Middle Market Banking - Portfolio Manager II

Job Description As a Portfolio Manager II , you will support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis; coordinate calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and working with other areas in the Bank including Credit, Loan Operations, and Executive Management. You will also assist the industry team in cross‑selling the Bank’s lending, depository, and treasury management products to new and existing clients, review and structure large complex transactions, present deals to credit officers, negotiate credit terms, and manage legal documentation with clients and referrals. You will lead underwriting on loan presentations and ensure overall success and growth of an assigned portfolio by deepening relationships with existing clients and acquiring new ones. Additionally, Portfolio Manager II's are expected to manage an existing portfolio of clients and monitor their operating performance, which includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch‑loan reports, borrowing‑base reconciliations, and monitoring client relationships for compliance with credit standards. You will participate in community and business functions to maintain a positive bank image in the regional marketplace and specific industry groups, establishing referral contacts within the community. You will build strong rapport with clients and colleagues, treating everyone with respect and consideration regardless of status or position. All associates must maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements Bachelor’s degree in a related field or equivalent combination of education and experience. 5+ years of relevant experience in specialty or commercial banking. Related specialty banking or finance experience. Desired Qualifications MBA or certification in the field. 7+ years of relevant experience in specialty or commercial banking. Industry‑specific credit background. Completed formal credit training program. Strong communication, writing, and sales skills. Skills and Abilities Proficient in Microsoft PowerPoint, Word, and Excel. Identify key relationships to achieve strategic goals and provide strong credit knowledge. Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well‑developed and proven organizational skills with the ability to utilize time efficiently. Ability to make sound and timely decisions, consistently deliver on commitments, and assume responsibility for results. Work Environment and Physical Demands Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist at the waist, raise and hold arms overhead, turn head‑neck‑shoulders as needed, and grasp and hold tools and other items with hands for extended periods or many times throughout the day. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel – estimated at 25% of the time. Benefits In addition to financial compensation, we offer a generous benefits package that includes insurance, 401(k), an associate stock purchase program, paid time off, and associate banking perks. Equal Opportunity Statement The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category. The Bank is proud to be a drug‑free workplace. Legal Compliance The Bank is committed to providing qualified applicants and associates reasonable accommodation when necessary. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Colorado Residents Redaction of age‑identifying information is permitted and will not be penalized. #J-18808-Ljbffr Hillcrest Bank