Portfolio Manager, CRE - AVP

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 and/or Commercial/Corporate/Specialized Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income and referrals of business.

We invite you to view the opportunity below.

Responsible for underwriting, credit monitoring, and portfolio management of Commercial Real Estate and/or Commercial/Corporate/Specialized Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships.

This person will also:

• Analyze financial data to evaluate loan requests, ensuring adherence to loan policy and recommending suitable structures.

• Maintain and build loans, deposits, fee income, and referrals of business.

• Manage portfolio administration and risk in compliance with established credit policies and regulatory guidelines.

• Act as a liaison between clients, Credit Department, Commercial support staff, and internal partners.

• Identify cross-selling opportunities for bank products and services to existing clients and prospects.

• Assist with due diligence/analysis for new client relationships and special projects as needed.

• Provide advice to clients on business trends, capital markets, and banking trends.

• Monitor loan repayment activities and take necessary actions for past due accounts.

• Participate in the bank’s Loan Approval Process, recommending appropriate credit structures.

• Manage the renewal process in collaboration with Relationship Managers and credit department.

• Serve as a contact manager for non-borrowing accounts and loan clients regarding banking services.

• Participate in community and business functions to enhance the bank’s image within the marketplace.

Review the qualifications listed below:

Education

• Bachelor’s Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. Required

Experience

• 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval. Required

• 4-7 years of handling complex credits. Required

• 2-4 years of sales experience. Preferred

• 2-4 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

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 mor