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
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