Portfolio Manager - Asset Based Lending

Company: Disability Solutions
Location: Chicago
Posted on: October 3, 2024

Job Description:

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Portfolio Manager - Asset Based Lending, you will oversee underwriting, credit monitoring, and portfolio management of Commercial Real Estate, Corporate, and Specialized Banking relationships. Your role is focused on maintaining and expanding client relationships, growing total client assets, and ensuring portfolio quality. You will analyze financial data, recommend loan structures, and identify cross-selling opportunities for other banking services. This role also supports the Relationship Manager in managing client relationships and ensuring compliance with credit policies and regulatory guidelines.This person will also:

• Manage portfolio administration, risk management, and credit quality in compliance with credit policies and regulations.
• Analyze financial data, recommend loan structures, and co-manage client relationships as appropriate to your experience.
• Monitor loan repayment activities and take necessary action on past due accounts.
• Partner with the Relationship Manager to handle client communications and coordinate with internal departments.
• Identify cross-selling opportunities across bank products, including Treasury Management, Private Banking, and Capital Markets.Review the qualifications listed below:Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or other applicable disciplines. RequiredExperience
    • 2-4 years Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval. Required2-4 years Handling complex credits. PreferredLess than 2 years Sales. Preferred
    • Less than 2 years Formal Credit Training. PreferredLicenses and Certifications
      • CFA-Charted Financial Analyst by start date. Preferred
      • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date. PreferredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
        • Retirement savings including both 401(k) and Pension plans.
        • Paid time off to volunteer in your community.
        • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
        • Competitive salaries with professional development and advancement opportunities.
        • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
        • Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Mount Prospect , Portfolio Manager - Asset Based Lending, Executive , Chicago, Illinois