New York – Commercial Portfolio Manager (106961)

Meagan has been a Portfolio Manager for 11 years and enjoys all elements of relationship and portfolio management.

She is seeking an opportunity with a New York bank.

Meagan’s career skills as a Portfolio Manager include:

  • Strong knowledge of commercial loan products, pricing and structure.
  • Develop, manage, and expand existing and new portfolio of mass market commercial banking relationship with annual sales up to $10MM
  • Trained new accounts operational policies and procedures. Strong knowledge of loan documentation requirements.
  • Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices, report control weaknesses, compliance branches operational loss events.
  • Deliver appropriate products and services in response to customer needs
  • Build a network of businesses in the local professional and business community
  • Uphold credit policy and lending guidelines whilst maintaining a balanced approach to risk management
  • Work collaboratively with product areas such as Payments and Cash Management (PCM), Trade and Insurance, and other Group partners to assess needs of international and domestic customers and offer solutions that meet their needs
  • Generate quality assets through the use of appropriate risk management tools, priced appropriately for risk and in line with customer needs
  • Perform due diligence on the customers and their businesses, monitoring for suspicious activity/transactions and taking appropriate action as per the operating policies
  • Moody`s Analytic Commercial Credit Certification

Meagan is asking for a base salary minimum of $85K.

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

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