Assistant Portfolio Manager

COMMUNITY NATIONAL BANK•Basehor, KS

2d•Onsite

About The Position

This position is responsible for creating investment packages and managing client expectations and transactions to meet or exceed the clients’ overall objectives.

Requirements

Bachelor’s degree in Finance, Business Management or related field required, master’s degree preferred
3 or more years of experience in loan administration, loan processing, or related field required
Exceptional communication skills along with strong analytical and problem-solving skills
Requires being a team player, reliable, responsible, and dependable to fulfill the obligations of this role

Nice To Haves

Experience as Portfolio Manager or similar role preferred
Some understanding of government loan programs

Responsibilities

Manage a loan portfolio including review of loan documents and credit memos ensuring adherence to CNB loan policy and federal lending regulations
Consult with clients to determine lending needs
Provide outstanding customer service to current and potential customers
Compliance - keep up to date with changes to loan policies or the interpretation of or loan policies, and coordinate communication of these changes to relevant personnel in your location
Understand, educate, and advise clients on current market conditions and economic trends that impact their accounts
Coordinate lending functions with the Market President and assist Market President as needed
Ensure Loan Officer’s documentation of delinquent, problem loans and loan requests that require Loan Committee attention in customer files
Complete ongoing training to improve job performance and share knowledge gained with other bank personnel
Be an active member of the Loan Committee
Maintain required loan reporting as designated by the Market President and CEO for the Board of Directors.
Support internal and external auditors and bank examiners during reviews
Uses experience and sound judgment to plan and accomplish goals
Other duties as assigned
Support CNB’s strong relationship culture through quality customer service and superior product knowledge
Provide superior customer service by resolving problems efficiently and responding timely
Identify and implement solutions to problems in general and urgent matters
Actively seek to add and enhance knowledge regarding developments and current trends in the industry
Seek counsel of supervisor on issues as appropriate
Work collaboratively with staff to maintain a team environment
Flexible to accept additional assignments as requested by leadership
Cross train for other positions to cover when necessary
Professionalism while representing CNB (onsite, professional and community events and via communications)
Participate and attend meetings as requested
Recommend policies and procedures as it relates to area of responsibility
Timely responses to inquiries for information to customers, staff and vendors
Answer telephone calls and provide a prompt response
Follow CNB’s policies and procedures
Other duties as assigned