senior portfolio manager

CONVEYANCE

<div>Senior Credit / Portfolio Manager
Position Overview: 
A well-established, relationship-driven community bank is seeking a Senior Credit / Portfolio Management professional to join its commercial banking team in the Detroit market.
This role sits at the intersection of credit, team leadership, and long-term succession planning. While aligned to a Portfolio Manager function, this is not a heavily client-facing or production-driven role. Instead, it is best suited for someone who enjoys hands-on credit work, mentoring junior talent, and growing into future leadership within a stable, community banking platform.
Key Responsibilities:<ul><li>
Perform commercial credit underwriting and portfolio management across C&amp;I and CRE relationships</li><li>
Analyze financial statements, assess risk, and make sound credit recommendations</li><li>
Mentor, coach, and develop credit analysts and junior team members</li><li>
Support team leadership initiatives and contribute to long-term succession planning</li><li>
Partner with lenders and internal stakeholders to evaluate and structure deals within the bank&rsquo;s credit culture</li></ul>
Qualifications:<ul><li>
5&ndash;10 years of commercial credit or underwriting experience</li><li>
Experience in a generalist commercial banking environment with exposure to both C&amp;I and CRE</li><li>
Strong credit judgment and ability to think independently</li><li>
Experience mentoring or developing junior credit staff</li><li>
Bachelor&rsquo;s degree in a related field or equivalent experience</li></ul>
Preferred Attributes:<ul><li>
Collaborative, team-oriented mindset</li><li>
Interest in long-term growth within a community bank environment</li><li>
Ability to operate in a credit-first, relationship-driven culture</li></ul>
This is an opportunity to join a stable organization that prioritizes internal development, mentorship, and long-term career growth within a community banking model.</div>

Senior Commercial Portfolio Manager

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div> 
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</div>
Responsibilities:
<div>
We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.</div><div></div><div> 
Salary Range</div><div>
The salary range for this position is $127,900 - $258,600 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate&rsquo;s relevant skills and professional experience, educational qualifications, and geographic location.</div><div></div><div> 
Key Accountabilities
</div><div>Management of investment portfolios:</div><ul><li>
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management&rsquo;s investment solutions to achieve client&rsquo;s investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client&rsquo;s preferences.</li><li>
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.</li><li>
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.</li><li>
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.</li><li>
Transition non-compliant portfolios to approved strategies.</li><li>
Manage account liquidity to provide for ongoing cash demands and distributions and risk management.</li><li>
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.</li></ul><div></div><div> 
Relationship management and development:</div><ul><li>
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
</li><li>Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.</li><li>
Prepares and presents detailed investment information to clients.</li><li>
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.</li><li>
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
</li><li>Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.</li><li>
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.</li><li>
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction. 
May provide leadership through interaction and mentoring of other investment associates.</li><li>
Participate in weekly Portfolio Manager meetings.</li><li>
Work individually or with a team on assigned projects.</li></ul><div>
Develops and maintains current industry knowledge and expertise</div><ul><li>
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.</li><li>
Accountable for personal execution of initiatives, new capability rollouts, and required training.</li><li>
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.</li><li>
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.</li><li>
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.</li></ul>
Skills and Qualifications<ul><li>
Bachelor&rsquo;s degree &ndash; Business, finance, economics or relevant degree.</li><li>
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.</li><li>
CFA or other advanced designation such as CPA or CFP</li><li>
Graduate degree such as MBA or JD preferred
</li><li>Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)</li><li>
10+ years of investment decision making and financial consulting experience working with high net worth clients.
</li></ul><ul><li>May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.</li><li>
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.</li><li>
Decision making, sales, and negotiating skills are required to contribute to the market&rsquo;s revenue generation and guide sensitive or difficult situations through to agreement.</li><li>
Requires specialized depth and/or breadth of expertise in own job discipline or field.</li><li>
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.</li><li>
Communicates difficult concepts and negotiates with others to adopt a different point of view.</li></ul>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. 
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.<div> 
 Our culture is firmly rooted in our core values.
</div><div>We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
</div><div>We are Old National Bank.
</div><div>Join our team!</div></div>

Senior PM Portfolio Manager

Bank of Marin

<div>Bank of Marin, voted by our employees as one of the &ldquo;Best Places to Work&rdquo; in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join our Commercial Banking Office in Oakland.
The Senior Portfolio Manager is responsible for leading the middle market underwriting, maintenance and management of a portfolio of credits with varying complexity. In addition to managing credit risk, this position will focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships. This position will also work to train and mentor junior staff as appropriate. Experience with a Loan Operating System (specifically Sageworks/Abrigo) and with actively helping to structure loans preferred.
 Professional / Educational Experience:
Bachelor&rsquo;s degree (B.A.) from four-year college or university in a related field and minimum 5 -7 year&rsquo;s relevant banking experience and/or training; or equivalent combination of education and experience.
The hiring pay range for this position is $128,976 to $180,562. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
 The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability</div>

Portfolio Manager - Senior I

Wells Fargo

<div>Title: Senior Technology Portfolio Management Analyst
Location: Charlotte, NC
Duration: 12 months
﻿Work Engagement: W2
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables. Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors. Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements. Collaborate with client personnel in Technology Business Services Consulting.
The Senior Technology Portfolio Management Analyst independently executes core Technology Portfolio Management activities and serves as the primary back-up to a Lead Technology Portfolio Manager. This role is accountable for managing defined portfolio components, ensuring data integrity, supporting governance routines, delivering accurate financial and capacity insights, and coordinating Move the Line (MTL) activities. The role operates with limited supervision, applies seasoned judgment to resolve moderately complex issues, and escalates risks and decisions that exceed defined authority.<div>
Key Responsibilities: 
Portfolio Execution &amp; Governance Support 
<ul><li>Independently execute assigned portfolio management activities including intake, prioritization workflows, and governance routines.</li><li>Serve as operational back-up to the Lead TPM for defined portfolio areas.</li><li>Monitor alignment to RTB/CTB classification and governance standards; escalate exceptions as needed.</li></ul>
Financial &amp; Capacity Management 
<ul><li>Own forecasting, tracking, and variance analysis for assigned portfolios or programs.</li><li>Partner with Finance and Business Services Leaders to validate headcount, budget, and spend.</li><li>Coordinate AU and cost center maintenance activities following governance requirements.</li></ul>
Data Management, Reporting &amp; Analytics 
<ul><li>Prepare recurring portfolio reports, dashboards, and executive-ready summaries.</li><li>Ensure data accuracy across enterprise systems such as JIRA, ServiceNow, registry/capacity tools, and financial platforms.</li><li>Develop and maintain Power BI dashboards to support decision-making.</li></ul>
Move the Line (MTL) Coordination Responsibilities 
<ul><li>Coordinate end-to-end MTL activities across Internal, Tech-for-Tech, and External-to-Tech moves.</li><li>Support MTL intake, planning, and execution by validating rosters, work scope, applications, controls/RAUs, and financial elements.</li><li>Track MTL timelines, approvals, and documentation across engagement, review, execution, and post-move phases.</li><li>Ensure accuracy of registry updates, AU/cost center changes, and system updates tied to MTL activity.</li><li>Escalate risks, issues, and exceptions to the Lead TPM or Business Services leadership.</li></ul>
Tools, Processes &amp; Continuous Improvement 
<ul><li>Maintain portfolio and MTL artifacts and documentation in accordance with enterprise standards.</li><li>Identify and implement process improvements within assigned scope.</li></ul>
Stakeholder Partnership &amp; Communication 
<ul><li>Engage cross-functional partners including Product, Engineering, Finance, HR, TPCE, BCM, and Business Services.</li><li>Translate portfolio and MTL data into clear insights for senior stakeholders.</li><li>Provide guidance and mentoring to junior analysts.</li></ul></div> 
Required Qualifications:<ul><li>
Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.</li><li>
5+ years of experience in technology portfolio management, business services, program management, or operations.</li><li>
Experience supporting or coordinating Move to Leader (MTL) or workforce transition activities preferred.</li><li>
Demonstrated ability to independently manage moderately complex work.</li><li>
Proficiency in Excel, PowerPoint, SharePoint, and collaboration tools.</li><li>
Experience with JIRA, ServiceNow, registry/capacity tools, financial systems, and Power BI preferred.</li></ul>
Preferred Qualifications:<ul><li>
Power BI Dashboarding -Expertise</li></ul></div>

Senior Technology Portfolio Management Analyst (contract)

Morningstar

<div>The Role:
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written &amp; verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week. 
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:<ul><li>
Supporting asset class research (equities, fixed income, currencies)</li><li>
Capital markets research</li><li>
Investment manager research</li><li>
Research related to risk and portfolio analytics &amp; construction</li><li>
Preparation and delivery of client facing materials to meet specific deadlines</li></ul> 
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables. 
Qualifications:<ul><li>
A bachelor's degree, preferably in finance or economics</li><li>
One to four years of relevant investment experience, preferably in the financial services industry.</li><li>
Strong quantitative and analytical skills</li><li>
Excellent communication and presentation skills, both written and verbal</li><li>
A self-starter, able to work on projects independently</li></ul> 
Nice to have: An MBA and/or Chartered Financial Analyst&reg; designation or progress towards them is preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That&rsquo;s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:<ul><li>
Financial Health<ul><li>
100% 401k match up to 6% of salary</li></ul><ul><li>
Stock Ownership Potential</li><li>
Company provided life insurance - 1x salary + commission</li></ul></li><li>
Physical Health<ul><li>
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages</li><li>
Additional medical Wellness Incentives - up to $300-$600 annual</li><li>
Company-provided long- and short-term disability insurance</li></ul></li><li>
Emotional Health<ul><li>
Trust-Based Time Off</li><li>
6-week Paid Sabbatical Program</li><li>
6-Week Paid Family Caregiving Leave</li><li>
Competitive 8-24 Week Paid Parental Leave</li><li>
Adoption Assistance</li><li>
Leadership Coaching &amp; Formal Mentorship Opportunities</li><li>
Annual Flex Stipend - $1000 annually to cover personal education &amp; well-being expenses
</li><li>Tuition Reimbursement</li></ul></li><li>
Social Health<ul><li>
Charitable Matching Gifts program</li><li>
Dollars for Doers volunteer program</li><li>
Paid volunteering days</li><li>
15+ Employee Resource &amp; Affinity Groups</li></ul></li></ul>
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity</div>

Investment Analyst - Institutional Solutions

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Community Bankshares

<div>About Phoenix Lender Services 
Phoenix Lender Services: Empowering Growth, Simplifying Servicing, and Delivering Value. 
At Phoenix Lender Services, we are dedicated to helping lenders unlock their full potential. Our specialized team, experts in USDA and SBA government-guaranteed lending, navigates the complex application process from start to finish, eliminating the need for lenders to invest in additional overhead. By streamlining this intricate process, we allow both traditional and non-traditional lenders to concentrate on their core objectives without building dedicated departments for loan requests.
Together, we pave the way for success, fostering innovation and efficiency in the lending industry. 
Based in Georgia and serving clients nationwide, Phoenix Lender Services offers a comprehensive suite of solutions, including access to capital, loan underwriting, loan servicing, portfolio management, compliance reviews, and risk analysis. Our seasoned professionals combine extensive industry expertise with cutting-edge technology to provide tailored strategies that align with each client&rsquo;s unique goals. 
Phoenix Lender Services: Your partner in fueling growth, revolutionizing lending, and creating sustainable value. 
Position Summary: 
The AVP &ndash; Senior Portfolio Analyst is primarily responsible for providing assistance and support for closed SBA 7a, SBA SLA, SBA Express, SBA 504 and SBA PPP loans. This position is also responsible for managing all aspects of the SBA portfolio including working closely with clients to optimize opportunities, ensure compliance with SBA and government policies, and monitor risk. The AVP Senior Portfolio Analyst will assist the SVP - Special Assets in handling problem SBA loans. 
Job Duties/Responsibilities: 
<ul><li>
Maintain existing SBA portfolio by monitoring tickler items, required financials, etc. to ensure compliance with government policies.</li><li>
Process servicing actions in accordance with the SBA Servicing and Liquidation procedures.</li><li>
Respond to all client inquiries and requests regarding releases, subordinations, and substitutions of collateral, and loan payoff demand requests.</li><li>
Maintain up to date knowledge of bank policies, with advanced knowledge of SBA loan policies and procedures, as well as some knowledge of underwriting, processing and servicing of SBA loans.</li><li>
Complete Post Closed SBA file reviews on new SBA loans.</li><li>
Acquire, execute and/or complete any necessary documentation required for a clean file to ensure readiness for internal and external audits.</li><li>
Perform annual reviews in accordance with SBA and internal credit guidelines.</li><li>
Review and monitor documents for collection efforts as needed for insurance and real estate taxes and payoff and collateral releases.</li><li>
Assist in managing past due and maturing loans by monitoring portfolio for delinquencies.</li><li>
Prepare deferment requests to be approved by their manager. Document them in the borrowers&rsquo; loan folder.</li><li>
Understand and adhere to the organization&rsquo;s SBA Loan Policy and the SBA SOP compliance rules and regulations.</li><li>
Ensure deficiencies are accurately resolved and documentation is received within established deadlines and escalate all unresolved issues to management, where appropriate.</li><li>
Work closely with the Portfolio Manager in providing reporting to the organization&rsquo;s Senior Management as needed.</li><li>
Complete all assigned mandatory and regulatory training within required time frames.</li><li>
Assists SVP &ndash; Special assists with problem SBA loans.</li><li>
Maintain a work area which ensures the safety and confidentiality of all customer records and transactions.</li><li>
Understand and comply with Bank Secrecy Act and Anti-Money Laundering Policies and Procedures.</li><li>
Confidently embody Community Bank &amp; Trust &ndash; West Georgia&rsquo;s Mission, Vision and Values.</li><li>
Represent Community Bank &amp; Trust &ndash; West Georgia in the community and at community events.</li><li>
Perform all other duties as assigned.</li></ul> 
Required Skills/Abilities:<ul><li>
Working knowledge of PCFS &ndash; Loan Manager.</li><li>
Strong organizational skills, high level of accuracy and attention to detail.</li><li>
Excellent time management and multi-tasking skills and ability to set goals, meet deadlines, prioritize work and handle interruptions while maintaining focus on results and quality.</li><li>
Excellent written and oral communication skills, including the ability to read and interpret written information, recall written and oral instructions provided by others, edit documents for accuracy, grammar and spelling, write clearly and informatively and communicate information with clarity, tact and diplomacy.</li><li>
Ability to establish and maintain effective working relationships with co-workers, customers and vendors. Ability to work effectively both independently and as part of the team.</li><li>
Proficiency in using Microsoft Office Suite and banking/loan software programs and platforms.</li></ul> 
 Education and Experience:<ul><li>
An undergraduate degree in business, accounting, or finance, or a related field or an equivalent combination of training and experience.</li><li>
Minimum of 3 years of experience in commercial/SBA lending.</li><li>
Minimum of 2 years SBA Loan Servicing Assistance.</li></ul> 
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to communicate. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Onsite work environments are climate controlled.
_______________________________________________________________
Note:
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. They may change, or new ones may be assigned at any time with or without notice. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an &ldquo;at-will&rdquo; relationship.</div>

AVP - Senior Portfolio Analyst

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