Statewide (WI) – Commercial Portfolio Manager – C&I, CRE & SBA (107260)

Dan has been a Commercial Portfolio Manager for 13 years.

He is seeking an opportunity with a Wisconsin bank.

Dan’s career skills as a Commercial Portfolio Manager include:

  • Strong CRE and C&I background.  Exposure to SBA products as well
  • Work with customers/prospects with revenues of $2MM – $35MM
  • Average loan size is $700K to $1.7MM with majority of deals in C&I
  • Average $6MM loan production, $1MM depository growth
  • $25MM loan portfolio, grew portfolio by $13MM since 2012
  • Thorough knowledge of credit, finance, insurance, 401K, cash management, merchant and wealth management products and services
  • Proactive business development and portfolio management via phone & in person sale calls and utilizing COI’s contacts
  • Adept at building strong bond with each prospect/customer from lead generation to close through insight and consultative selling
  • Management of sales territory and projects (Northeast WI) via team concept
  • Proven ability to cross sell customer to deepen relationship by effectively working with a team of internal partners
  • SBA lending & equipment leasing – knowledge of SBA 504 and 7a.

Dan is asking for a base salary minimum of $92K.

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