What are the responsibilities and job description for the SFG Portfolio Officer position at Cedar Rapids Bank & Trust?
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships.
CRBT is looking for a Portfolio Officer to join our Specialty Finance Group (SFG). The preferred candidate for this position will possess the ability to achieve success as an independent contributor with minimal direct supervision and oversight, as well as a collaborative teammate within CRBT's SFG department, all CRBT internal and external clients and partners, and the CRBT organization as a whole.
The Portfolio Officer is responsible for the overall management of bond and loan portfolios, including client service, credit analysis, closing activities, and internal servicing and monitoring. This individual is responsible for cultivating, nurturing, investing in, and deepening relationships with internal clients by providing exceptional client service.
QUALIFICATIONS:
- Bachelor's degree in accounting, business administration, finance, or related field highly desired. A minimum of 3 years of credit analysis and commercial portfolio management experience. Background, experience, and the ability to create value are also strong considerations.
- Ability to use and learn different business tools and technological solutions. Must possess proficient computer skills, ability to perform data entry with a high level of accuracy, ability to use Microsoft 365 products, and provide clear, concise, and professional written communication when needed.
Cedar Rapids Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.
Pre-Employment credit check, background check & drug screen is required.
Visit https://www.crbt.bank/ to learn more about our company.
