Talent.com
Portfolio Manager - BBLC
Portfolio Manager - BBLCNebraska Staffing • Lincoln, NE, US
Portfolio Manager - BBLC

Portfolio Manager - BBLC

Nebraska Staffing • Lincoln, NE, US
3 days ago
Job type
  • Full-time
Job description

Portfolio Manager - BBBLC

As the Portfolio Manager - BBBLC, you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned, and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews, and reaffirmations for the Business Banking and credit portfolios.

How you'll spend your time :

  • You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
  • You will present solutions to credit structure, covenants, financial reporting requirements, and other credit conditions to the Underwriter.
  • You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues, and other portfolio management activities.
  • You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
  • You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint.
  • You will secure financial information and test covenant requirements.
  • You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, lawsuits, and liquidations are properly administered. You may perform site visits if needed.
  • You will address complaints successfully, resolve documentation exceptions, and covenant requirement violations.
  • Other duties as assigned.

We're excited to talk with you if :

  • You possess a Bachelor's Degree in Business, Accounting, Finance, or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience.
  • OR, you have any combination of education and experience that would provide an equivalent background.
  • You demonstrate credit decision making skills and ability.
  • You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results.
  • You demonstrate excellent writing skills to create credit memos.
  • You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers.
  • You demonstrate ability to work independently.
  • You demonstrate proficiency of Excel, and Word to create tables and worksheets for credit memos.
  • Bonus points if :

  • You have previous Business Loan collections experience.
  • You have 2 years' Business Loan credit underwriting.
  • You have knowledge of Capital Stream, FIS / BIS.
  • You have an aptitude to think strategically and envision future state of the portfolio.
  • Application Deadline : November 15, 2025

    Compensation Range : $56,890.00 - $109,270.00

    The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

    UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

    Are you ready to be part of something more? You're more than a means to an enda way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

    UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

    If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

    Create a job alert for this search

    Portfolio Manager • Lincoln, NE, US

    Related jobs
    Portfolio Compliance Associate

    Portfolio Compliance Associate

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Portfolio Compliance and Review Associate.Key Responsibilities Establish controls in Bloomberg AIM to ensure adherence to investment limits and restrictions in ETF disc...Show more
    Last updated: 3 days ago • Promoted
    Manager of Asset Management

    Manager of Asset Management

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Manager, Asset Management responsible for financial and commercial management of renewable energy projects across the United States. Key Responsibilities Support project...Show more
    Last updated: 2 days ago • Promoted
    Travel - MRI Tech

    Travel - MRI Tech

    Titan Medical Group • Crete, NE, US
    Full-time
    WHEN YOU WORK FOR US, WE WORK FOR YOU\n.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment y...Show more
    Last updated: 14 hours ago • Promoted • New!
    Portfolio Manager - Impact Accelerators

    Portfolio Manager - Impact Accelerators

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Portfolio Manager - Impact Accelerators - HRSD.Key Responsibilities Create and maintain a portfolio of Impact accelerators across ServiceNow technical domains Communic...Show more
    Last updated: 3 days ago • Promoted
    AI Portfolio Manager

    AI Portfolio Manager

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for an AI Portfolio Manager.Key Responsibilities Operate the portfolio, maintaining roadmap, capacity plans, and dependency maps Co-own ROI baselines and realization; drive ...Show more
    Last updated: 4 days ago • Promoted
    Asset Manager

    Asset Manager

    TradeJobsWorkForce • 68310 Beatrice, NE, US
    Full-time
    Asset Manager Job Duties : Manages client assets according to investment preferences and goal...Show more
    Last updated: 30+ days ago • Promoted
    Travel - Cath Lab Tech

    Travel - Cath Lab Tech

    Titan Medical Group • Eagle, NE, US
    Full-time
    WHEN YOU WORK FOR US, WE WORK FOR YOU\n.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment y...Show more
    Last updated: 14 hours ago • Promoted • New!
    Portfolio Strategy Director

    Portfolio Strategy Director

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Portfolio Strategy Director to support strategic real estate vision for dynamic client accounts. Key Responsibilities Oversee stakeholder reporting and governance, inclu...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Gpac • Lincoln, Nebraska, United States
    Full-time
    Quick Apply
    A Long-standing, reputable name in the banking industry, is seeking a Relationship Manager.This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, yea...Show more
    Last updated: 30+ days ago
    Principal Product Manager, Finance

    Principal Product Manager, Finance

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Principal Product Manager, Finance Platform (Remote).Key Responsibilities Define product vision, strategy, and roadmaps for fintech capabilities including payment proce...Show more
    Last updated: 2 days ago • Promoted
    Bank Manager

    Bank Manager

    Nebraska Staffing • Beatrice, NE, US
    Part-time
    Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.Understands the needs of BMO customers or prospects to provide sales and service in the best int...Show more
    Last updated: 3 days ago • Promoted
    Director of Portfolio Risk Strategy

    Director of Portfolio Risk Strategy

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Director of Portfolio Risk & Strategy.Key Responsibilities Define and maintain risk appetite frameworks and credit policies for lending activities across international ...Show more
    Last updated: 3 days ago • Promoted
    Finance Manager, Product Business Partner

    Finance Manager, Product Business Partner

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Finance Manager FP&A - Product Business Partner.Key Responsibilities Provide analytical and financial planning support to the Product function Analyze strategies and f...Show more
    Last updated: 4 days ago • Promoted
    NMLS Licensed Wholesale Mortgage Manager

    NMLS Licensed Wholesale Mortgage Manager

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Wholesale Mortgage Sales Manager to lead a team of Account Managers and drive success in the wholesale mortgage channel. Key Responsibilities Lead and coach a team of Ac...Show more
    Last updated: 3 days ago • Promoted
    Risk Portfolio Analytics Manager

    Risk Portfolio Analytics Manager

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Risk Portfolio Analytics Manager.Key Responsibilities Lead the production and delivery of risk reporting for key governance bodies Monitor portfolio performance and de...Show more
    Last updated: 1 day ago • Promoted
    Regional Asset Protection Manager

    Regional Asset Protection Manager

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Regional Manager, Asset Protection in Houston / South Texas.Key Responsibilities Lead and develop Area AP Managers to ensure consistent execution of asset protection prog...Show more
    Last updated: 2 days ago • Promoted
    Senior Director Revenue Cycle

    Senior Director Revenue Cycle

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Senior Director Revenue Cycle, Workforce Management - Remote.Key Responsibilities Lead the Workforce Management team within Revenue Cycle, focusing on performance analy...Show more
    Last updated: 17 hours ago • Promoted • New!
    Credit Bureau Reporting Analyst

    Credit Bureau Reporting Analyst

    VirtualVocations • Lincoln, Nebraska, United States
    Full-time
    A company is looking for a Credit Bureau Reporting Analyst.Key Responsibilities Execute credit bureau reporting and dispute handling processes Collaborate with internal departments to resolve cu...Show more
    Last updated: 2 days ago • Promoted