Small Business Banking Portfolio Manager

Associated Bank•Green Bay, WI

15h

About The Position

The Small Business Banking Portfolio Manager supports the management and ongoing health of existing small business banking relationships through credit monitoring, portfolio management, and renewals. The role partners with bankers, credit teams, and support specialists to deliver a strong client experience while maintaining portfolio quality, operational efficiency, and risk management standards. The position manages the end-to-end renewal process, monitors a portfolio of small business relationships, analyzes financial information, and recommends loan structures based on client needs and credit considerations. It also supports compliant portfolio administration, serves as a liaison among clients and internal partners, reviews required financial documentation, and communicates loan rates, terms, and renewal expectations. Participation in community and business activities is part of promoting a positive presence in the local market.

Requirements

Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
At least 2 years of Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, Credit Approval, or related experience.
Experience analyzing financial information and supporting credit-related decisions.
Strong attention to detail and communication skills.

Nice To Haves

Experience working with small business banking clients and lending products.
Customer-facing experience in banking or financial services.
Experience collaborating across multiple business partners and departments.

Responsibilities

Manage the end-to-end renewal process in partnership with sales, support specialists, and credit teams, ensuring timely completion of credit presentations and renewals.
Monitor and manage a portfolio of small business banking relationships to support portfolio quality, client retention, and relationship growth.
Analyze financial information and recommend loan structures based on client needs and credit considerations.
Ensure portfolio administration and risk management activities comply with established credit policies, procedures, business strategies, and regulatory guidelines.
Serve as a liaison among clients, Relationship Managers, credit partners, and internal business teams to address credit-related inquiries and support relationship needs.
Collect and review financial statements and other required documentation for portfolio management and renewals.
Communicate loan rates, terms, and renewal expectations to clients while delivering a high-quality customer experience.
Participate in community and business activities to promote a positive presence within the local market.
Comply with applicable enterprise policies, procedures, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity, customer complaints, procedure violations, and ethical concerns through the specified channels.