Portfolio Manager VP
2 weeks ago
Associated Banc-Corp is seeking a highly skilled Portfolio Manager VP to join our team. As a key member of our organization, you will be responsible for underwriting, credit monitoring, and portfolio management of Specialized Banking relationships to achieve efficiencies and quality of the process and product.
This role will involve analyzing financial data to determine the merits of loan requests, recommending structure, collecting financial statements, and identifying cross-selling/referring opportunities of other deposit services.
Key Responsibilities- 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.
- Partner with the Relationship Manager as the point of contact for the client, acting as a liaison to the Credit Department, the Commercial support staff, and other internal business partners.
- Train and develop more junior portfolio managers.
- Bachelor's Degree in Business, Finance, or Accounting or other related discipline, or equivalent related experience.
- 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval Experience.
- 4-7 years of extensive experience handling complex credits.
- 2-4 years of sales experience.
- Preferred: 2-4 years of formal credit training.
- Preferred: CFA-Charted Financial Analyst.
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
- 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.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Paid time off to volunteer in your community.
- Retirement savings including both 401(k) and Pension plans.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota, and we consider our colleagues critical to our continued success.
We are 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.
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