Life Equity Loan Portfolio Manager

2 weeks ago


Oakbrook Terrace, Illinois, United States BankTalent HQ Full time
Job Summary

The Life Equity Loan Portfolio Manager is responsible for delivering exceptional customer experiences through effective relationship management and portfolio maintenance. This role requires a strong understanding of credit fundamentals, loan structuring, and compliance, as well as excellent communication and analytical skills.

Key Responsibilities
  • Manage client relationships from initial application to ongoing portfolio maintenance
  • Collaborate with credit and loan coordination teams to maintain a compliant and clean book of business
  • Conduct preliminary financial analyses to support credit decisions and contribute to the loan decision process
  • Proactively manage assigned portfolio to ensure adherence to credit policy
  • Interact with customers to address routine and non-routine client servicing matters
  • Collect and review loan applications, collateral values, and policy values as needed
  • Identify and refer opportunities to other business lines and departments
  • Communicate with internal and external clients regarding sensitive and routine matters
Requirements
  • Strong understanding of credit fundamentals, loan structuring, and monitoring
  • Needs-based sales and customer service skills
  • Excellent oral and written communication skills
  • Knowledge of Microsoft Office
  • 4-year college degree in Accounting or Finance
  • 2+ years of banking, finance, or sales-related experience
What We Offer

Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. As an Equal Opportunity Employer, we are committed to delivering service excellence and fostering a culture of innovation and growth.



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