What are the responsibilities and job description for the Commercial Loan Portfolio Manager position at Horizon Bank?
About the Company
Horizon Bank helps to build the communities it serves, one relationship at a time.
About the Role
The Portfolio Manager is a key player on deal teams, collaborating and generating solutions for current and perspective clients within the Bank. As a deal structuring expert working in conjunction with the CLO, the Portfolio Manager will actively manage a book of business requiring on-going client interaction and financial analysis to maximize market penetration and account performance, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs).
Responsibilities
- In a proactive and independent manner, conduct continuous monitoring of their client’s portfolio and performance.
- Achieve various partnering efforts, including helping to manage team and client initiatives, to ensure profitable, properly structured deals are booked.
- Lead the relationship team through the Credit Approval process in the most efficient manner based on their knowledge base and depth in understanding Horizon Bank’s credit culture, as well as the rules and terms under which the deal should be done.
- Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications.
- Accountable for adherence to compliance standards including Bank Secrecy Act (BSA).
- Actively protect confidentiality of customer and account information.
- Demonstrate Horizon Bank’s commitment to the communities we serve through active involvement in local organizations and events.
Let us know if you'd like to hear more!
Colin Mahoney, Recruiter
cmahoney@horizonbank.com
312-316-9289