Old Second Bancorp

2 months ago

Portfolio Manager - Community Banking Team

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Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Manage client portfolios for the community banking team’s middle-market segment by tracking and monitoring financial data, performing covenant testing, and preparing term loan reviews. Support loan renewals and credit oversight, including CAM preparation and collateral exception clearance. Partner with commercial relationship managers, credit teams, and internal/external partners to drive approvals and move client relationships forward while ensuring compliance with bank credit policies.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Engage in portfolio and risk management of banking team clients to ensure compliance with bank credit policies and procedures.
•Co-manage client relationships with a focus on client financial analysis as requested by the Relationship Manager.
•Track and monitor completion of covenant testing and annual Term Loan Review preparation through the bank’s credit underwriting group.
•Support the loan renewal process by collecting and reviewing client financial information to support approvals.
•Assist with CAM preparation and assess/clear past due collateral exceptions, including tracking and recording property insurance.

Pay and Benefits

Salary: USD 62,000 - 100,000

Key Requirements

•Bachelor’s degree in Accounting, Business, Finance or related field, plus some formal commercial credit training or experience (non-officer level).
•Bachelor’s degree and two or more years of formal commercial credit experience (Officer level).
•Bachelor’s degree and three or more years of formal commercial credit experience (AVP level).
•Working knowledge of balance sheets and income statements.
•Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Experience:2+ yearsCommercial credit

Education:Bachelor's in Accounting, Business, Finance or related field

Skills:Consultative skillsClient relationship managementAttention to detail

Languages:English

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlook

Company Brief

Old Second Bancorp

Industry: Banking

Website

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Old Second Bancorp

2 months ago

Portfolio Manager - Community Banking Team

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Engage in portfolio and risk management of banking team clients to ensure compliance with bank credit policies and procedures.
•Co-manage client relationships with a focus on client financial analysis as requested by the Relationship Manager.
•Track and monitor completion of covenant testing and annual Term Loan Review preparation through the bank’s credit underwriting group.
•Support the loan renewal process by collecting and reviewing client financial information to support approvals.
•Assist with CAM preparation and assess/clear past due collateral exceptions, including tracking and recording property insurance.

Pay and Benefits

Salary: USD 62,000 - 100,000

Key Requirements

•Bachelor’s degree in Accounting, Business, Finance or related field, plus some formal commercial credit training or experience (non-officer level).
•Bachelor’s degree and two or more years of formal commercial credit experience (Officer level).
•Bachelor’s degree and three or more years of formal commercial credit experience (AVP level).
•Working knowledge of balance sheets and income statements.
•Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Experience:2+ yearsCommercial credit

Education:Bachelor's in Accounting, Business, Finance or related field

Skills:Consultative skillsClient relationship managementAttention to detail

Languages:English

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlook

Company Brief

Old Second Bancorp

Industry: Banking

Website