What are the responsibilities and job description for the Commercial Loan Portfolio Manager position at Cornerstone Bank - Overland Park, KS?
Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you’ll be an integral part of a team environment.
Working Here Has Its Advantages!
At Cornerstone Bank, we’re committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients access to experts who are committed to excellence. We are seeking a talented and motivated Portfolio Manager responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering top-tier service to our clients. Cornerstone Bank, and the Portfolio Manager, helps clients reach their goals and positively impacts economic development in our communities. Becoming a member of our team, you will experience Cornerstone Bank as a unique resource for commercial lending where you can be part of something special.
If you have a strong passion for delivering 5-star customer service and developing strong client relationships, we’d love for you to apply. You will be responsible for growing existing relationships to help clients meet their goals and maximize profitability. As the primary point of your portfolio client contact, you will have the self-guided opportunity to positively impact client relationships which strongly correlates to the success of the bank. At Cornerstone Bank, we pride ourselves on fostering a collaborative and inclusive work environment. Your new career is waiting, apply with us today!
Ideal Candidate:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role, and the employee must be able to remain in a stationary position 75% of the time; however, some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with multiple loan officers; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 10 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
Emotional Demands:
Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Cornerstone Bank is an Equal Opportunity Employer.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Working Here Has Its Advantages!
- Competitive wage and attractive benefits package
- Discretionary bonus potential
- Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance
- 401(k) retirement plan with company match
- Generous Paid Time Off (PTO) and Holidays, monthly telecommute day
- Opportunities for professional development
- Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program
At Cornerstone Bank, we’re committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients access to experts who are committed to excellence. We are seeking a talented and motivated Portfolio Manager responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering top-tier service to our clients. Cornerstone Bank, and the Portfolio Manager, helps clients reach their goals and positively impacts economic development in our communities. Becoming a member of our team, you will experience Cornerstone Bank as a unique resource for commercial lending where you can be part of something special.
If you have a strong passion for delivering 5-star customer service and developing strong client relationships, we’d love for you to apply. You will be responsible for growing existing relationships to help clients meet their goals and maximize profitability. As the primary point of your portfolio client contact, you will have the self-guided opportunity to positively impact client relationships which strongly correlates to the success of the bank. At Cornerstone Bank, we pride ourselves on fostering a collaborative and inclusive work environment. Your new career is waiting, apply with us today!
Ideal Candidate:
- Bachelor's degree in finance, business administration, or a related field preferred but not required. Will consider 2 – 5 years of experience in commercial lending in lieu of education.
- 2 – 5 years of portfolio management experience preferred; minimum of 1 year of experience in commercial lending or portfolio management, with education.
- Strong analytical and problem-solving skills.
- Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance.
- Excellent oral and written communication and interpersonal skills.
- Business acumen.
- Team player with the ability to establish collaborative working relationships across the bank and with customers.
- Proficiency in use of personal computer and current technology, working knowledge of Microsoft Office Suite, ability to industry-related and other in-house software programs.
- Ability to work independently and as part of a team in a fast-paced environment.
- Ability to analyze financial data and loan documentation, promote and monitor client relationships and growth, and conduct transaction negotiations for renewals, modifications, and new facilities for clients in the assigned portfolio.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role, and the employee must be able to remain in a stationary position 75% of the time; however, some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with multiple loan officers; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 10 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
Emotional Demands:
Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Cornerstone Bank is an Equal Opportunity Employer.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
