Portfolio Manager, Business Banking

Bank of Oak Park

Northfield, IL, United States
Base: $71,000 to $92,000 annually; bonus/equity: e...
On-site
Analyze commercial credit requests
Review financial statements and tax returns
Loan monitoring and covenant testing
The Bank of Oak Park is seeking a Portfolio Manager for Business Banking who will analyze business and real estate loan requests and work closely with lending officers throughout the underwriting process. The position offers a competitive salary, comprehensive benefits, and a supportive work culture that prioritizes employee development and community-focused banking

Job Summary

  • The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
  • Prepare and conduct Credit Approval Presentations (CAPs) including summarizing and reporting trends and analyze commercial credit requests of varying complexity.
  • The role requires a Bachelor’s degree in accounting, finance, business or equivalent experience and a minimum of 2 years’ commercial and industrial underwriting and/or portfolio management experience.

Matching Summary

Match Score: 85

The Bank of Oak Park is seeking a Portfolio Manager for Business Banking who will analyze business and real estate loan requests and work closely with lending officers throughout the underwriting process. The position offers a competitive salary, comprehensive benefits, and a supportive work culture that prioritizes employee development and community-focused banking.

Salary

Base: $71,000 to $92,000 annually; Bonus/Equity: eligible to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) with company match, etc.

Skills & Requirements

Must-have

  • Analyze commercial credit requests
  • Review financial statements and tax returns
  • Loan monitoring and covenant testing
  • Commercial credit analysis techniques
  • Fast-paced, time-sensitive environment

Nice-to-have

  • Relationship-focused service
  • Award-winning culture
  • Promote from within culture
  • Experience with nCino loan origination platform

Key Requirements

  • Bachelor's degree in accounting, finance, business or equivalent experience
  • Minimum 2 years’ commercial and industrial underwriting and/or portfolio management experience
  • Formal credit training is a plus
  • Proficient in Microsoft Word and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter