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Portfolio Manager II

Company: Independent Bank Group, Inc
Location: Loveland
Posted on: June 12, 2021

Job Description:

The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by continuously looking for cross-sell opportunities; 6) replace runoff and amortization in the portfolio by selling deeper into the book of business and 7) continuously seek referral opportunities from current customers and centers of influence.


Portfolio Management

  • Manages moderately large relationships (credits, deposits, and fee based products/services) that require more complex analysis

  • Performs or initiates account/loan maintenance as required

  • Acts as liaison for customer inquiries, issues account instructions; redirects questions and requests as necessary if issues relate to other departments

  • Ensures accuracy of information, data, and documentation for all portfolio accounts

  • Actively participates in customer meetings to further the relationship and expand business opportunities

Credit Management

  • For new and renewing loan requests, determines borrower credit-worthiness in accordance with credit policy and manages the request through the appropriate underwriting and closing processes

  • Ensures that loan transactions are properly documented

  • Conducts continuous review and administration of loans

  • Manages enterprise risk for products and services, including depository services and Treasury Management products

  • Reports credit risk issues in a timely manner

Business Development

  • Proactively reviews existing relationships for product penetration and calls on opportunities (loans, deposits, fees and non-credit products and services); issue proposals as appropriate

  • Identifies and refers business opportunities to internal product partners and other target market business lines

  • Increasingly seeks out referrals from existing customers and COI's


Education Requirements

  • Bachelor's Degree

Minimum Experience

  • Minimum of 3 years of experience in commercial lending as a credit analyst, underwriting specialist, portfolio manager, or relationship manager with exposure to complex customers such as C&I and/ CRE transactions

Knowledge/ Skills/ Abilities

  • Solid knowledge of financial lending regulations

  • Strong knowledge of credit philosophy and policies as well as loan documentation

  • Strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills

  • Intermediate knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. create templates, complete mail merges, insert and edit charts, create basic formulas, create queries)

Job Details:


In accordance with Colorado law: Colorado pay for this position is anticipated to be between $69,600.00 - $111,400.00 annually, actual offers to be determined based on applicant's skills, experience and education.

Keywords: Independent Bank Group, Inc, Loveland , Portfolio Manager II, Other , Loveland, Colorado

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