What are the responsibilities and job description for the Commercial Banking Portfolio Manager position at Johnson Financial Group LLC?
Overview :
Under the guidance of the SVP Commercial Banking Relationship Manager, the Portfolio Manager is responsible for ensuring timely reviews and renewals of commercial loans. They are also responsible for interim monitoring of covenants and other conditions of credit as applicable and will periodically accompany RM on business development calls or attend client meetings.
KEY RESPONSIBILITIES
Position Specific Responsibilities
- Demonstrates full and complete understanding of JFG loan policies and procedures.
- Provides accurate financial and statistical analysis as well as sound risk assessment of new and existing bank customers.
- Ensures that annual loan maturities and renewals are completed to avoid administrative past due loans.
- Performs periodic reviews for clients where more frequent monitoring is warranted (i.e., criticized loans, adverse actions, watch list, etc.).
- Works with RMs to research and resolve situations where changes in loan structure may be necessary due to borrower, market, or industry changes.
- Responsible for due diligence and review of loan documentation.
- Manages tickler reports for assigned portfolio and of the RMs assigned to assist.
- Is jointly responsible with RM to enhance the customer experience so JFG is viewed as the First Choice, value-added, and trusted financial services provider.
- As you grow in your role :
You will be assigned a sales goal to grow, cross-sell, and deepend existing client relationships within assigned portfolio.
Job Requirements :
For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit our Career Website .
