Credit Portfolio Manager

UMB Financial Corporation

Overland Park, KS, US
Base: $57,760.00 - $124,170.00; bonus/equity: annu...
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Business banking loan experience up to $5mm
Financial statement analysis and spreading
Loan proposal creation and credit memo writing
** The Credit Portfolio Manager position at UMB Financial Corporation involves managing a portfolio of Business Banking and Small Business Banking loans, including loan reviews, renewals, and modifications. The ideal candidate should have a strong background in business banking, financial analysis, and excellent communication skills. **

Job Summary

  • The role involves managing a portfolio of Business Banking and Small Business Banking loans while performing daily financial analysis and loan processing.
  • Candidates will be responsible for identifying early warning signs, monitoring covenants, and coordinating collateral liquidation when necessary.
  • UMB offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and comprehensive health insurance coverage.

Matching Summary

Match Score: 75

** The Credit Portfolio Manager position at UMB Financial Corporation involves managing a portfolio of Business Banking and Small Business Banking loans, including loan reviews, renewals, and modifications. The ideal candidate should have a strong background in business banking, financial analysis, and excellent communication skills. **

Salary

Base: $57,760.00 - $124,170.00; Bonus/Equity: Annual incentive pay available; Benefits: 401(k) matching, PTO, medical/dental/vision, adoption assistance

Skills & Requirements

Must-have

  • Business Banking loan experience up to $5MM
  • Financial statement analysis and spreading
  • Loan proposal creation and credit memo writing
  • Collateral monitoring and liquidation coordination
  • Excel proficiency for credit memos

Nice-to-have

  • Strong verbal and interpersonal communication skills
  • Ability to work independently
  • Experience with SBA loan processing
  • Collaborative relationship with sales force

Key Requirements

  • Bachelor's degree in Business, Accounting, or Finance
  • 6+ years of experience with Business Banking loans up to $5MM
  • 3+ years of underwriting experience in Business Banking
  • Minimum 6 hours of accounting coursework

Work Rights

Not specified

Tailored Resume

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