Financial Portfolio Manager

15 hours ago


Greenwood Village, Colorado, United States Inbank Full time

**Job Overview:**

We are seeking a highly skilled Financial Portfolio Manager to join our team at InBank. This is an exciting opportunity for a motivated professional to lead the credit underwriting and portfolio management process, maximizing efficiency, accuracy, and quality.

As a key member of our team, you will be responsible for collecting, compiling, and analyzing financial information to facilitate lending and monitoring decisions for commercial credit requests. Your expertise will be essential in mentoring Credit Analyst/Portfolio Manager staff to aid in their professional development and career growth within the Organization.

The ideal candidate will have 5+ years of experience in credit analysis and/or lending activities, with advanced skills in Microsoft Office Suite and Credit Analysis Software. A Bachelor's/Master's degree or equivalent work experience is required, with a strong sense of urgency and commitment to our loan growth goals.

**Key Responsibilities:

  1. Manage the loan underwriting process and underwriting pipeline to ensure credit quality and accuracy of output by Credit Analyst/Portfolio Manager team.
  2. Underwrite complex C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, and Private Banking loan transactions for new and existing clients with complicated borrowing structures.
  3. Assist Credit Administration and Commercial Banking Staff with Pre-Flight/Loan Committee presentations.
  4. Collaborate with Bankers on calls with existing and potential Customers to better understand client needs in an effort to grow the Bank's Book of Business.
  5. Ongoing monitoring of Commercial Banking Products to provide portfolio-wide metrics used for regulatory reporting, internal risk assessment/mitigation, Executive Management strategic decisioning, etc.

**Benefits and Salary:

  • Targeted hiring range based on experience: $80,000 - 110,000 annual.
  • Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
  • Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance.
  • Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
  • 401(k): Company match begins with the first contribution and follows the company vesting schedule.

**Equal Opportunity Employer:**

InBank 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.



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