Commercial Portfolio Manager

3 weeks ago


Columbus, Ohio, United States Insight Global Full time
Job Summary

A commercial portfolio manager is sought by Insight Global to manage a portfolio of assigned relationships in adherence to Bank policies and procedures and in accordance with sound risk management practices at all times.

Key Responsibilities
  • Client meetings, analysis and evaluation of client's financial and collateral performance
  • Adherence to all aspects of the Bank's loan documentation and credit approval conditions
  • Preparation and active participation in portfolio reviews
  • Qualitative and quantitative analysis and develops narrative for submission to credit
  • Key member of the deal team in achieving the Bank's goals of continued portfolio growth along with prudent risk management
Essential Duties and Responsibilities
  • Ongoing client relationship development and maintenance
  • Client onsite visits and periodic client telephone visits to maintain effective knowledge of the client's current and proposed business activities
  • Expands existing client relationships by proactively reviewing client's current and changing financial needs
  • Maintaining the credit quality of the assigned portfolio
  • Works with Credit partner(s) to complete the loan approval form
  • Reviews and evaluates monthly borrower financial and collateral performance
  • Actively participates in the new deal process
  • Integrates activities with the Collateral Monitoring Group in Credit Administration
Requirements
  • 5+ years of experience working with Commercial Banking
  • Customer Service mindset and personality
  • Experience as a Commercial Credit Underwriter or Loan Officer
  • Familiarity with loan documentation and has experience with a number of different credit structures
  • Self-sufficient and able to work independently


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