Portfolio Manager

A company is looking for a Portfolio Manager Business Services.

Key Responsibilities

Manage day-to-day needs of larger business members and act as the primary contact for their portfolio

Oversee loan processes including originating loans, reviewing applications, and conducting closings

Educate members on financial products and services while ensuring compliance with relevant regulations

Required Qualifications, Training, and Education

3 years of professional experience in a financial setting, preferably in business relationship management

Associate's degree in business, marketing, finance, economics, or a related field, or equivalent experience

Advanced skills in Microsoft Office Suite and experience with analytical and reporting software

Ability to multi-task and maintain composure in a fast-paced environment

Demonstrated capability in data analytics and business data analysis