Investment Portfolio Manager, Sr. jobs in Baltimore, MD

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

Our bank client is seeking to fill a Sr. Portfolio Manager role in the Baltimore, MD area. The successful candidate will be responsible for ensuring all loan decisions, actions, and recommendations are based on an accurate and thorough understanding of each customer’s needs and conditions.

This position comes with a generous salary of up to $90K and an enviable benefits package. (This is not a remote position).

Sr. Portfolio Manager responsibilities include:

• Managing an existing loan portfolio of CRE and C&I loan facilities.
• Assisting new and existing loan customers with all lending needs, including determining creditworthiness, profitability, and risk of loan requests.
• Maintaining and developing customer relationships.
• Providing support in the everyday operation of the Bank and its customer base.
• Ensuring that all conditions of loan approval have been satisfied prior to closing and funding of the loan.
• Gathering and monitors required information based on terms of the loan agreement.
• Properly administers the creditworthiness and documentation of all loans originated or assigned.
• Properly and timely risk rates loans and identifies problem loans as early as possible to implement corrective actions in the most timely and effective manner.
• Reviewing coming-due loans and documentation.
• Soliciting prospective businesses and maintaining existing customer relationships.
• Assisting in opening and closing of Bank locations.
• Serving as Bank representative on local Boards.
• Assisting customers with deposits and wires and maintaining overall deposit and lending relations.
• Assisting customer service associates and loan personnel when questions arise concerning Bank customers.

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• Bachelor’s degree in business or finance.
• Must have prior sales management experience in commercial lending
• One to two years of experience in a financial institution or lending office setting.
• Extensive knowledge of financial institution policies and procedures.
• BAI training course, OBA training, and banking and lending schools.
• Good sales, organizational, managerial, communication, and public relations skills, particularly in working with documentation that requires special handling.
• Experience with Microsoft Office Suite, Director, Navigator/Premier, and Compliance One.

The next step is yours. Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com