Business Banking Portfolio Manager

Associated Bank - Milwaukee, WI

Full-time - Entry Level

Milwaukee, WI

Credit Intermediation and Related Activities

About the position

As a Business Banking Portfolio Manager at Associated Bank, you will play a crucial role in underwriting, credit monitoring, and managing Business Banking relationships. This position is designed for individuals who thrive in an inclusive culture where diverse perspectives are valued and recognized as strengths critical to the success of the organization. You will be responsible for analyzing financial data for loan requests, recommending appropriate structures, and maintaining client portfolios. Your role will also involve managing renewals, conducting annual reviews, and collecting financial documents to ensure compliance with credit policies and regulatory guidelines. Additionally, you will monitor loan repayment and complete credit presentations while collaborating with internal partners to address any credit inquiries. Engaging in community functions to promote the bank is also a key aspect of this position, allowing you to connect with the community and enhance the bank's presence.

Responsibilities

• Underwrite and monitor credit for Business Banking relationships.
• Analyze financial data for loan requests and recommend appropriate structures.
• Manage renewals, annual reviews, and financial document collection.
• Ensure compliance with credit policies and regulatory guidelines.
• Monitor loan repayment and complete credit presentations.
• Collaborate with internal partners to address credit inquiries.
• Engage in community functions to promote the bank.

Requirements

• Bachelor's Degree or equivalent combination of education and experience in Accounting, Finance, Business, or other related discipline.
• 0-2 years of experience in Commercial/Corporate or Specialized Banking and/or Credit Approval.
• Must have access to reliable transportation and the ability to lawfully drive self, if applicable.

Benefits

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives.
• Parental leave.
• Employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.