Portfolio Manager - AVP

Company: Associated Bank - Corp
Location: Milwaukee
Posted on: April 8, 2025

Job Description:

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.Responsible for underwriting, credit monitoring and portfolio management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, working with our Credit Partners, visiting customers, as well as identifying cross selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain an assigned portfolio of loans along with reviewing and underwriting potential new transactions.Job Accountabilities

• Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as regulatory guidelines.
• As appropriate to experience, co-manage relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship.
• Responsible for credit risk and quality of the portfolio. Monitor loan repayment activities and financial condition of borrowing clients. Responsible to ensure appropriate risk ratings within assigned portfolio.
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
• Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the support staff and other internal business partners.
• May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends.
• May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
• Manage the renewal process by working with the Relationship Manager the client and the Credit Department.
• May serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services.
• Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Private Client and Institutional Services, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects.
• Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace.
• May participate with ad hoc special projects for the team or region as needed.Education
  • Bachelor's Degree in Business, Economics, Finance, or Accounting RequiredExperience
    • 2-4 years Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval Required
    • 2-4 years Handling complex credits Preferred
    • Less than 2 years Formal Credit Training PreferredLicenses and CertificationsCFA-Charted Financial Analyst by start date PreferredMust have access to reliable transportation and the ability to lawfully drive self, if applicable by start date RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
      • Retirement savings including both 401(k) and Pension plans.
      • Paid time off to volunteer in your community.
      • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
      • Competitive salaries with professional development and advancement opportunities.
      • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
      • Personal banking, loan, investmentand insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.Associated Bank isPay Transparencycompliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$72,240.00 - $123,840.00 per year

Keywords: Associated Bank - Corp, Milwaukee , Portfolio Manager - AVP, Accounting, Auditing , Milwaukee, Wisconsin