Portfolio Manager 2 - Commercial Admin Total Bank - Cincinnati, OH

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in Cincinnati, OH.

High School Diploma or GED required.

Bachelor's Degree in Business Administration preferred.

Minimum of three years of relevant banking experience preferred.

Experience with commercial lending systems and loan documentation preferred.

Summary:

Supports the job activities of Commercial Bankers. Acts as a liaison between lending sales personnel, the commercial operation and service support groups, and performs various customer service roles related to administration and follow-up support for commercial loan and deposit relationships.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

Practices the standards of the Bank's Mission, Vision and Pledge.

Understands the various types of commercial loan products and services offered by the Bank.

Maintains a working knowledge of the Bank's loan processing system and credit approval process.

Coordinates underwriting and processing of new loan requests and modifications with Credit Risk Management

Engages, coordinates and reviews third party reports (appraisal, environmental, inspection).

Attends joint meetings with Commercial Bankers, as applicable.

Inputs information into lending system in conjunction with and on behalf of the Commercial Banker. Facilitates deal submissions of all credit requests into commercial processing software; utilizing checklists to confirm all information is collected and due diligence is complete.

Assists the Commercial Banker in supporting the commercial loan closing process including communicating with Commercial Administration Support Analyst, and coordinating activities of outside service providers including attorneys, accountants, insurance providers and government agencies.

Under the guidance of the Commercial Banker: helps with collecting documents and assists in collecting and maintaining updated financial and other information required for new loans and modifications to provide excellent customer service.

Provides timely response to questions from customers and internal departments.

Handles customer situations/problems in a professional and confidential manner.

Attends sales or closing meetings with the Commercial Banker.

Reviews checklists and loan closing documents to work toward funding the loan.

Prepares modifications for material client loan changes.

Assists in addressing and obtaining a resolution to exception items with the Commercial Banker.

Performs other duties as assigned.

Other Skills and Abilities:

Ability to coordinate and/or manage multiple tasks in various stages is imperative.

Good time management skills.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

Ability to work with others in a team environment and under occasional time constraints is a necessity.

Employee must be willing to learn, understand and promote Bank products and services.

Ability to maintain confidentiality is required.

Computer Skills:

Ability to utilize Microsoft Office software.

Ability to learn commercial banking software.