Assistant Portfolio Manager

Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level.

Position mission:

This position is responsible for creating investment packages and managing client expectations and transactions to meet or exceed the clients’ overall objectives.

Major Duties:

• Manage a loan portfolio including review of loan documents and credit memos ensuring adherence to CNB loan policy and federal lending regulations
• Consult with clients to determine lending needs
• Provide outstanding customer service to current and potential customers
• Compliance - keep up to date with changes to loan policies or the interpretation of or loan policies, and coordinate communication of these changes to relevant personnel in your location
• Understand, educate, and advise clients on current market conditions and economic trends that impact their accounts
• Coordinate lending functions with the Market President and assist Market President as needed
• Ensure Loan Officer’s documentation of delinquent, problem loans and loan requests that require Loan Committee attention in customer files
• Complete ongoing training to improve job performance and share knowledge gained with other bank personnel
• Be an active member of the Loan Committee
• Maintain required loan reporting as designated by the Market President and CEO for the Board of Directors.
• Support internal and external auditors and bank examiners during reviews
• Uses experience and sound judgment to plan and accomplish goals
• Other duties as assigned

General Responsibilities:

• Support CNB’s strong relationship culture through quality customer service and superior product knowledge
• Provide superior customer service by resolving problems efficiently and responding timely
• Identify and implement solutions to problems in general and urgent matters
• Actively seek to add and enhance knowledge regarding developments and current trends in the industry
• Seek counsel of supervisor on issues as appropriate
• Work collaboratively with staff to maintain a team environment
• Flexible to accept additional assignments as requested by leadership
• Cross train for other positions to cover when necessary
• Professionalism while representing CNB (onsite, professional and community events and via communications)
• Participate and attend meetings as requested
• Recommend policies and procedures as it relates to area of responsibility
• Timely responses to inquiries for information to customers, staff and vendors
• Answer telephone calls and provide a prompt response
• Follow CNB’s policies and procedures
• Other duties as assigned

Qualifications:

• Bachelor’s degree in Finance, Business Management or related field required, master’s degree preferred
• 3 or more years of experience in loan administration, loan processing, or related field required
• Experience as Portfolio Manager or similar role preferred
• Some understanding of government loan programs
• Exceptional communication skills along with strong analytical and problem-solving skills
• Requires being a team player, reliable, responsible, and dependable to fulfill the obligations of this role

Physical Demands:

The physical demands described are representative to those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee must be able to stand and sit for extended lengths of time, read computer screens, talk on the phone, unpack and move supplies up to fifty (50) pounds, reach, kneel, bend, climb and balance. Vision abilities required for this job include close vision.

Additional Duties:

This job description is only a summary of the typical functions of this position, not an exhaustive nor all-inclusive list of all possible job responsibilities, tasks, duties, knowledge, skill and ability required to perform this job. Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as required.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate individuals.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.  However, no accommodations are made which may pose serious health or safety risks to the team member or others, or which impose undue hardships on Community National Bank.  An individual seeking an accommodation should contact the Human Resources Manager or CEO.