Portfolio Manager

First Bank • Carmi, IL

8d • Onsite

About The Position

The Portfolio Manager helps the bank to fulfill its vision by maximizing the client experience and expanding client relationships.

Requirements

• Knowledge: Bank products, rules, and regulations
• Work experience: 2 years financial services industry or related experience
• Certifications: None required
• Management experience: None required
• Education: Bachelor’s degree in business or related field preferred
• Motivations: Desire to grow in career
• Problem solving
• Computer usage
• Verbal and written communication
• Detail orientation
• Critical thinking
• Sales
• Complaint resolution

Responsibilities

• Through a deep understanding of bank products and services, uncovers needs and makes recommendations to clients and prospects.
• Conducts weekly meetings with Commercial Sales Manager to manage loans in pipeline, past due loans, maturing loans, exceptions, and client needs.
• Communicates with clients and third parties to ensure all information/documentation is received.
• Provides excellent internal customer service by assisting Relationship Managers and Mortgage Officers completing administrative tasks related to origination of new loans and ongoing management of portfolio.
• Develops and builds relationships with clients and serves as primary contact for clients for loan servicing and administrative matters.
• Assists with pre-call plan preparation for existing clients and prospective clients through internal and external research.
• Ensures quality of loan portfolio through report monitoring and tracking and communicating findings to designated RM when applicable.
• Updates company history, current operations, and management portion of the write up on renewal credits.
• Using tax returns or financial statements, identifies opportunities to deepen deposit relationships.
• Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
• Performs other duties as assigned.

Benefits

• competitive salary
• 401K-retirement plan

What This Job Offers

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