Portfolio Management Specialist
5 days ago
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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