Commercial Banking Portfolio Manager

• Participate in performing financial research, underwriting, and structuring of small business loan requests within Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, SOP, procedures, and compliance requirements
• Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals

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

• Experience with complex credit, underwriting, and debt structure within the small business administration (SBA) segment
• Familiarity with SBA eligibility requirements and standards of practice
• Completion of a formal credit training program
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Experience in swiftly adopting and executing change management to enable business growth
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Bachelor’s degree in accounting, finance, or business

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement