(Entry Level) Jr. Commercial Portfolio Manager – To $70K – Waukesha, WI – Job # 3142

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, 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 an (Entry Level) Jr. Commercial Portfolio Manager role in the Waukesha, WI area. The successful candidate will coordinate efforts with Relationship Managers and Credit Administration to analyze the financial status of current and prospective customers to evaluate the feasibility of loan requests on an ongoing basis.

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

Jr. Commercial Portfolio Manager responsibilities include:

  • Assisting Relationship Manager(s) in all aspects of relationship management to meet portfolio growth and quality expectations.
  • Maintenance and development of strong, profitable, and low-risk commercial loan and deposit relationships while maintaining quality customer service.
  • Maintaining portfolio quality by efficiently managing past dues, overdrafts, policy exceptions, and documentation exceptions of assigned portfolios.
  • Coordinating loan closings with Relationship Support Representatives on each loan, assisting as needed.
  • Reviewing and approving loan documentation for completeness and accuracy prior to closing.
  • Facilitating and ensuring coordination of credit due diligence efforts (collection of financials, appraisal, title research, environmental, etc.) with the Relationship Support Representative.
  • Facilitating presentation of new and renewal loan proposals to appropriate personnel and/or Officers and Director’s Loan Committees.
  • Directing presentations and/or preparation of appropriate loan presentation package for presentation by Relationship Manager(s).
  • Attending business development opportunities as warranted to educate current and prospective customers on the Bank’s products and services.
  • Performing other duties as directed.

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:

  • Bachelor’s Degree required.
  • Two or more years of Marketing, Business, and Banking (desired but not required).
  • Strong computer background – experience with Microsoft.

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