Portfolio Management Specialist

5 days ago


Salt Lake, Utah, United States MRISpokane Full time
About the Role

Middle Market Portfolio Manager II at MRISpokane is responsible for managing specialized work efficiently, with confidence and competence. The person in this position will take work seriously, have a strong sense of duty, and be disciplined.

The estimated annual salary for this position is $140,000 - $200,000, depending on qualifications and experience. Benefits include insurance, 401k, an associate stock purchase program, paid time off, and associate banking perks.

Duties and Responsibilities:

  • Manage an existing portfolio of clients and monitor their operating performance
  • Review monthly/quarterly financial statements, complete renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards
  • Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups

Qualifications:

  • Bachelor's degree in a related field or equivalent combination of education and experience
  • 5+ years of relevant experience in specialty or commercial banking
  • Related specialty banking or finance experience


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