Commercial Portfolio Manager
Company: Busey
Location: Bloomington
Posted on: May 3, 2025
Job Description:
Position Summary The Commercial Portfolio Manager provides a
positive customer experience through managing the client
relationship utilizing the full suite of Busey products and
services. Maintain a compliant and clean book of business in
partnership with the credit and loan coordination teams. The
Portfolio Manager supports the bank's relationship management
efforts through preliminary financial analyses needed to make
credit decisions, contributes and provides input to the loan
decision process based on evaluation of key factors. The Portfolio
Manager will report to the Market President or a Relationship
Manager II. Duties & Responsibilities
- The Portfolio Manager will be familiar with the
relationships/borrowers in their loan portfolio, proactively
managing the assigned portfolio to ensure adherence to credit
policy, including completing various required actions, such as;
Perform preliminary financial analysis, address industry risks,
collateral requirements, loan structuring and pricing,
- Interact with customers independently to address routine and
non-routine client servicing matters in addition to risk-related
items
- Prepares call plans and relationship reviews for individual and
joint calls to prospects, clients, COIs
- Identify and make referrals to other business lines and
departments
- Collaborates and communicates with internal/external clients
regarding both sensitive and routine matters
- External networking and community involvementEducation &
ExperienceKnowledge of:
- Strong understanding of credit fundamentals, loan structuring
and monitoring, bank policy, and compliance
- Needs based sales and customer service skills
- Strong oral and written communication skills
- Requires knowledge of Microsoft OfficeAbility to:
- Gather pertinent information and make recommendations for
considering new opportunities
- Stay abreast of industry, market trends and information
- Analyze and interpret numerical data
- Perform duties with frequent interruptions and time pressures
in highly interruptive conditionsEducation and Training:
- Requires a 4-year college degree with an emphasis in Accounting
or Finance.
- Requires 2 or more years of banking, finance or sales related
experience.Busey values a diverse and inclusive workplace and
strives to recruit, develop and retain individuals with exceptional
talent. A team with diverse talent, working together, is essential
to Busey's commitment of delivering service excellence. Busey is an
Equal Opportunity Employer including Disability/Vets. Visit
Busey.com/Careers to learn more about Busey's Equal Opportunity
Employment.
Keywords: Busey, Bloomington , Commercial Portfolio Manager, Executive , Bloomington, Illinois
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