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Portfolio Manager VP – Power & Utilities
Company | Associated Bank |
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Location | Chicago, IL, USA |
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Salary | $112770 – $193320 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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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.