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CFBank
Woodmere, OH | Other
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Portfolio Manager
CFBank Woodmere, OH
Other | Investment Management 4 Months Ago
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CFBank is Hiring a Portfolio Manager Near Woodmere, OH

Job Details

Job Location: Eton - Woodmere, OH
Position Type: Full Time
Salary Range: Undisclosed

CFBank is looking for a Portfolio Manager to join our growing Cleveland Commercial team! This newly added position is responsible for Commercial Portfolio Management for assigned markets, which includes supporting Senior Portfolio Manager(s) and Relationship Managers, maintaining and managing assigned commercial loan portfolios, managing risk and providing excellent customer service, involvement in managed assets as needed, and providing support to credit and underwriting as appropriate. This high-visibility position works alongside Senior Leadership and is a great opportunity for someone looking to advance their career in Commercial Lending/Underwriting.

Major areas of responsibility include, but are not limited to:

  • Assist with the collection and tracking of client information to facilitate ongoing portfolio management including financial statements, tax returns, borrowing base and covenant calculations, annual reviews, renewals, and risk ratings.
  • Support RMs in the management of assigned Commercial portfolios, working directly with clients and various internal and external parties with a focus on customer service and credit quality.
  • Analyze credit and loan documents and files in support of the review of accounts both assigned to your portfolio and in assistance to the relationship managers, identifying and escalating credit-related concerns internally, while also independently resolving issues based on assigned level of responsibility/authority when applicable.
  • Support senior RMs and commercial leadership on strategies needed to enhance the creditworthiness of accounts, including modifications, restructurings, and workouts, in order to retain clients and minimize losses to the bank.
  • Interact with clients and external contacts including accountants, attorneys, appraisers, consultants, and title agencies as needed, acting as a liaison for CFBank to facilitate the lending, credit, and risk management processes.
  • Assist Relationship Managers with underwriting, analysis, and Pre-Read Memos and Credit Approval Memos for proposed renewals and modifications of loans to existing clients and extension of new loans to existing and new clients, participating in client meetings as appropriate.
  • Maintain knowledge of the regulatory and compliance landscape, and the bank’s policies and procedures, and understand the unique needs of our organization such as product mix, asset class concentrations, loan structure, credit quality, and other considerations.
  • Other projects in support of the bank’s Credit/Risk group, including assisting with 3rd party exam preparation, and generation of reports for the group and senior management.
  • Prepare and present regular reporting to Management as requested.
  • Comply with internal security policies and procedures and maintain customer confidentiality at all times.
  • Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies.
  • Accept other responsibilities and projects as requested to add value for CFBank.

Requirements:

  • A degree in Business/Finance/Accounting plus 2 years of commercial financial services and/or relationship management experience (or an equivalent combination of experience and education) is strongly preferred.

  • Baseline commercial credit knowledge is preferred


Job Summary

JOB TYPE

Other

INDUSTRY

Investment Management

POST DATE

11/17/2022

EXPIRATION DATE

12/06/2022

WEBSITE

cfbank.com

HEADQUARTERS

BOSCOBEL, WI

SIZE

100 - 200

FOUNDED

1871

TYPE

Private

CEO

FRANCIS D BOLAND

REVENUE

$10M - $50M

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About CFBank

Community First Bank provides personal banking, mortgages and home equity solution.

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