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Portfolio Manager VP – Power & Utilities

Portfolio Manager VP – Power & Utilities

CompanyAssociated Bank
LocationChicago, IL, USA
Salary$112770 – $193320
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience.
  • 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval Experience.
  • 4-7 years of extensive experience handling complex credits.
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable.

Responsibilities

  • Responsible for underwriting, credit monitoring and portfolio management of Specialized Banking relationships.
  • Analyze financial data to determine the merits of loan requests (including adherence to loan policy).
  • Recommend structure, collect financial statements, and identify cross selling/referring opportunities of other deposits services.
  • Maintain and build loans and deposits, fee income and referrals of business.
  • 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.
  • 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.
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners.
  • Training and development of more junior portfolio manager.

Preferred Qualifications

  • 2-4 years of sales experience.
  • 2-4 years of formal credit training.
  • CFA-Charted Financial Analyst.