High-Performance Portfolio Strategist
1 week ago
At Associated Bank, we strive to foster an inclusive environment where diverse perspectives are valued as key strengths for our success.
We invite you to explore the opportunity below.
As a Portfolio Manager, you will be responsible for efficiently managing the Mortgage Warehouse business line's underwriting, credit monitoring, and portfolio management to achieve process quality, retention and expansion of existing client relationships, growth of total client assets, and net growth in relationships.
This role entails:
- Maintaining and growing loans and deposits, fee income, and referrals of business.
- Ensuring compliance of each client relationship with portfolio administration and risk management requirements.
- 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 accountable for credit risk and quality of the portfolio.
- Monitoring loan repayment activities and financial condition of borrowing clients, taking necessary action to collect past due accounts, and ensuring 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 equivalent combination of education and experience. Required
Experience
- 4-7 years of experience in Mortgage Warehouse and/or Credit Approval. Required
- 4-7 years of experience handling complex credits. Required
- 2-4 years of sales experience. Preferred
- 2-4 years of formal credit training. Preferred
Licenses and Certifications
- Must have reliable transportation and the ability to lawfully drive themselves if applicable by start date. Required
Salary and Benefits
The estimated salary for this position is $120,000 - 180,000 per year, depending on location and qualifications. In addition to core traditional benefits, we offer retirement savings, paid time off, opportunities to connect with others through Colleague Resource Groups, competitive salaries with professional development opportunities, bonus benefits, personal banking services, and more.
Benefits Overview
- Retirement plans including 401(k) and pension plans.
- Paid time off to volunteer in your community.
- Diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, employee stock purchase plan, military benefits, and much more.
- Personal banking, loan, investment, and insurance benefits.
About Us
Associated Bank serves over 120 communities throughout Wisconsin, Illinois, and Minnesota, considering our colleagues critical to our continued success. We strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
Compliance Statement
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.
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