Investment Portfolio Manager, Sr. jobs in Pueblo, CO

Description:

SUMMARY OF JOB:

Lead the credit underwriting and portfolio management process, for commercial loans (C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, Private Banking, etc.), in a manner designed to maximize efficiency, accuracy, and quality. Collect, compile, and analyze financial information to facilitate lending and monitoring decisions for commercial credit requests. Mentor Credit Analyst/Portfolio Manager staff to aid in their professional development and career growth within the Organization. Work closely with Bankers, Customers, and Credit Administration to steer the credit underwriting and portfolio monitoring process and ensure it is supportive and collaborative.

** 5 years of experience is required for this position

** this position will be in-office, ideal candidate will need to be in CO

ESSENTIAL JOB RESPONSIBILITIES

1. Manage the loan underwriting process and underwriting pipeline to ensure credit quality and accuracy of output by Credit Analyst/Portfolio Manager team.
2. Underwrite complex C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, and Private Banking loan transactions for new and existing clients with complicated borrowing structures. Responsible for compilation of data and interpreting outcomes of analysis, utilizing sound credit underwriting skills to recommend credit decisions, maximize credit quality and minimize risk/potential loss to the Bank.
3. Assist Credit Administration and Commercial Banking Staff with Pre-Flight/Loan Committee presentations.
4. Collaborate with Bankers on calls with existing and potential Customers to better understand client needs in an effort to grow the Bank's Book of Business.
5. Ongoing monitoring of Commercial Banking Products to provide portfolio-wide metrics used for regulatory reporting, internal risk assessment/mitigation, Executive Management strategic decisioning, etc.
6. Strong sense of urgency and commitment to the Company's loan growth goals.
7. Work with Bankers to mentor Credit Analysts/Portfolio Managers for the ongoing monitoring of Bank's Commercial Loan Portfolio.
8. Maintain current knowledge and follow all bank financial and security regulations and procedures.
9. Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
10. Other duties as assigned.

JOB REQUIREMENTS:Education: Bachelor's/Master's degree or equivalent work experience

Work Experience: 5 years of experience in credit analysis and/or lending activities; 6-8 years of relevant experience with requisite competencies.

Supervisory Experience: None required

Licenses/Accreditations: None required

Computer Skills: Advanced skills with Microsoft Office Suite, Credit Analysis Software.

Other Requirements: Advanced credit analysis and analytical skills. Thorough knowledge of credit administration, policy, and procedures. In-depth knowledge of risk analysis on a variety of commercial credit types. Superior customer service skills. Excellent technical report writing skills, verbal communication, and interpersonal skills. Ability to effectively manage multiple responsibilities and priorities. Ability to lead, motivate, and foster teamwork. Ability to effectively discern information and formulate appropriate action. Ability to think critically and provide appropriate solutions. Occasional travel may be required for meetings/trainings. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone. Ability to lift up to 25 lbs.

Preferred Skills/Experience: Prior supervisor experience preferred. Ability to provide sound credit decisions utilizing strong background in evaluating personal and business financials. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to effectively communicate between key internal business partners.

SPECIFIC DUTIES AND RESPONSIBILITIES:

Customer Service: Ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information.

Financial: Advanced knowledge of commercial banking, economics, accounting, and finance.

Autonomy: Routinely uses critical-thinking skills to appropriately address complex business problems.

The applicant who is selected for this position will be eligible for the following compensation and benefits:

• Targeted hiring range based on experience: $75,000 - $125,000. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
• Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
• Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance.
• Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
• 401(k): Company match begins with the first contribution and follows the company vesting schedule.
• Other: access to career training and development opportunities, employee discounts.
• For more about InBank and our culture, visit us here: Who We Are

InBank 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, or any other characteristic protected by applicable federal, state, or local laws.

Compensation details: 75000-125000 Yearly Salary

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