Commercial Portfolio Manager III or Sr. CPM

2 days ago


Phoenix, Arizona, United States Bankers Trust Full time
Job Summary:

The Commercial Portfolio Manager III will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures.

The CPM III will also maintain and service existing customers as well as ensure credit quality guidelines and policies are met and monitored.

Key Responsibilities:
  • Assist the Commercial Relationship Managers by requesting and obtaining all information needed from the client or prospect to underwrite the credit request
  • Assist the Commercial Relationship Managers to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk
  • Assist the Commercial Relationship Managers in the monitoring of the portfolio which includes, but is not limited to, financial tracking and monitoring maturing notes/annual reviews
  • Conduct business in compliance with bank policies and procedures, as well as all federal and state laws and regulations
  • Participate with the Commercial Relationship Managers in meetings to discuss work in process, exceptions, maturing notes, and annual reviews
  • Participate with the Commercial Relationship Managers in meetings with existing and/or prospective clients at either the customers place of business or at the bank offices
  • Participate in discussions and subsequent meetings with commercial lending department, industry specialists, and other interested parties to exchange information and ideas, and to seek to understand the opinions of others
  • Presents to Senior Loan Committee
  • Performs other duties as assigned
Requirements:
  • BA or BS degree in Business, Accounting or Finance required
  • At least six years of relevant commercial credit experience required
  • Four-year college degree in a related field preferred OR an equivalent combination of education and experience
Benefits:
  • Group Health, Dental, and Vision Insurance
  • Generous Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • 401(k) plan with lucrative company match
  • Tuition assistance
  • Company Paid Life Insurance
  • Paid Parental Leave
  • Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more
Hybrid Eligibility:

Position may be eligible for a hybrid work schedule (requiring some days in the office each week).



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