Commercial Portfolio Manager

Company: Columbia Bank
Location: Bellevue
Posted on: January 8, 2021

Job Description:

Description Manages a predetermined portfolio of existing client relationships. Does not own the portfolio. Assist relationship manager with client/prospect related loan needs, and all duties assigned. Provides exemplary service to internal and external clients. Does not have sales goals.Essential Job Functions: Works very closely with clients, Relationship Managers and Credit Analysts to analyze loan needs and options available.Renewals/modificationsFinancial monitoring/reporting & covenant compliance/quarterly risk ratingsNew credit underwritingRegularly identifies and cross sells a wide variety products and services appropriate for the client in conjunction with the Relationship Manager.Manages in-depth client relationshipsEnsure all bank loan documentation is accurate & banks security interest in collateral is perfectedEnsure timely processing of all credit requests & renewalsAnalyze and complete term loan reviewsOn-going loan administration and file maintenance and collection of financialsEnsure all bank loan files both hardcopy & digital are updated, organized & completePerform a multitude of written & verbal communication tasks ensure completion of all assigned projects.All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.Minimum Job Requirements: Bachelors degree in Finance or other relevant area preferred- or equivalent work experience.3+ years of commercial experience or other relevant experienceIn-depth understanding and ability to interpret accounting literature, regulations, practice and theory, as well as ability to apply this knowledge to day-to-day activitiesIn-depth understanding of cross sell opportunities across the bankAbility to engage & dev. relationships with all internal bank departmentsProficient computer skills with an emphasis on MS Office Products to include Excel and WordStrong organizational and project management skillsEffective team playerEffective verbal and written communication skillsstrong understanding of bank credit policies and proceduresStrong understanding of commercial & real estate underwritingBroad and demonstrated knowledge in other banking services offered by other Lines of Businesses to identify and offer qualified referralsPhysical and Mental Requirements: Ability to sit at a computer monitor for extended periods of timeAbility to perform repetitive finger, hand, and arm movementsAbility to lift up to 15lbs.Ability to effectively discern information and formulate appropriate actionAbility to reach, squat, bend, and manually manipulate standard office equipmentAbility to drive to various locationsAbility to think critically and provide appropriate solutionValues and Behaviors:Build enduring RELATIONSHIPS with clients and each other.Drive INNOVATION that simplifies life and work.Seek continuous GROWTH in your personal and professional development.Commit with HEART to serve others.Extend TRUST in order to receive it.At Columbia Bank we dont just accept difference, we advocate it, encourage it, and celebrate it for the benefit of our employees, our services and our community. Were proud to be an Equal Opportunity Employer. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabledby Jobble

Keywords: Columbia Bank, Bellevue , Commercial Portfolio Manager, Executive , Bellevue, Washington