Portfolio Management Executive
3 weeks ago
We are seeking an experienced Portfolio Management Executive to join our team at Disability Solutions. As a key member of our organization, you will play a vital role in driving business growth and ensuring the success of our clients. This is an excellent opportunity to leverage your skills and expertise to make a meaningful impact.
The successful candidate will be responsible for:
Key Responsibilities
Underwrite, credit monitor, and manage specialized banking relationships to achieve efficient processes and products, retain and expand existing client relationships, grow total client assets, and increase net growth in relationships. Analyze financial data to determine the merits of loan requests, recommend structures, collect financial statements, and identify cross-selling/referring opportunities of other deposits services.
- Manage loans and deposits, fee income, and referrals of business.
- Ensure portfolio administration and risk management of each client relationship aligns with established credit policies, procedures, and business strategies, as well as regulatory guidelines.
- Collaborate with Relationship Managers to co-manage relationships, analyze financial data to determine the merits of specific loan requests, and recommend structures while aggressively managing client relationships.
- Act as a liaison between the Credit Department, Commercial support staff, and other internal business partners to ensure seamless communication and collaboration.
- Train and develop junior portfolio managers to enhance their skills and knowledge.
Requirements
Education and Experience
- Bachelor's Degree in Business, Finance, or Accounting, or equivalent related experience. Required
- 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
- Access to reliable transportation and ability to lawfully drive self, if applicable. Required
What We Offer
- A highly competitive salary: $80,000 - $110,000 per year.
- Retirement savings, including both 401(k) and pension plans.
- Paid time off to volunteer in your community.
- Diversity-focused colleague resource groups.
- Well-being programs and incentives, parental leave, employee stock purchase plan, military benefits, and more.
- Personal banking, loan, investment, and insurance benefits.
About Us
Disability Solutions serves over 120 communities across Wisconsin, Illinois, and Minnesota, relying heavily on our colleagues to drive our continued success. As an equal opportunity employer, we prioritize creating a diverse workforce and fostering a work environment where colleagues feel valued and empowered to reach their full potential.
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