Chicago – Portfolio Manager / Credit Analyst (106567)

Sarah has been a Credit Analyst for 20 years and enjoys all elements of credit analysis and portfolio management. Sarah’s current employer is eliminating her department completely and she will be available for a new Portfolio Manager role within two weeks.

Sarah is seeking an opportunity with a Chicagoland area community bank.

Sarah’s skills include:

  • Four years of corporate credit product experience (ST Loans, LT Loans, SBLC)
  • Five years of negotiating terms and conditions and ultimately executing deal agreements
  • Perform periodic credit reviews on corporate customers based on their financial statements, hearing sessions with customers and industry research
  • Perform credit analysis for new credit requests and credit line renewals for working capital and CAPEX purposes for new/existing customers.
  • Assist relationship managers on appropriate documentation for credit transactions making sure terms and conditions are in accordance with the bank’s policies and procedures.
  • Maintain/grow good working relationship with customers through periodic inquiries including customer visits during the year to assess their needs and obtain business and financial information as needed for credit reviews.
  • Monitor covenants and due dates to ensure that required actions are completed.
  •  MBA with Distinction, State University of New York at Buffalo, Buffalo.

Sarah is asking for a base salary minimum of $68K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: