Indianapolis – Portfolio Manager – C&I (107694)

Greg has been a Commercial Portfolio Manager for seven years with an additional three years of relevant banking experience.

He is seeking an opportunity with an Indianapolis area bank.

Greg career skills as a Portfolio Manager include:

  • Average loan size in portfolio:  $10MM to $20MM
  • Manage a loan portfolio of commercial and industrial companies with an aggregate credit commitment of $300MM
  • Work directly with Credit Officer, Commercial Regional Manager, and Relationship Manager to structure credit requests for existing and prospective relationships, and identify any deterioration in a client’s capacity to comply with the loan agreement
  • Underwrite, coordinate completion, and present credit requests to the proper approval authority including Senior Loan Committee
  • Attend customer calls and develop consistent customer communication to become an additional resource for existing and prospective loan relationships
  • Prepare and complete required reports presented for portfolio review, internal audit, and problem loan meetings
  • Monitor upcoming loan maturities and annual reviews and collect reporting information to satisfy loan agreement requirements
  • Mentor credit analysts by establishing personal development plans and meeting weekly to assist the analyst in reaching personal career goals
  • Participate in various projects as necessary including the implementation of a new underwriting standard and updating various job aides

Greg is asking for a base salary minimum of $115K.

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