Senior Portfolio Manager
4 weeks ago
At Davita Inc., we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Davita Inc. may be the right place for you.
Job DescriptionWe invite you to view the opportunity below.
Responsible for underwriting, credit monitoring, and portfolio management of Commercial Real Estate relationships to achieve 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.
Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross-selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income, and referrals of business.
Secondary management of certain accounts may be expected from senior-level performers. At a senior level, one may be responsible for training and development of more junior portfolio managers.
This person will also:
- Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure, and business strategy as well as regulatory guidelines.
- As appropriate to experience, co-manage relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship.
- Responsible for credit risk and quality of the portfolio.
- Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff, and other internal business partners.
- Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
- Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio.
- Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace.
Review the qualifications listed below:
Education- Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. Required
- 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval. Required
- 4-7 years of handling complex credits. Required
- 2-4 years of sales experience. Preferred
- 2-4 years formal credit training. Preferred
- CFA-Charted Financial Analyst. Preferred
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and much more.
- Personal banking, loan, investment, and insurance benefits.
Davita Inc. serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota, and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.
Compliance Statement
Davita Inc. 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, among other factors.
Davita Inc. provides additional assistance throughout the application, interview, and hiring process. Please contact us if you need an accommodation at any time during the process.
Davita Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Davita Banc-Corp participates in the E-Verify Program.
Davita Bank is Pay Transparency compliant.
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