Commercial Portfolio Manager – Up to $85K – Milwaukee, WI – Job # 1575

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Commercial Portfolio Manager role in the Milwaukee, WI market. This selected candidate will be responsible for providing commercial loan officers with an objective analysis of current and prospective borrowers’ financial condition. The PM also prepares presentations for management and committee review.

This position includes a generous salary of up to $85K and full benefits package.

Commercial Portfolio Manager responsibilities include:

  • Supporting Relationship Managers with portfolios that have varying degrees of difficulty, underwriting, and monitoring credit.
  • Assisting Commercial Bankers in obtaining approvals on new loans and renewals and in loan closings.
  • Supporting the Relationship Manager in monitoring on-going information concerning customer performance, abilities, and industry to determine what loan is an acceptable risk.
  • Spreading, analyzing and reviewing financial condition, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals.
  • Preparing loan presentation write-ups for management and loan committee approvals.
  • Identifying and engaging prospective clients to establish communication through calls and other correspondence.
  • Assisting in maintaining strong credit quality, including management of payment delinquencies, loan maturities and ongoing portfolio management functions including financial statement monitoring, risk grade assessments, and covenant testing.
  • Ensuring the appropriate gathering of underwriting documentation to support approval conclusions for new originations, refinances, modifications, renewals, and extensions.
  • Reviewing new loans for policy and regulatory requirements and identifies exceptions as incurred for tracking.
  • Preparing various monthly, quarterly, and ad-hoc reporting via bank systems and excel.
  • Becomes involved in the community through networking events, relevant organizations and volunteer opportunities.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • A Bachelor’s degree is required; Finance, Accounting or advanced degree is preferred.
  • Two or more years’ experience in commercial credit analysis and/or loan review or equivalent educational experience.
  • Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically.
  • Proficient user of bank technology systems, including CRM (such as Salesforce), loan origination systems (such as nCino), and other relevant tools.
  • Formal Credit Training preferred.
  • Good written and oral communication skills.
  • Ability to be a self-starter and demonstrates a strong level of initiative and commitment
  • with a minimum level of supervision.
  • Ability to understand accounting, including financial statement spreads, cash flows
  • and credit analysis.
  • Ability to define problems, proactively identify and articulate risks, collect data,
  • establish facts and draw valid conclusions.

The next step is yours.  Email us your current resume along with the position you are considering to: