Credit Portfolio Manager – Education and Non-Profit

Role Overview

• The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships.
• Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers.
• Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships.
• Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs.

Requirements

• Bachelor's degree, or equivalent work experience
• Four to six years of relevant experience
• Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products
• Strong relationship management and business development skills
• Strong analytical and problem-solving skills
• Effective presentation, verbal and written communication skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law