Portfolio Manager or Business Banker

1 month ago

Waunakee, United States Fortifi Bank Full time
Job DescriptionJob DescriptionDescription:

At Fortifi Bank we believe that each team member is essential to Fortifi Bank’s success. We are looking for a Portfolio Manager or Business Banker in our Waunakee market. The title will depend on the level of experience the candidate brings with them. up to a title of Vice President Business Banking. We see candidates with energy for engaging with others, precise accuracy, and unmatchable organizational skills that will create outstanding results for our clients, our team members, and our organization.


Join us and become part of a team that is dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in our neighborhoods and are committed to these communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.


Job Details (Portfolio Manager):

  • Analyzing credit of the Bank's overall commercial lending portfolio
  • Monitoring portfolio to identify risk
  • Maintaining knowledge of commercial loan products and services
  • Working with the Credit team to collect information for underwriting purposes
  • Drafting proposals and closing loans as needed
  • Monitoring past dues and deficit balances
  • Processing draw requests and disbursing funds as needed
  • Adhering to policies and procedures
  • Interacting directly with the Bank's clients and service providers

Job Details (Business Banker):

  • Overseeing credit administration at the market level
  • Building and maintaining a commercial loan portfolio
  • Originating and managing commercial deposit relationships, including working with our Treasury Management area
  • Reviewing financial statements and monitoring activities
  • Identifying and communicating market opportunities for expansion of services
  • Identifying client needs and suggesting appropriate products/services
  • Educating the team on economic trends and best practices
  • Representing the Bank in community activities
  • Adhering to policies and procedures

Benefits:

  • Health, dental, and vision insurance
  • 401(k) and employer match
  • Paid time off, volunteer PTO, and birthday PTO
  • Annual Incentive Compensation program
  • Life and disability insurance
  • Tuition reimbursement
  • Wellness program
  • Banking perks

Qualifications:

  • 5 years of experience in the commercial lending space
  • Associate or Bachelor's degree in Business, Finance, or Accounting
  • Desire to grow into a Business Banker, if hired as a Portfolio Manager
  • Qualities that align with Fortifi Bank's Core Values
  • Superior client service and communication skills
  • Attention to detail and analytical skills
  • Multi-tasking and time management skills
  • Ability to maintain confidentiality
  • Ability to handle high-pressure situations
  • Ability to successfully complete background and credit check


Requirements:


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