Commercial Portfolio Manager – Up to $70K – Bayfield, CO – Job # 1915

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 Bayfield, CO market. The candidate is responsible for gathering, analyzing, and interpreting credit and financial information for existing and prospective customers to assess credit quality and minimize risk and potential loss. The Portfolio Manager also prepares presentations for management and committee review. This position will need to learn Government guaranteed loan servicing and workouts.

This position includes a generous salary of up to $70K plus bonus and full benefits package. (This is not a remote position.)

Commercial Portfolio Manager responsibilities include:

  • Supporting Relationship Managers with portfolios that have varying degrees of difficulty, underwriting, and monitoring credit.
  • Supporting the Relationship Manager in monitoring on-going information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk.
  • Effectively managing the lender’s pipeline.
  • Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals.
  • Monitoring all covenants and follow up immediately on any covenants out of compliance.
  • Preparing loan presentation write-ups for management and loan committee approvals.
  • 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.
  • Leading underwriting discussions with credit officers and commercial/ag bankers.
  • 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.
  • Supporting or completing special projects as assigned by the Credit Administration Director.

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.
  • One or more years’ experience as a loan assistant, project manager, or equivalent work-related experience.
  • Formal Credit Training a plus.
  • Understanding of credit analyst, accounting, and finance principles.
  • Knowledge of commercial and agricultural lending, credit, and appropriate banking laws and regulations.
  • Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically.

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