Commercial Banking Portfolio Associate

• Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
• review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
• underwrite loans with aggregate credit exposure based upon approved credit authority limits
• investigate credit standards and determine credit worthiness of high-net-worth loans
• receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Support performance and overall effectiveness of team, as well as cross-group administrative operations
• provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
• review credit information of loans for companies and industries for their Annual Reviews
• assist in assessment and monitoring of credit risk with covenant monitoring and trigger monitoring
• respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
• independently prioritize work and provide day-to-day-work leadership and mentorship to team
• lead or contribute to implementation of new or revised processes and procedures
• provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

• Equal opportunity employer
• supportive environment
• opportunities for learning and growth