Portfolio Manager SrBus Bnkg

Portfolio Manager SrBus Bnkg – Overland Park, Kansas, USA Responsibilities

Perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and Small Business Banking credit portfolios. Perform spreading company financial statements and tax returns. Analyze financial statements, personal financial statements and performance metrics for explanation of variances to identify trends and to address a credit strategy appropriate for the credit risk.

Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager. Provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi‑state geographical footprint. Secure financial information and test covenants requirements. Provide timely client follow up and ensure that loan servicing actions such as past‑due payment collections, demand letters, lawsuits and liquidations are properly administered.

May perform site visits if needed. Address complaints, successfully resolve documentation exceptions and covenant requirement violations. Other duties as assigned.

Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting, 1 year in Business Loan experience (up to $5MM) and 1 year credit analysis experience. Demonstrates credit decision‑making skills and ability. Demonstrates financial analytical skills with ability to solve complex problems by interpreting data and results. Demonstrates excellent writing skills to create credit memos. Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers.

Demonstrates ability to work independently. Demonstrates proficiency of Excel and Word to create tables and worksheets for credit memos.

$51,480.00 - $99,330.00

Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company‑sponsored benefit plan including medical, dental, vision and other insurance coverage; health savings, flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

• Project / Program Management
• Project Portfolio Management
• Portfolio Management
• Credit Analysis
• Banking
• Pricing
• Analysis Skills
• Project Management
• Financial Analysis
• Budgeting
• Property Management
• Contracts

Employment Type: Full‑Time
Experience: years
Vacancy: 1
Monthly Salary: 51480 - 99330

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about.

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