Investment Portfolio Supervisor

1 month ago

Waterloo, Iowa, United States Executive Recruiting Consultants Full time
Job Overview

COMPANY BACKGROUND:

A community-focused financial institution is looking to enhance its team with a dedicated banking expert. This organization prioritizes decisions that benefit the communities it serves, ensuring exceptional customer service across its various branches while integrating modern banking solutions. Employees enjoy a comprehensive benefits package in a supportive, family-oriented work atmosphere, with a strong emphasis on internal promotions.

BENEFITS OFFERED:

  • Competitive salary starting at $75,000+
  • Performance bonuses
  • Comprehensive Health, Dental, Life, and Vision Insurance
  • Profit Sharing Plan
  • 401(k) Retirement Plan
  • Flexible Spending Accounts
  • Paid Holidays (9 per year)
  • Sabbatical leave, AFLAC, Disability Insurance, Employee Assistance Program
  • Employee Stock Purchase Program

KEY RESPONSIBILITIES:

  • Conduct interviews with commercial loan candidates.
  • Evaluate loan applications and documentation.
  • Underwrite and assess loan requests.
  • Collaborate with the team to manage loan portfolio servicing.
  • Provide outstanding customer service throughout the process.

IDEAL CANDIDATE PROFILE:

  • Bachelor's Degree in Accounting, Finance, or a related discipline.
  • Minimum of 2 years of experience in Business Banking or Credit.
  • Proven credit experience is essential.
  • Excellent communication skills are required.

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