Commercial Portfolio Manager - Wichita, KS
About The Position
Responsible for the administrative management of assigned commercial loan relationships, including maintaining complete and accurate credit files, monitoring covenant compliance, and supporting portfolio servicing activities. Serves as a resource to Business Loan Officers by coordinating documentation, borrower communication, and loan servicing to ensure alignment with internal policy and regulatory requirements. The role supports loan renewals, reviews, closings, and servicing; monitors portfolio information and risk indicators; assists with past-due, maturing, and watch-list credits; and coordinates construction loan draw processes. The position is based at Meritrust Center in Wichita, Kansas, and is full-time on the day shift. Working conditions include a standard office environment, low to moderate noise, and limited lifting of up to 10 pounds.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Working knowledge of financial statements and lending practices.
- Strong attention to detail, time management, and communication skills.
- Excellent communication and interpersonal skills.
- 2–4 years of experience in commercial loan administration, loan servicing, credit support, or a related banking or financial services role.
- Hands-on experience managing commercial loan portfolios, maintaining credit files, tracking covenants, monitoring exceptions, and ensuring regulatory and policy compliance.
- Ability to coordinate loan renewals, reviews, and closings, including document collection, preparation of credit and servicing materials, and collaboration with internal teams.
- Experience working directly with borrowers to obtain financial statements, tax returns, and other required documentation, with strong follow-up and communication skills.
- Familiarity with construction loan draw processes, collateral monitoring, and risk escalation, including identifying missing information, past-due items, maturities, and watch-list credits.
- Experience using core banking or loan systems, such as Fiserv DNA and Wolters Kluwer Cash Suite, to track loans, maturities, ticklers, and exceptions.
- Ability to review borrower financials, including balance sheets, income statements, and tax returns, for completeness, trends, and covenant calculations.
- Ability to review, organize, and maintain complete credit files, including loan agreements, UCC filings, collateral records, and compliance documentation.
- Knowledge of closing processes, including preparing closing checklists, collecting required documentation, and ensuring all conditions are satisfied.
- Ability to identify portfolio risks such as past dues, covenant violations, incomplete files, or declining financial performance and escalate accordingly.
Responsibilities
- Administer assigned commercial loan relationships and ensure credit files, covenants, and compliance requirements are accurate and current.
- Communicate with borrowers to obtain financial statements, tax returns, and other required documentation.
- Coordinate materials for renewals, reviews, and loan servicing activities.
- Monitor portfolios for missing information, exceptions, and upcoming maturities, and escalate issues as appropriate.
- Support loan closing, servicing, and documentation processes to ensure completeness and accuracy.
- Assist in managing past-due, maturing, and watch-list credits according to established procedures.
- Conduct or assist with collateral inspections and site visits as needed.
- Partner with internal teams to support overall member relationship management.
- Manage and coordinate construction loan draw processes, including collecting and tracking documentation and communicating with internal and external parties.
- Perform other job duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
