Commercial Portfolio Manager

Busey Bank • Dallas, TX

2d

About The Position

The Commercial Portfolio Manager provides a positive customer experience by managing client relationships and using the full suite of Busey products and services. The role maintains a compliant, clean loan portfolio in partnership with the credit and loan coordination teams. It supports relationship management and credit decisions by conducting preliminary financial analyses and contributing input to loan decisions based on evaluation of key factors.

The Portfolio Manager knows the relationships and borrowers in the assigned portfolio and proactively manages the portfolio to ensure adherence to credit policy. The role handles routine and non-routine client servicing and risk-related matters, prepares call plans and relationship reviews, identifies referrals to other business lines, collaborates with internal and external clients, and participates in external networking and community involvement.

Requirements

• Four-year college degree with an emphasis in Accounting or Finance.
• Two or more years of banking, finance, or sales-related experience.
• Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance.
• Needs-based sales and customer service skills.
• Strong oral and written communication skills.
• Knowledge of Microsoft Office.
• Ability to gather pertinent information and make recommendations when considering new opportunities.
• Ability to stay abreast of industry and market trends and information.
• Ability to analyze and interpret numerical data.
• Ability to perform duties with frequent interruptions and time pressures in highly interruptive conditions.

Responsibilities

• Manage client relationships and provide a positive customer experience using Busey products and services.
• Maintain a compliant and clean book of business in partnership with credit and loan coordination teams.
• Conduct preliminary financial analyses and contribute input to credit and loan decisions.
• Proactively manage assigned portfolio relationships and borrowers to ensure adherence to credit policy.
• Complete required portfolio actions, including preliminary financial analysis, addressing industry risks, and reviewing collateral requirements, loan structuring, and pricing.
• Independently handle routine and non-routine customer servicing matters and risk-related items.
• Prepare call plans and relationship reviews for individual and joint calls to prospects, clients, and centers of influence (COIs).
• Identify and make referrals to other business lines and departments.
• Collaborate and communicate with internal and external clients on sensitive and routine matters.
• Participate in external networking and community involvement.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, and vision benefits
• Company-paid life insurance and long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts and flexible spending accounts for eligible associates
• Role may be eligible for bonus or incentives based on company and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level