Portfolio Manager

1 week ago


Columbus, Ohio, United States CNB Bank Full time
Job Title: Portfolio Manager

At CNB Bank, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing loan files, records, and preparing various reports. You will work closely with Lenders, Credit Administration, and other departments to ensure compliance and accuracy.

Key Responsibilities:
  • Manage loan files, records, and prepare reports
  • Work with Lenders, Credit Administration, and other departments to ensure compliance and accuracy
  • Enter and maintain data into our bank-managed software
  • Request and obtain third-party appraisals and reports
  • Oversee renewals and covenant tracking of loans
  • Generate and provide reports on the team's loan portfolio
  • Troubleshoot, report, and manage activity on delinquent accounts
  • Work closely with Lenders to manage maturing loans
  • Monitor financial statement exception reports and follow up to clear exceptions
Requirements:
  • Bachelor's degree from a four-year college or university
  • Two years or more of related commercial experience and/or training
  • Ability to read, comprehend, and interpret documents
  • Professional communication and interpersonal skills
  • Ability to use telephone systems and possess good computer skills
Benefits:
  • Medical, Dental, Vision & Life Insurance
  • 401K with company match and profit-sharing program
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status.


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