Summit Credit Union · 1 day ago
Business Banking Portfolio Manager
Oak Creek, WI
Full-time
Onsite
Mid Level
3+ years expSummit Credit Union is seeking a Business Portfolio Manager to support local businesses in the Greater Milwaukee/Racine and Sheboygan areas. The role involves managing a lending portfolio, monitoring loan performance, and ensuring exceptional member service while collaborating with Business Relationship Managers.
BankingFinancial ServicesPersonal Finance
Responsibilities
Provide portfolio support to the Business Relationship Managers by assisting in the gathering of critical information, monitoring loan/relationship performance, underwriting and documenting business loans assigned by VP Market Manager
The Business Portfolio Manager partners closely with assigned market’s Business Relationship Managers to execute on the commercial loan origination strategy by working directly with prospects, members and centers of influence (COI’s) to develop optimal financing structures to address borrowing needs
Responsible for the management of an assigned lending portfolio, including evaluation of ongoing credit risk, capacity to repay, adequacy of collateral, and loan conditions and covenants
Responsible for handling portfolio member inquiries, resolving issues with business deposit and loan accounts, delivering exceptional member service, and ensuring that all processes, procedures, letters, and documentation within areas of responsibility are contributing to a positive member experience
Qualification
Required
Bachelor's Degree in Business, Finance, or related field
Three or more years of experience in business services/banking as credit analyst, portfolio manager, or relationship manager; or combination of applicable work experience and education
Professional, well-developed interpersonal skills essential for interacting with credit union staff
Well-developed mathematical skills
Ability to work accurately with figures and perform detailed work with an extremely high degree of precision
Knowledge of business loan processing and servicing
Knowledge of laws and regulations that govern member business lending
Ability to interpret and follow written policies
Ability to work under pressure and multi-task, while maintaining professionalism and courtesy
Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel
Company
Summit Credit Union
Summit Credit Union is a credit union that provides banking services to members.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Sponem
CEO/President
Recent News
2025-04-14
2025-03-26
BizTimes - Milwaukee Business News
2025-03-17
Company data provided by crunchbase