Portfolio Director

1 week ago


Milwaukee, Wisconsin, United States Associated Bank - Corp Full time

At Associated Bank, we strive to foster an inclusive culture where diverse perspectives are valued and recognized as essential to our success. If you thrive in an environment that encourages growth and development, then Associated Bank may be the ideal place for you.

We invite you to explore the opportunity below.

As a Portfolio Manager, you will oversee underwriting, credit monitoring, and portfolio management of the Mortgage Warehouse business line to achieve operational efficiencies and quality of the process and product, retention and expansion of existing client relationships, growth of total client assets, and net growth in relationships.

This role involves:

  • Maintaining and growing loans and deposits, fee income, and referrals of business.
  • Ensuring portfolio administration and risk management of each client relationship complies with regulations.
  • Co-managing relationships by analyzing financial data to determine the merits of specific loan requests and recommending structures, while aggressively managing the client relationship.
  • Being responsible for credit risk and quality of the portfolio.
  • Monitoring loan repayment activities and financial condition of borrowing clients and taking necessary action to collect past due accounts and ensure ongoing repayment ability of all other accounts.
  • Managing the renewal process by collaborating with the Relationship Manager, the client, and the credit department.

Requirements

Education

  • Bachelor's Degree in Business, Finance, or Accounting, or an equivalent combination of education and experience is required.

Experience

  • A minimum of 4-7 years of experience in Mortgage Warehouse and/or Credit Approval is required.
  • A minimum of 4-7 years of experience in handling complex credits is required.
  • 2-4 years of sales experience is preferred.
  • 2-4 years of formal credit training is preferred.

Licenses and Certifications

  • Reliable transportation and the ability to lawfully drive oneself (if applicable) by start date is required.

We offer competitive salaries and a range of benefits designed to support your professional growth and well-being.

Associated Bank serves over 120 communities across Wisconsin, Illinois, and Minnesota and values its colleagues as critical to its continued success.

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

Fully compliant with all applicable laws and regulations, including but not limited to the Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence and customer complaints to management or HR.



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