Chicago – Commercial Portfolio Manager – C&I, CRE & SBA (106565)

Sandy has been a Portfolio Manager for 20 years and enjoys all elements of credit analysis and portfolio management.

She is seeking an opportunity with a Chicago area community bank.

Sandy’s career skills as a portfolio manager include:

  • Manage a portfolio of over 250 loan relationships, $180MM in loan outstanding, in the core bank and provide account management to existing and prospective clients.
  • Portfolio includes loans secured with commercial and multi-family real estate, C&I, SBA and construction loans with borrowing bases, and lines of credit.
  • Build the client relationship and strengthen the partnership between the Line of Business and Portfolio Management to further the bank’s business growth goals.
  • Assist in expanding the relationship market share by promoting bank products in discussions with borrowers.
  • Annually assess the credit worthiness of each relationship by analyzing all borrower and guarantor financial documentation and evaluate cash flow positions.
  • Lead the process from initial review through borrower discussions, credit committee approval and close.
  • Determine if existing level of debt is supportable or if corrective action is needed to adequately secure the bank.
  • Evaluate all maturing relationships and ensure each credit facility is appropriately underwritten, structured, priced, and documented for renewal.  
  • Monitor and maintain all booked loans for payment and covenant compliance.
  • Safeguard the banks’ position by thoroughly reviewing each loan in the portfolio for documentation or collateral shortfalls, as well as covenant and financial reporting compliance.  
  • Serve as daily Relationship Manager for all internal and external clients in assigned portfolio.
  • Mentor and provide expertise to less experienced Portfolio Managers and Credit Analysts.

Sandy is asking for a base salary minimum of $95K plus bonus.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.

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