Talent.com
Commercial Portfolio Manager II

Commercial Portfolio Manager II

Busey BankNaperville, IL, United States
10 days ago
Job type
  • Full-time
Job description

Position Summary

The Commercial Portfolio Manager II provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank's relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors. The Portfolio Manager will report to the Market President or a Relationship Manager II.

Duties & Responsibilities

  • The Portfolio Manager will be familiar with the relationships / borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as; Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing.
  • Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items
  • Prepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIs
  • Identify and make referrals to other business lines and departments
  • Collaborates and communicates with internal / external clients regarding both sensitive and routine matters
  • External networking and community involvement
  • Make presentations on specific loans and participate in the bank's loan approval process
  • Offer approval recommendation based on credit structure fundamentals
  • Grow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.
  • Negotiate credit transactions
  • Service existing customer relationships to maximize profitability

Education & Experience

  • Knowledge of :
  • Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance
  • Needs based sales and customer service skills
  • Strong oral and written communication skills
  • Requires knowledge of Microsoft Office
  • Ability to :
  • Gather pertinent information and make recommendations for considering new opportunities
  • Stay abreast of industry, market trends and information
  • Analyze and interpret numerical data
  • Perform duties with frequent interruptions and time pressures in highly interruptive conditions
  • Education and Training :
  • Requires a 4-year college degree with an emphasis in Accounting or Finance.
  • Requires 5 or more years of banking, finance or sales related experience.
  • At least 3 years' experience in credit analysis or underwriting preferred.
  • Knowledge of :

    Strong oral and written communication skills

    Strong organizational skills

    Excellent time management

    Strong Computer skills, including proficiency with Microsoft Office products, and other proprietary bank systems

    Ability to :

    Multi-task and work independently

    Perform duties under frequent time pressures

    Complete work with frequent interruptions

    Handle difficult problems involving multiple facets and variables in non-standardized situations

    Education and Training :

    Requires High School diploma; continued education such as Associates Degree preferred.

    Requires a minimum of 5 or more years of loan coordinating experience. Capable of handling a pipeline of 20+ loans at any given time.

    Strong knowledge of C&I, and CRE lending processes and procedures.

    Requires previous exposure to attorney prepared documentation and commercial construction.

    Can be designated as Team Lead based on need and Regional Manager's / RP's determination; previous supervisory experience preferred.

    Compensation and Benefits

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

    (Base Pay Range : $9 1,000 - $115,000 annual )

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

    Equal Opportunity

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.

    Unsolicited Resumes

    Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

    Create a job alert for this search

    Portfolio Manager Ii • Naperville, IL, United States

    Related jobs
    • Promoted
    Portfolio Reviewer

    Portfolio Reviewer

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Portfolio Reviewer.Key Responsibilities Overlay accounts to pre-defined trading models and execute trades based on product guidelines Analyze data for discrepancies be...Show moreLast updated: 1 day ago
    • Promoted
    Senior Portfolio Manager, Commercial Banking

    Senior Portfolio Manager, Commercial Banking

    Wintrust Financial CorporationChicago, IL, United States
    Full-time
    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated so...Show moreLast updated: 30+ days ago
    Commercial Portfolio Manager - Job # 3202

    Commercial Portfolio Manager - Job # 3202

    BritePros Medical StaffingChicago, Illinois, United States
    Full-time
    Quick Apply
    Commercial Portfolio Manager – To $150K – Chicago, IL – Job # 3202.The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value p...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Relationship Manager II

    Commercial Relationship Manager II

    Busey BankMount Prospect, IL, United States
    Full-time
    The Relationship Manager is responsible for managing and maintaining borrowing relationships.This position is responsible for the development of new and existing business through calling programs a...Show moreLast updated: 30+ days ago
    • Promoted
    Power & Utilities Portfolio Manager - VP

    Power & Utilities Portfolio Manager - VP

    Associated Bank - CorpChicago, IL, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 28 days ago
    • Promoted
    Commercial Relationship Manager II

    Commercial Relationship Manager II

    BuseyMount Prospect, IL, US
    Full-time
    The Relationship Manager is responsible for managing and maintaining borrowing relationships.This position is responsible for the development of new and existing business through calling programs a...Show moreLast updated: 30+ days ago
    • Promoted
    Group Portfolio Manager

    Group Portfolio Manager

    CibcChicago, IL, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 26 days ago
    • Promoted
    Product Manager -Banking Solutions

    Product Manager -Banking Solutions

    ServbankOswego, IL, US
    Full-time
    We are looking for a strategic and organized Product Manager to lead the development and delivery of innovative banking solutions. This role combines elements of product management, project manageme...Show moreLast updated: 6 days ago
    • Promoted
    Client Portfolio Manager- Commercial Banking

    Client Portfolio Manager- Commercial Banking

    Bankers' BankElk Grove Village, IL, US
    Full-time
    Bankers' Bank is a growing, state-chartered financial institution with over $1.In addition to specializing in providing correspondent banking products and services to community banks we also pr...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager Impact Accelerators

    Portfolio Manager Impact Accelerators

    ServiceNowChicago, IL, US
    Full-time
    Portfolio Manager Impact Accelerators.It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work.Fast forward to today ...Show moreLast updated: 13 days ago
    • Promoted
    Commercial Real Estate (REIT) Portfolio Manager - AVP

    Commercial Real Estate (REIT) Portfolio Manager - AVP

    Associated Bank - CorpChicago, IL, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Portfolio Manager II

    Commercial Portfolio Manager II

    Fifth Third BankChicago, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...Show moreLast updated: 9 days ago
    • Promoted
    Commercial Portfolio Manager II

    Commercial Portfolio Manager II

    Fifth Third BancorpChicago, IL, US
    Full-time
    Commercial Portfolio Manager II.The portfolio manager is a key member of the coverage team, managing transactions and business portfolio tasks. Portfolio managers are expected to be intimately invol...Show moreLast updated: 8 days ago
    • Promoted
    District Sales Manager

    District Sales Manager

    ValtoChannahon, IL, United States
    Full-time
    With over 70 years of innovative products and services, Valto is the worlds leading provider of FRP composite panels.Our lightweight composite products deliver unsurpassed strength and durability; ...Show moreLast updated: 28 days ago
    • Promoted
    Commercial Portfolio Manager II

    Commercial Portfolio Manager II

    Fifth ThirdChicago, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...Show moreLast updated: 3 days ago
    • Promoted
    Commercial Middle Market Underwriter & Portfolio Manager

    Commercial Middle Market Underwriter & Portfolio Manager

    CibcChicago, IL, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
    Special Assets Portfolio Manager

    Special Assets Portfolio Manager

    Midland States BankChicago, Illinois, United States, 60601
    Full-time
    Special Assets Portfolio Manager.At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized appr...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Portfolio Manager - Chemical

    Senior Portfolio Manager - Chemical

    Middough Inc.Downers Grove, IL, United States
    Full-time
    Senior Portfolio Manager - Position and Responsibilities.As a Senior Portfolio Manager (SFM) with Middough, you will serve as a client account manager and be the primary point of contact for the cl...Show moreLast updated: 30+ days ago