Portfolio Manager VP

4 weeks ago

Chicago, 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.

Due to work requirements, candidates must be located within the Greater Chicago Area. This role will be considered a hybrid role with a mix of on-site and remote work.

We invite you to view the opportunity below.

Responsible for underwriting, credit monitoring and portfolio management of Specialized Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services.

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 with established Associated Banc-Corp credit policy, procedure and business strategy as well as regulatory guidelines.
  • As appropriate to experience, 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.
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners.
  • Training and development of more junior portfolio manager.

Review the qualifications listed below:

Education

  • Bachelor's Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience. Required

Experience

  • 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval Experience. Required
  • 4-7 years of extensive experience handling complex credits. Required
  • 2-4 years of sales experience. Preferred
  • 2-4 years of formal credit training. Preferred

Licenses and Certifications

  • CFA-Charted Financial Analyst. Preferred
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

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.

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