Portfolio Manager

22 hours ago


Sioux Falls, South Dakota, United States Sunrise Banks Full time
Job Title: Portfolio Manager

Sunrise Banks, a leading digital financial inclusion leader based in Minneapolis/St. Paul, MN, is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will play a critical role in managing our loan portfolio, ensuring regulatory compliance, and providing exceptional customer service to our clients.

Key Responsibilities:
  • Initiate and maintain effective communication with commercial lenders and their clients.
  • Coordinate with loan support teams, outside legal counsel, and compliance teams on various loan closing and reporting items.
  • Obtain and review supplemental documentation to ensure regulatory compliance and completeness of credit files.
  • Maintain and communicate receipt of required financial reporting items.
  • Work with lenders and clients to ensure resolution of any exception items.
  • Assist commercial lenders by scheduling and facilitating loan closings and/or other meetings with the borrower, as directed.
  • Work with other members of the loan support team to provide customer service to commercial lenders and their clients.
  • Perform the review of loan documents for completeness prior to close.
  • Present and participate in organizational and lender meetings on behalf of the lender/PM team when necessary.
Requirements:
  • Previous commercial loan underwriting experience preferred.
  • Consultative sales skills preferred.
  • Comprehensive skills in the use of Microsoft Excel, Word, and Outlook.
  • Credit Analyst, Portfolio Manager, or Commercial loan experience required.
What We Offer:

Sunrise Banks is an equal opportunity employer and offers a competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.


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