Portfolio Manager
2 weeks ago
CrossFirst Bank is a leading financial institution that serves the needs of businesses, professionals, and their families in various regions. With over $7.6 billion in assets, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country.
Job SummaryWe are seeking a highly skilled Portfolio Manager to join our team. The successful candidate will be responsible for establishing and maintaining favorable relationships with current and prospective clients, identifying and capturing opportunities to cross-sell additional loan and other bank products, and providing support to Underwriting, Credit, and the Senior Credit Risk Officer in managing loans and pipeline.
Key Responsibilities- Establish and maintain relationships with clients to identify and capture opportunities to cross-sell additional loan and other bank products.
- Provide support to Underwriting, Credit, and the Senior Credit Risk Officer in managing loans and pipeline.
- Analyze clients' needs and assess their financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance.
- Make critical decisions regarding credit risk supported by substantial analysis and critical data-based decision making.
- Assist with negotiating terms, structuring loan financing costs, repayment methods, collateral requirements, and rates based on risk considerations.
- Partner with the borrower to provide a preliminary assessment of the necessity of an extension or modification and communicate with the Senior Credit Risk Officer.
- Report on the overall portfolio, including ongoing financial reviews, assessing asset quality, stress testing, industry and market analysis, competitive analysis, asset allocation, reserves, and non-performing loan analysis.
- At least 3 years of commercial banking, underwriting, or portfolio management and structuring experience.
- Formal credit training, preferred.
- Knowledge of commercial banking products and services, including credit analysis, underwriting, and treasury management products and services.
- Demonstrated strong financial acumen and high level of problem-solving skills.
- Effective communicator, results-oriented, and demonstrates the ability to excel in high-pressure situations.
- Exhibit strong interpersonal skills with the ability to cultivate long-term relationships and influence others internally and externally.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
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