Portfolio Manager

R ole and Responsibilities:

1. Expands and nurtures client relationships with existing customers by assisting officer with underwriting renewals and referrals

2. Proactive contact to acquire updated financials for the purposes of clearing exceptions or helping the officer prepare for a loan renewal

3. Closing renewals or loans when requested by the officer

4. Stay in communication with loan assistant to keep WIP flowing and organized for loans to close as expected.

5. Assists with monitored credits, covenant testing, and annual loan reviews.

6. Collect tax returns and financial statements for spreads in portfolio of officers you support.

7. Monitor and collect documents and financial exceptions in portfolio of officers you support.

8. Supports the bank's CRA efforts through active involvement in community organizations and specific projects as requested

9. Join officer on sales calls as requested

10. Makes referrals to the Mortgage and Trust Departments when appropriate.

11. Consistently complies with CIP requirements


12. Employee has prompt and regular attendance.

13. Has a helpful attitude with co-workers and customers

14. Strives to improve efficiency in his/her work area through cost savings

15. Performs other duties assigned by supervisor

16. Completes all training assigned to HR, IT, Compliance, BSA, and supervisor on a timely basis.

17. Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails.

Qualifications and Education Requirements
• Bachelor's degree required

Preferred Skills:
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite or related software
• Broad knowledge of the bank's products, credit policy, and procedures
• Ability to analyze and interpret financial information, ability to underwrite new and renewal loan requests
• Ability to work well with others

Commercial Bank and Trust Company is an Equal Employment Opportunity Employer-M/F/Vets/Disabled