Portfolio Manager (34220)

Posted: 11/23/2021

Do you have a background in handling credit analysis in a banking or financial institution? Palmer Group has partnered with a West Des Moines bank to bring in a Portfolio Manager on their commercial line of business. The ideal candidate is an experienced portfolio manager with a minimum of 3 years of experience. This position will be growth-focused, with a move into a commercial lender position within 5-years. Join this employee-owned company and start the next chapter in your career. Apply today!

Responsibilities:

  • Collect and examine the information of general creditworthiness and merits of credit requests from current and prospective customers
  • Analyze financial data, including calculation of debt and housing ratios to make proper recommendations to bankers
  • Prepare a comprehensive written analysis, recommend structure, and collect financial statements to determine general creditworthiness.
  • Coordinate collateral inspections, on-site visits, and appraisals for upcoming loan maturities and credit reviews
  • Ensure loan agreements are complete and accurate
  • Coordinate timely loan closing and funding activities
  • Opportunity to develop the experience to grow into a Commercial Lender

Requirements:

  • 3-5 years credit analysis experience
  • Strong analytical and financial analysis skills
  • Commercial real estate experience
  • Understanding of finance and accounting principles
  • Excellent written, verbal, and interpersonal skills

 

Position Type: Full-Time

Salary Range: $50,000-$100,000