Are you a highly efficient and detailed professional with excellent oral and written communication skills? Do you strive to be a continuous learner and want to contribute to the success of a growing bank?
Our employees describe their work environment as “inclusive, decisive, collaborative, respectful and open” and Commerce State Bank has been recognized as top workplace by the Milwaukee Business Journal. Sounds like a great place to work doesn’t it and it is! In addition, our employees enjoy the perks of a competitive hourly wage, plus generous 401k match and profit sharing program.
Below are more details on what makes a successful Portfolio Manager here at Commerce State Bank. Let’s get connected soon –apply today at!
The best Portfolio Manager has knowledge of loan policy and regulatory requirements, lending procedures and related documentation. They are a critical thinker, flexible and work best in a fast-paced environment. They are known to be very efficient and accurate and complete tasks in a timely manner.
A strong predictor of success is proven strong analytical skills and the ability to communicate with internal and external clients. This is a fast-paced position and must be able to work under pressure and meet deadlines while maintaining accuracy.
As an experienced Portfolio Manager you would:
Be responsible for assisting the Bank’s Commercial Lender(s) by performing duties associated with Commercial Lending and Portfolio Management. This will include but not limited to completing activities of analyzing new opportunities, close loans in accordance with the established lending practices, approvals, procedures, and policies of the Bank. Assist in servicing the existing loan portfolio and clients. Ensure guidelines and policies are met. Monitor covenants that have been established for each client’s portfolio. Correspond with clients to maintain a quality loan portfolio through proper underwriting and diligent collection efforts to minimize delinquency and charge-offs.
Knowledge and Skills
- Good analytical and problem solving skills
- Prioritization and organizational skills
- Customer service and relationship management skills
- Written and oral communication skills
- Ability to multi-task in a fast paced environment and meet deadlines
Requires a Bachelor degree in Accounting, Business Administration, Finance or related field of study, three or more years of related experience as a credit analyst or in commercial lending, or equivalent combination of education and experience.
Commerce State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
NOTICE: Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Commerce State Bank participates in E-Verify to confirm job applicants’ work authorization.
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