COMMERCIAL PORTFOLIO MANAGER in Appleton, Wisconsin at Fox Communities Credit Union

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Fox Communities Credit Union
Appleton, Wisconsin, 54915, United States
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Job Description

We currently have (2) new career opportunities for full-time Commercial Portfolio Managers based out of either our Calumet St location in Appleton or our West De Pere location!

The Commercial Portfolio Manager is responsible for portfolio management, credit monitoring, and servicing of commercial relationships with the focus of member experience and portfolio oversight. This includes partnering with Commercial Relationship Managers as the point of contact for the member, acting as a liaison to the Commercial Credit team, Commercial support teams, and the Treasury Management team.

The primary responsibilities of the Commercial Portfolio Manager role include but are not limited to:

  • Promoting and upholding the Fox Purpose, Mission, Vision, and Values

    • Member Experience and Relationship Management

  • Maintaining and promoting a customer service environment which meets and exceeds members’ needs and expectations
  • Meeting with current and prospective members as needed
  • Assisting with due diligence and onboarding for new relationships
  • Participating in loan closing, account openings, and ongoing account maintenance

    • Portfolio Management

  • Ensuring the portfolio administration and risk management of each member relationship is in compliance with established Fox Communities Credit Union lending policy, procedure and business strategy, as well as regulatory guidelines
  • Collecting financial statements and related information
  • Participating in new loan requests, annual reviews, renewals, and credit modifications
  • Analyzing new lending opportunities and preparing initial credit opportunity memos, as appropriate
  • Participating in the loan origination and closing process
  • Performing annual reviews, monitoring financial covenants, and conducting periodic reviews of credit where more frequent monitoring may be appropriate

    • Candidates for the Commercial Portfolio Manager position should possess:

  • Bachelor’s degree or equivalent combination of education and experience in Business, Finance, Accounting, Banking, or a related field
  • Two to five years of work experience in a financial institution and post-secondary degree in a related field of study or an equivalent combination of education and experience
  • Knowledge of commercial lending practices and business deposit accounts
  • Strong analytical skills, attention to detail, and the ability to interpret complex financial data
  • Excellent communication and interpersonal skills

    • Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

    Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!

    Equal Opportunity Employer

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    Job Location

    Appleton, Wisconsin, 54915, United States

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