Portfolio Manager

First BankCarmi, IL
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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service