Commercial Portfolio Manager - AVP

Associated Bank • Milwaukee, WI

3d

About The Position

As a Portfolio Manager, AVP, you will support Middle Market and Corporate Banking relationships through underwriting, credit oversight, and portfolio management. The role focuses on analyzing credit opportunities, monitoring portfolio performance, maintaining strong credit quality, and partnering with Relationship Managers to deepen client relationships and support portfolio growth. You will contribute to future growth objectives while delivering exceptional client support.

You will work closely with Relationship Managers and senior leaders in a collaborative team environment focused on partnership, relationship-building, and professional growth. The role also involves representing the bank in business and community activities and complying with applicable enterprise policies, procedures, laws, and regulations.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
• 2+ years of Commercial, Corporate, or Specialized Banking experience.
• Strong experience in financial statement analysis, underwriting, credit analysis, and portfolio management.

Nice To Haves

• 2+ years managing complex credits.
• Sales experience.
• Formal credit training.
• Chartered Financial Analyst (CFA) designation.
• Valid driver’s license, reliable transportation, and the ability to lawfully drive, if applicable.

Responsibilities

• Analyze financial statements, credit requests, and borrower performance to evaluate lending opportunities and recommend appropriate loan structures.
• Monitor portfolio performance and credit quality, identify risks, and take proactive steps to support ongoing repayment capacity.
• Manage portfolio administration to ensure compliance with credit policies, procedures, and regulatory requirements.
• Partner with Relationship Managers to support client relationships, manage renewals, and deliver responsive banking solutions.
• Assist with due diligence and analysis for new client opportunities and credit recommendations.
• Present credit recommendations and participate in approval processes, as appropriate.
• Identify opportunities to expand client relationships through referrals and cross-selling banking products and services.
• Represent the bank in business and community activities to support relationship development and market presence.
• Comply with applicable enterprise policies and procedures, laws, and regulations, including Bank Secrecy Act requirements.
• Report suspicious activity, customer complaints, procedure violations, and ethical concerns through the designated channels.

Benefits

• 401(k) and pension plans.
• Paid time off to volunteer in the community.
• Diversity-focused Colleague Resource Groups.
• Competitive salaries and professional development and advancement opportunities.
• Well-being programs and incentives.
• Parental leave.
• Employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

What This Job Offers

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