from our competitors
Professional demeanor in appearance, interpersonal relations, work ethic and attitude
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers
Ability to work with others in a team environment and under occasional time constraints is a necessity
Employee must be willing to learn, understand and promote Bank products and services
Ability to maintain confidentiality is required
Ability to utilize Microsoft Office software
Ability to learn commercial banking software
Preferred
Solid understanding of all aspects of commercial lending, documentation and servicing. Must be able to recognize what is missing or needed
Previous formal credit training or proven strong credit analysis skills, preferred
Ability to read, analyze and interpret Commercial Construction Loan documents including notes, mortgages and construction loan Agreements
Experience in analyzing financial statements from commercial clients to determine what is needed
Experience in reviewing covenants to understand if the loan will be able to meet those covenants
Experience with commercial draw agreements and make independent decisions to determine if it is the correct draw amount and if not must be able to call the client and explain the reasoning
Must have experience working independently with the credit and underwriting personnel
Bachelor's Degree in Business Administration preferred
Minimum of three years of relevant banking experience preferred
Experience with commercial lending systems and loan documentation preferred
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
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