Commercial Portfolio Manager
Where
- Cincinnati, OH
What you'll be doing
- Supports the department manager, team leader, and relationship managers in their sales and credit underwriting efforts including industry and company research, blue memo preparation and assisting in the sales proposal process, including accompanying the relationship managers on customer and prospect calls, and various other sales/customer oriented projects. Completes all requirements of loan bookings, to include all preparation, review, documentation and filing. Develops a working knowledge of all customers, businesses, and prospect opportunities. Responsible for all loan document preparation, including third party document coordination, completion and review. Collects and reviews all required collateral information. Reviews current account status, to include but not limited to, past due accounts and notes matured. Makes appropriate recommendations for these accounts. Supports the relationship manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk.
What your background should be
- 5+ years of credit analysis and loan review experience, preferably in the banking industry or an advanced business degree with 5+ years of business related experience. Must be proficient in basic software applications such as Microsoft Word and Excel. Familiarity with the bank internal applications is a plus.
Required Schooling / Training
- Bachelor degree in accounting, finance or economics preferred.
Who is the client company
- Concern about banking and financial services.
- If you are interested in this position, send your resume to apply@kochdavis.com