CB Portfolio Specialist II

Corporate Banking Relationship Manager

Assists Corporate Bankers and Portfolio Managers in managing existing Corporate Banking relationships. Acts as a contact person when the Corporate Banker and / or Portfolio Manager are not immediately available and provides direct client service. Expands or deepens client relationships by identifying client needs and making proper introductions to business partners. Ability to work independently to support more complex Corporate clients. Coordinates closings for new loans and modifications with guidance from the Corporate Banker. Works closely with the Corporate Banker and Portfolio Manager to ensure the risk management of each client relationship complies with policy and procedure, as well as commercial and regulatory guidelines.

Essential Job Responsibilities Assists Corporate Bankers and Portfolio Managers in managing existing relationships by performing the following :

• Collects and tracks all required financial information for the Credit Department to prepare an analysis.
• Reports collection activity to management in a timely manner.
• Acts as a contact person when the Corporate Banker and Portfolio Manager are not immediately available.
• Provides direct service to commercial clients on all of their banking needs with respect to deposit, loan and other miscellaneous products and services, including :
• Answering questions on loans and other accounts, assisting with loan payments and collecting past due loan payments.
• Processing advances from lines of credits or multi disbursement credits; preparing and initiating wire transfers.
• Performing client verification for ACH and Wire Overlimit requests.
• Working with branches to set up accounts or other services and introducing clients to branch staff.
• Researching issues, providing solutions and preparing maintenances.
• Working with Treasury Management on client issues, as needed.
• Builds client relationships by identifying client needs, recognizing cross-sell opportunities and communicating to Corporate Banker and / or making proper introductions to business partners.

Loan Origination System (Abrigo) front-end input of new loan requests. LOS line of business "expert."

Assists in the cross-training of new Corporate Bankers and Portfolio Managers on various Bank systems.

Active member of Regional Relationship Team meetings.

Coordinates loan and modification closings by performing the following :