Portfolio Manager

1 week ago


Columbus, Ohio, United States CNB Bank Full time
Job Summary

The Portfolio Manager is responsible for working with Lenders, Credit Administration, and other departments to maintain loan files, records, and prepare reports. This role requires strong analytical and communication skills to ensure compliance and accuracy in all aspects of loan management.

Key Responsibilities
  • Maintain loan files and records, ensuring accuracy and compliance with regulatory requirements
  • Prepare and review reports, including financial statement exception reports
  • Work closely with Lenders to manage maturing loans and troubleshoot delinquent accounts
  • Provide exceptional customer service, responding to customer inquiries and resolving issues
  • Collaborate with internal departments to coordinate information and ensure seamless loan processing
Requirements
  • Bachelor's degree in a related field
  • Two years or more of related commercial experience
  • Strong analytical and communication skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Proficiency in Microsoft Office and core transaction systems
Benefits
  • Medical, dental, and vision insurance
  • 401K with company match and profit-sharing program
  • Paid time off and recognized holidays
  • Leave policies and employee assistance program
  • Special loan and deposit rates, and more

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