Portfolio Manager

4 weeks ago


Burr Ridge, Illinois, United States BankTalent HQ Full time
Job Summary

The Commercial Portfolio Manager plays a pivotal role in delivering exceptional customer experiences through strategic relationship management and comprehensive product offerings. This role requires a deep understanding of credit fundamentals, loan structuring, and monitoring, as well as a strong ability to analyze and interpret numerical data. The ideal candidate will possess excellent communication and interpersonal skills, with a proven track record of success in banking, finance, or sales-related fields.

Key Responsibilities
  • Develop and maintain a thorough understanding of client relationships and portfolios, identifying opportunities for growth and improvement.
  • Conduct preliminary financial analyses and provide input to the loan decision process, ensuring compliance with credit policy and regulatory requirements.
  • Collaborate with internal and external stakeholders to address client needs and concerns, leveraging a deep understanding of industry trends and market conditions.
  • Prepare and present call plans and relationship reviews to prospects, clients, and other stakeholders, showcasing a strong ability to communicate complex financial concepts.
  • Identify and refer business opportunities to other departments and business lines, fostering a culture of collaboration and teamwork.
Requirements
  • 4-year college degree in Accounting or Finance.
  • 2+ years of banking, finance, or sales-related experience, with a strong focus on credit analysis and underwriting.
  • Excellent communication, interpersonal, and analytical skills, with a proven ability to work in a fast-paced, interruptive environment.
About BankTalent HQ

BankTalent HQ is a leading financial services organization dedicated to delivering exceptional customer experiences and fostering a culture of innovation and excellence. We are committed to recruiting, developing, and retaining top talent from diverse backgrounds, and we strive to create a workplace that is inclusive, supportive, and empowering.



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