Portfolio Manager
Company Name:
Heartland Financial
The Portfolio
manager
assists the Bank's Commercial Banker(s) by completing activities to help analyze new opportunities and close the loans in accordance with established lending objectives, policies and procedures.
Responsibilities:
Participate with the Commercial Banker in meetings with the client or prospect at either the customer's place of business or at the bank offices.
Assist the Commercial Banker by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. Attend internal sales meetings in support of business development activities.
Support the Commercial Banker in client and prospect meetings by being an expert on PROFITMAX.
Assist the Commercial Banker to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner.
Assist the Commercial Banker by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk.
Assist the Commercial Banker by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans.
Assist the Commercial Banker by conducting loan closings and monitoring the portfolio
Assist the Commercial Banker by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations.
Be actively involved in
community
activities that will promote the bank and/or assist in business development.
job
Requirements:
Bachelors Degree in Business, including specific courses in accounting, finance, and economics plus additional bank related training
5 plus years related banking/credit analysis
Commercial Banking or Portfolio Management experience required
Or equivalent combination of education and experience
Competitive Salary, Excellent Benefits, 401K!
Please submit your resume on our website at www.htlf.com/#/careers
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
Heartland Financial
The Portfolio
manager
assists the Bank's Commercial Banker(s) by completing activities to help analyze new opportunities and close the loans in accordance with established lending objectives, policies and procedures.
Responsibilities:
Participate with the Commercial Banker in meetings with the client or prospect at either the customer's place of business or at the bank offices.
Assist the Commercial Banker by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. Attend internal sales meetings in support of business development activities.
Support the Commercial Banker in client and prospect meetings by being an expert on PROFITMAX.
Assist the Commercial Banker to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner.
Assist the Commercial Banker by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk.
Assist the Commercial Banker by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans.
Assist the Commercial Banker by conducting loan closings and monitoring the portfolio
Assist the Commercial Banker by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations.
Be actively involved in
community
activities that will promote the bank and/or assist in business development.
job
Requirements:
Bachelors Degree in Business, including specific courses in accounting, finance, and economics plus additional bank related training
5 plus years related banking/credit analysis
Commercial Banking or Portfolio Management experience required
Or equivalent combination of education and experience
Competitive Salary, Excellent Benefits, 401K!
Please submit your resume on our website at www.htlf.com/#/careers
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
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