Business Banking Portfolio Manager

United States·Milwaukee,Oak Creek,Cedarburgmid

Project & Program ManagementPortfolio Manager

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Overview

Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive.

Technical Tools

Project & Program ManagementPortfolio Manager

~1 min read

→Members receive outstanding accurate and timely service.
→Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
→Proactive relationship management results in minimal administrative delinquent loans.
→Business Services is well represented at community events and local non-profits.
→Performance metrics demonstrate the attainment of key business objectives, including portfolio quality.
→Member experience and profitability are strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

~1 min read

Bachelor's Degree in Business, Finance, or related field.
Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education.
Professional, well-developed interpersonal skills essential for interacting with credit union staff and
Well-developed mathematical skills.
Ability to work accurately with figures and perform detailed work with an extremely high degree of precision.
Knowledge of business loan processing and servicing.
Knowledge of laws and regulations that govern member business lending.
Ability to interpret and follow written policies.
Ability to work under pressure and multi-task, while maintaining professionalism and courtesy.
Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.