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Senior Portfolio Manager Team Lead

2 months ago

Sacramento, California, United States MidWestOne Bank Full time

About the Role

At MidWestOne Bank, we are seeking a highly skilled and experienced Senior Portfolio Manager Team Lead to join our Commercial Banking team. As a key member of our team, you will be responsible for overseeing the management of designated Portfolio Managers within an assigned region and working closely with the Regional Commercial Banking Executive to ensure that our underwriting and portfolio administration requirements are documented and maintained.

Key Responsibilities

  • Lead, manage, and provide guidance to Portfolio Managers in assigned region.
  • Assist with providing on-the-job training of newly hired Portfolio Managers and develop learning plans, curriculum, and resource guides.
  • Identify missing resources and changes that impact processes and provide input or recommendations for procedures to the Regional Commercial Banking Executive for approval.
  • Perform collection and analysis of financial data to determine the general creditworthiness and merits of credit requests.
  • Oversee and perform ongoing credit monitoring, including completing credit reviews as needed and reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
  • Prepare comprehensive written analysis, compile written industry summaries and analysis, recommend structure, collect financial statements, collect other information as needed to determine the general creditworthiness and merits of a credit request.
  • Coordinate collateral inspections, on-site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
  • Request loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans within their respective region.
  • Assure timely loan closing and funding activities.
  • Service customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
  • Work on other designated credits or special projects as assigned by the Regional Commercial Banking Executive.
  • May participate and make presentations of credit requests needing action to the Metro Loan Committee, Executive Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s).
  • Participate in joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
  • May participate in the planning process for the region's Commercial/Ag Banking Department.
  • Participate in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles.
  • Perform other duties as assigned.

Perks

  • Competitive base compensation with additional performance-based incentives/bonus potential.
  • Career growth opportunities.
  • Continuous learning opportunities.
  • 401(k) Retirement Plan with company match with immediate vesting.
  • Employee Stock Ownership Plan.
  • Employer-provided group life insurance with option to purchase additional life insurance for you and your family members.
  • Employer-provided long-term and short-term disability insurance.
  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more.
  • Medical, Dental, and Vision insurance.
  • Flex spending plan & Health savings accounts.
  • Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance.
  • Student Loan Debt Reduction Program & Tuition Assistance Plan.
  • Wellness Program.
  • Free banking services and other financial services discounts.
  • Take Your Dog to Work Day in June.
  • Employee Rally Day- a day of celebration and recognition.

Qualifications

  • Bachelor's degree or equivalent combination of post-high school education plus 3-5 years of portfolio manager work experience.
  • In addition to education, prefer 3-5 years of experience in a senior portfolio manager or team lead role in Commercial Banking.
  • Banking or financial experience is required.