Commercial Portfolio Manager

Company: (IABA) Institute for Applied Behavior Analysis
Location: Yakima
Posted on: March 17, 2023

Job Description:

Essential Job Functions:

• Works very closely with clients, Relationship Managers and Credit Analysts to analyze loan needs and options available.
• Renewals and modifications
• Financial monitoring/reporting and covenant compliance/quarterly risk ratings
• New credit underwriting
• Regularly identifies and cross sells a wide variety products and services appropriate for the client in conjunction with the Relationship Manager.
• Manages in-depth client relationships
• Ensure all bank loan documentation is accurate & banks security interest in collateral is perfected
• Ensure timely processing of all credit requests & renewals
• Analyze and complete term loan reviews
• On-going loan administration and file maintenance and collection of financials
• Ensure all bank loan files both hardcopy & digital are updated, organized & complete
• Perform a multitude of written & verbal communication tasks ensure completion of all assigned projects.All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.Minimum Job Requirements:
  • Bachelor's degree in Finance or other relevant area preferred- or equivalent work experience.
  • 3+ years of Commercial Banking experience or other relevant experience
  • In-depth understanding and ability to interpret accounting literature, regulations, practice and theory, as well as ability to apply this knowledge to day-to-day activities
    • In-depth understanding of cross sell opportunities across the bank
    • Ability to engage & develop relationships with all internal bank departments
    • Proficient computer skills with an emphasis on MS Office Products to include Excel and Word
    • Strong organizational and project management skills
    • Effective team player
    • Effective verbal and written communication skills
    • Strong understanding of bank credit policies and procedures
    • Strong understanding of commercial & real estate underwriting
    • Broad and demonstrated knowledge in other banking services offered by other Lines of Businesses to identify and offer qualified referralsPhysical and Mental Requirements:
      • Ability to sit at a computer monitor for extended periods of time
      • Ability to perform repetitive finger, hand, and arm movements
      • Ability to lift up to 15lbs.
      • Ability to effectively discern information and formulate appropriate action
      • Ability to reach, squat, bend, and manually manipulate standard office equipment
      • Ability to drive to various locations
      • Ability to think critically and provide appropriate solutionValues and Behaviors:
        • Build enduring RELATIONSHIPS with clients and each other.
        • Drive INNOVATION that simplifies life and work.
        • Seek continuous GROWTH in your personal and professional development.
        • Commit with HEART to serve others.
        • Extend TRUST in order to receive it.We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $62,000 - $110,000, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Notice to Agency and Search Firm Representatives:We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank's Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submittedto any Columbia Bank employeeby a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank. Columbia Bank will not pay a fee to any Agency that does not have such agreement in place. No employee outside of Columbia Bank's Talent Acquisition team has the authority to enter into a requisition search agreement.

Keywords: (IABA) Institute for Applied Behavior Analysis, Yakima , Commercial Portfolio Manager, Executive , Yakima, Washington