Corporate Banking Portfolio Manager - Salt Lake City, UT
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 financial statement analysis, industry risk assessment, loan structuring and pricing, 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
- Requires a bachelor's degree in Business, Finance or a related field and some experience with corporate banking lending and financial spreading and statements or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- 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.
Responsibilities
- Manages and services a portfolio of corporate banking loan relationships.
- Spreads and analyzes financial statements.
- Addresses industry risks, collateral requirements, loan structuring and pricing.
- Performs credit analysis.
- Monitors credit performance and 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, with a resulting high degree of customer satisfaction.
Benefits
- Medical, Dental and Vision Insurance
- 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
- 401(k) plan with company match
- Profit Sharing
- 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
- Employee Ambassador preferred banking products
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
