Portfolio Manager 2 - Digital Assets
About The Position
The Digital Assets Group Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the onboard of Blockchain and Digital Asset Business Deposit Accounts in compliance with the Bank's Digital Asset Group policies and procedures. The Portfolio Manager will manage deposits to ensure customer and sector-related risks are responsibly monitored and identified. This position will assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable deposits. The Portfolio Manager is responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis. Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees. Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.
Requirements
- 4+ years of related experience in Portfolio Management or similar field.
- Bachelor's degree or equivalent experience required.
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate knowledge of commercial credit and loan structuring, and pricing dynamics.
- Credit analyst training completed.
- Intermediate speaking and writing communication skills.
Responsibilities
- Analyzing, structuring, underwriting, and coordinating the onboard of Blockchain and Digital Asset Business Deposit Accounts.
- Managing deposits to ensure customer and sector-related risks are responsibly monitored and identified.
- Assisting in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable deposits.
- Assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
- Interfacing with clients in-person, over the phone and email to assess their credit needs and determine the best structure and items needed for analysis.
- Gathering and analyzing necessary information to present a financing request to senior management or Loan Committee for approval.
- Coordinating processing of approved loans; ensuring loans are processed according to agreement, customer needs and conform to Bank lending policies.
- Obtaining sufficient information and/or documentation from customers.
- Assisting in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
- Reinforcing superior customer service through your own example along with appropriate follow-through with involved customers and employees.
- Handling various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- Great 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Opportunity to bolster business knowledge
- Learning the ins and outs of how successful companies operate and manage their finances
- Invaluable hands-on experience to help grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
