Portfolio Manager

Fidelity Bank

  • Wichita, Kansas
  • 2 days ago

    Highlights

    Attending client meetings, preparing loan approval/renewal documents, analyzing financial data, managing contact notes, mantling the integrity of the collateral/lending relationship, and processing credit requests. Job Overview: This position will support lenders with the day-to-day monitoring of commercial credits along with helping process and onboard new clients.

    Numbers & Facts

    LocationWichita, Kansas

    Description

    Job Overview: This position will support lenders with the day-to-day monitoring of commercial credits along with helping process and onboard new clients.  The ideal candidate would be someone that wants to eventually be a Business 360/Commercial lender with an expertise in SBA lending. 

    The candidate for this position will be responsible for:

    • Serving as a point of contact and trusted advisor for customers and co-workers while developing and maintaining long term business relationships with clients.
    • Analyzing client needs and making recommendations while serving as an intermediary between clients, loan officers, and underwriting staff.
    • Attending client meetings, preparing loan approval/renewal documents, analyzing financial data, managing contact notes, mantling the integrity of the collateral/lending relationship, and processing credit requests.
    • Being the SBA point of contact as well as packaging SBA opportunities.

    Requirements for the position include:

    • A minimum of two years of commercial, credit banking, underwriting or portfolio management and structuring experience.
    • Strong communication, administrative, conceptual and underwriting skills.
    • Strong interpersonal and problem-solving skills.
    • The ability to work flexible and/or late hours as well as frequent overnight, road and/or air travel.

    Preferred qualifications for the position include:

    • Previous Lending, Underwriting, or Lending Assistant experience

    EEO/Veterans/Disabled

    Similar Jobs