Greenwood Village, CO30+ days ago
Additionally, Portfolio Manager II's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit sta You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals.