Company: Great Western Bank
Location: Sioux Falls
Posted on: February 22, 2021
Description General Description and Essential Functions
The Portfolio Manager is accountable for analysis of complex
commercial credit and assisting senior business bankers in credit
display preparations. Interface with the client to formalize
documentation for loan transactions and present solutions. Conduct
credit investigations and analyze credit information pertaining to
business and agriculture loans. Provide expertise on less complex
transactions within market(s) supported. Balancing risk management
goals with the growth and profitability objectives of the groups
--- Assist loan officers in preparation of credit displays -
including writing initial parts of display, pulling the credit
bureau reports, checking filings at Secretary of State for UCC or
--- Once credit display has been completed, move it through the
approval process, being sure it goes to the correct level of
approver, or for an overview if necessary
--- Order & review necessary title work for the loan request, flood
--- Order loan documentation, assist with closings, send loan
documents to booking and check back to ensure they are booked
correctly, file necessary collateral documents with the proper
entities, post-closing documentation follow up.
--- Report completion and monitoring on a regular basis, including
new loan reports, collateral monitoring, watch list reports, Top 25
--- Work with clients regarding their loans, accounts, online
banking, issues with any of our services, payments, loan advances,
--- Joint calls on customers and prospects with loan officers to
maintain existing, and develop new business opportunities.
--- Identify customer and prospect needs and present
recommendations or referrals to officers.
--- Understand GWB Loan Policy and serve as a resource for officers
on compliance issues.
--- Bachelor's degree in business, accounting or finance (or
related field) or relevant experience.
--- 5+ years of credit analysis or related banking experience with
a diverse portfolio of commercial and / or agricultural banking
--- A strong client focus capable of balancing credit quality
standards with client relations.
--- Proven excellent time management and organizational skills.
--- Proven ability to balance multiple priorities.
--- Clearly communicate information and ideas through a variety of
channels in a manner that engages and impacts the audience.
--- Perform other job-related duties or special projects as
assigned. Equal Opportunity Employer/Protected Veterans/Individuals
with Disabilities The contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Great Western Bank, Sioux Falls , Portfolio Manager, Executive , Sioux Falls, South Dakota
Didn't find what you're looking for? Search again!