Associate Portfolio Manager

Location: Indianapolis
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Provide support to a few relationship managers, with small portfolios, in their daily duties in underwriting and monitoring credit, existing and proposed credit requests, providing high level customer service support, assisting in crosssell effort and performing special projects for the department manager. Prepares documentation required for the processing of loans, reviews status of existing loans, takes appropriate action on loans that are mature or past due, and assistsrelationship managers in loan closings.

ESSENTIAL DUTIES & RESPONSIBILITIES:

* Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanyingthe Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects.

* Completes all requirements of loan bookings, to include all preparation, review, documentation and filing.

* Develops a working knowledge of all customers, businesses, and prospect opportunities.

* Responsible for all loan document preparation, including third party document coordination, completion and review.

* Collects and reviews all required collateral information.

* Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts.

* Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant andinsurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items.

SUPERVISORY RESPONSIBILITIES: None

Keywords: , Lawrence , Associate Portfolio Manager, PR / Public Relations , Indianapolis, Indiana