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Portfolio Manager, CRE

2 months ago

St Louis, United States The Judge Group 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.

Responsible for underwriting, credit monitoring and portfolio management of Commercial Real Estate and/or Commercial/Corporate/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. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income and referrals of business.
We invite you to view the opportunity below.

Responsible for underwriting, credit monitoring, and portfolio management of Commercial Real Estate and/or Commercial/Corporate/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.

This person will also:

  • Analyze financial data to evaluate loan requests, ensuring adherence to loan policy and recommending suitable structures.
  • Maintain and build loans, deposits, fee income, and referrals of business.
  • Manage portfolio administration and risk in compliance with established credit policies and regulatory guidelines.
  • Act as a liaison between clients, Credit Department, Commercial support staff, and internal partners.
  • Identify cross-selling opportunities for bank products and services to existing clients and prospects.
  • Assist with due diligence/analysis for new client relationships and special projects as needed.
  • Provide advice to clients on business trends, capital markets, and banking trends.
  • Monitor loan repayment activities and take necessary actions for past due accounts.
  • Participate in the bank's Loan Approval Process, recommending appropriate credit structures.
  • Manage the renewal process in collaboration with Relationship Managers and credit department.
  • Serve as a contact manager for non-borrowing accounts and loan clients regarding banking services.
  • Participate in community and business functions to enhance the bank's image within the marketplace.
Review the qualifications listed below:

Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. Required
Experience
  • 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval. Required
  • 4-7 years of handling complex credits. Required
  • 2-4 years of sales experience. Preferred
  • 2-4 years 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
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. Join our community on Facebook, LinkedIn and X.

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 to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.