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Commercial Portfolio Manager
2 months ago
We are seeking a highly skilled Commercial Portfolio Specialist to join our team at Smart Financial Credit Union. As a key member of our Commercial Lending team, you will be responsible for managing our commercial loan portfolio, building strong relationships with our members, and providing exceptional customer service.
Key Responsibilities- Portfolio Management: Monitor and manage our commercial loan portfolio, ensuring timely payments and compliance with financial covenants.
- Relationship Building: Develop and maintain strong relationships with our commercial members, providing personalized service and support to meet their financial needs.
- Communication: Communicate effectively with commercial borrowers, guarantors, and other stakeholders to ensure seamless loan processing and customer satisfaction.
- Covenant Reviews: Conduct regular covenant reviews for all loans with financial covenants, ensuring compliance and identifying potential issues.
- Collaboration: Partner with our VP Commercial Relationship Development Officer to conduct in-person meetings, site visits, and other activities to support our commercial members.
- Experience: A minimum of one year up to three years of similar or related experience, including preparatory experience.
- Education: A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
- Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to work effectively with diverse personalities and cultures.
Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits, including a tuition reimbursement program. We are committed to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident.