Portfolio Manager - VP

Company: Disability Solutions
Location: Dallas
Posted on: January 26, 2025

Job Description:

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Responsible for underwriting, credit monitoring and portfolio management of Commercial Real Estate relationships to achieve efficiencies and quality of the process and product, assist in the retention and expansion of existing client relationships, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of both new loan and renewal/modification requests (including adherence to Lending Policy), preparing comprehensive credit presentations, and monitoring loan performance to ensure timely and accurate risk ratings. Contribute to special projects as needed. May be involved with training and development of more junior portfolio managers.

• Ensure the portfolio administration and risk management of each client relationship complies with established Associated Banc-Corp Lending Policy, Standard Operating Procedures and business strategy as well as regulatory guidelines.
• As appropriate to experience, co-manage commercial real estate relationships by analyzing borrower and guarantor financial data, as well as property and market information to determine the merits of specific loan request, including new originations, renewals, modifications, and annual reviews.
• Responsible for monitoring portfolio performance and timely and appropriate risk ratings.
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate
• Partner with Relationship Manager as the point of a contact for the client; acting as liaison to Credit, support staff and other internal business partners
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
• Monitor loan repayment activities, property performance, and financial condition of obligors
• Minimize portfolio exceptions with respect to past due payments, annual relationship reviews, scorecards, reporting requirements and covenant tests.
• Contribute to ad hoc special projects for the team or region as needed
• May make presentations on specific loans and participate in the bank's loan approval process.
• Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace.Education
  • Bachelor's Degree or equivalent combination of education and experience Finance or Accounting Required.Experience
    • 4+ years Commercial Real Estate or Credit Approval Required.
    • 4+ years handling complex credits Required.
    • 3+ years of experience sales/business development Preferred.
    • 2+ years Formal Credit Training Preferred.Licenses and Certifications
      • CFA-Charted Financial Analyst Preferred.
      • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required by start date.In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
        • Retirement savings including both 401(k) and Pension plans.
        • Paid time off to volunteer in your community.
        • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
        • Competitive salaries with professional development and advancement opportunities.
        • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
        • Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$81,620.00 - $139,920.00

Keywords: Disability Solutions, Haltom City , Portfolio Manager - VP, Executive , Dallas, Texas