Senior Portfolio Strategist
6 days ago
We are seeking a skilled Portfolio Manager to join our team at Associated Bank, NA. This role is responsible for underwriting, credit monitoring, and portfolio management of the Mortgage Warehouse business line. The ideal candidate will have experience in mortgage warehouse and/or credit approval, as well as strong analytical and communication skills.
- 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.
- Bachelor's Degree in Business, Finance or Accounting or equivalent combination of education and experience. Required
- 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
We offer a competitive salary of $120,000 - $180,000 per year, depending on experience, as well as a comprehensive benefits package, including health insurance, retirement savings, paid time off, and opportunities for professional development and advancement.
Why work here?At Associated Bank, we value diversity, equity, and inclusion in the workplace. We strive to create an environment where our colleagues feel valued, respected, and empowered to perform at their best. If you share our values and are looking for a challenging and rewarding career opportunity, we encourage you to apply.
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