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    Portfolio Manager - New York, United States - Foothills Bank

    Foothills Bank
    Foothills Bank New York, United States

    2 weeks ago

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    Description
    About The Role

    Do you LOVE where you work??

    We do
    Come work for a company that values and celebrates it's employees

    Mountain West Bank . Today.

    Tommorow

    .

    Together

    .
    Mountain West Bank

    has been on

    The Forbes TOP 20

    List for the past eight years and has been voted one of

    The TOP 10 Best Places to Work in Idaho


    for 6 out of the last 8 years Our company culture values and celebrates it's employees and we take pride in the communities we serve.

    Mountain West Bank

    is looking for a talented and motivated Portfolio Manager I for our Coeur d'Alene location.

    The Portfolio Manager is responsible for credit portfolio monitoring, loan maintenance, preparing credit authorizations and assisting Relationship Managers with existing client relationships and business development.

    Manages an assigned portfolio of credits, anticipating new opportunities, upcoming maturities, periodic reviews and potential problems.

    This is a full time salaried position with Medical, Dental and Vision benefits, a generous PTO (paid time off) package as well as excellent retirement & 401K benefits.

    Rate of pay depends on experience, minimum $60,

    DUTIES AND RESPONSIBILITIES:
    Manages an assigned portfolio of credits, anticipating new opportunities, upcoming maturities, periodic reviews and potential problems.
    Supports Relationship Managers in related portfolio management activities, whether related to credit, depository, or other banking services.
    Responsible for the ongoing management of the portfolio, including developing a relationship with each client relationship.
    Manages the collection of required financial statements, etc. for loans within respective portfolio.
    Spreads and/or analyzes financial statements and tax returns of potential and existing customers using appropriate tools and credit criteria.
    Prepares and/or oversees the preparation of credit authorizations, supporting documents and loan information sheets for new and existing accounts. Oversee preparation of collateral and loan documentation.
    Work with Relationship Managers in monitoring performance of individual credit relationships to identify risk and minimize potential losses. Recommends approval and/or changes in new or existing credit facilities.
    May Assist Relationship Managers with business development call preparation.
    Performs annual term loan reviews.
    Actively participates in Bank related and community volunteer events as well as business development related activities.
    Monitors compliance with loan agreement covenants.
    Maintain service level expectations as defined by the bank.
    Performs related duties as assigned.

    Comply with Bank policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

    About You


    REQUIRED QUALIFICATIONS:
    Minimum of 2 years of experience in commercial lending, banking, finance or related experience.

    Must have a fundamental understanding of the commercial lending process and possess the skills and abilities to take a credit request from application to close.

    Proficiency with Microsoft applications (Word, Excel, Outlook)
    Excellent communication skills both verbal and written to maintain a heavy volume of correspondence, personal contact, and telephone communication.
    Ability to maintain strict confidentiality
    Ability to multi-task and handle complex tasks efficiently. Strong organizational skills with attention to detail
    Excellent customer service skills

    PREFERRED

    KNOWLEDGE, SKILL, ABILITY:
    Moody's Financial Analyst and/or similar credit analysis software.

    Jack Henry

    Bachelor's degree in finance or related field or a combination of related experience


    WORK ENVIRONMENT:
    Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
    Physical Requirements

    Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.

    Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
    Working Conditions
    Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
    Mental and/or Emotional Requirements

    Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.

    Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence.

    Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.

    Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.

    Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

    Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

    Mountain West Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    Other Duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

    Duties, responsibilities and activities may change at any time with or without notice.
    .

    What We Offer

    COMPENSATION &


    BENEFITS:
    Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

    We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.

    Visit our

    website

    for more details


    COMPANY OVERVIEW:
    We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website.

    Check it out

    We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

    Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
    No Recruiters or unsolicited agency referrals please.

    #J-18808-Ljbffr
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