Small Business Banking Portfolio Manager

Job Summary
Responsible for credit monitoring and portfolio management of Small Business Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships. Primary performance responsibilities include recommending structure, collecting financial statements, internal communication and management of the renewal process, communicate rates and terms to the customer, recommending new products and services to the customer when appropriate, and coordinate loan closing internally and externally. Maintain and build loan portfolio for Business Banking.

Job Accountabilities

• Manage the renewal process by working with the Sales and Support Specialist and the credit department to get credit presentations completed in a timely fashion. PM Manages the end-to-end process for renewals.
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as regulatory guidelines.
• As appropriate to experience, co-manage relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure.
• Responsible for credit risk and quality of the small business portfolio
• Partner with the Sales and Support Specialist to address credit inquiries, acting as a liaison to the Credit Department, the Relationship Manager and other internal business partners.
• Participate in community and business functions/groups to ensure a positive image for the bank within the region's marketplace.
• May participate with ad hoc special projects for the team or region as needed.

Education

• Bachelor's Degree or equivalent combination of education and experience Business, Finance or Accounting or other related discipline Required

• 2-4 years Commercial/Corporate/Specialized Banking/SBA and/or Credit Approval Experience Required

Associated Bank 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, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: careers@associatedbank.com

Compliance Statement
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated's anonymous Ethics Hotline.

Associated Bank is committed to working diligently with any colleague who needs an accommodation perform the essential functions of the job. Please contact the Leaves & Accommodations office to request an accommodation.