What are the responsibilities and job description for the Portfolio Manager position at Pinnacle Bank/Bank of Colorado?
Job Description
Responsibilities
Pinnacle Bank/Bank of Colorado is seeking a skilled Portfolio Manager to join our team. This role involves managing a portfolio of all types of loan/depository accounts, prospecting new customers, and cross-selling other banking services.
Responsibilities
- Prospect new customers and solicit new loans, maintaining on-going customer contact to ensure good customer relations.
- Perform ongoing management of a portfolio of all types of account relationships, including account reviews, problem solving, research, and follow-up to internal account errors.
- Interview loan applicants, gather and evaluate financial and related data to establish credit worthiness, monitor customers' financial condition, and review and approve or deny loan requests up to a pre-determined limit.
- Monitor loan repayment activities, take necessary action to collect past-due accounts, and participate in preparation of department budget, goals, and objectives, and strategic planning.
