Portfolio Manager

3 days ago

Milwaukee, United States Associated Bank - Corp 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 growth and development are encouraged and supported, then Associated Bank may be the right place for you.

We invite you to view the opportunity below.

As a Portfolio Manager, you will be responsible for underwriting, credit monitoring and portfolio management of the Mortgage Warehouse business line to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationships, growth of total client assets and net growth in relationships.

This person will also:

  • Maintain and build loans and deposits, fee income and referrals of business.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance.
  • Co-manage relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship.
  • Be responsible for credit risk and quality of the portfolio.
  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
  • Manage the renewal process by working with the Relationship Manager, the client, and the credit department.

Requirements

Education

  • Bachelor's Degree in Business, Finance or Accounting or equivalent combination of education and experience. Required

Experience

  • 4-7 years experience in Mortgage Warehouse and/or Credit Approval. Required
  • 4-7 years experience in handling complex credits. Required
  • 2-4 years of Sales experience. Preferred
  • 2-4 years of Formal Credit Training. Preferred

Licenses and Certifications

  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable, by start date Required

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program.

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