Corporate Banking Portfolio Manager - Salt Lake City, UT

Zions BancorporationSalt Lake, UT
Onsite

About The Position

Zions Bank is seeking a Corporate Banking Portfolio Manager to manage and service a portfolio of corporate banking loan relationships. This role involves analyzing financial statements, assessing industry risks, determining collateral requirements, structuring and pricing loans, performing credit analysis, monitoring credit performance, and preparing loan presentations. The position also includes reporting on loans, such as past dues, documentation and collateral exceptions, financial performance updates, and portfolio profitability. A key aspect of this role is maintaining and expanding existing client relationships to ensure high customer satisfaction.

Requirements

  • Bachelor's degree in Business, Finance, or a related field.
  • Some experience with corporate banking lending and financial spreading and statements or other directly related experience.
  • Basic knowledge of corporate banking loans, credit, and/or related lending processes and procedures.
  • Knowledge of corporate banking credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
  • Good oral and written communication skills needed to create relationships with clients.
  • Analytical skills needed for lease approvals, credit analysis, and underwriting.
  • Good organizational and problem resolution skills.
  • PC skills required.

Nice To Haves

  • An equivalent combination of education and experience may meet qualifications.

Responsibilities

  • Manages and services a portfolio of corporate banking loan relationships.
  • Spreads and analyzes financial statements.
  • Addresses industry risks.
  • Determines collateral requirements.
  • Structures and prices loans.
  • Performs credit analysis.
  • Monitors credit performance.
  • Prepares loan presentations.
  • Handles reporting on loans, including past dues, documentation and collateral exceptions, financial performance updates, and portfolio profitability.
  • Maintains existing relationships.
  • Expands, builds, and maintains relationships, resulting in a high degree of customer satisfaction.

Benefits

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance
  • Paid Parental Leave
  • Adoption Assistance
  • Health Savings (HSA)
  • Flexible Spending (FSA)
  • Dependent care accounts
  • Paid Training
  • Paid Time Off (PTO)
  • 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match
  • Profit Sharing
  • Competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
  • Employee Ambassador preferred banking products.
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