Business Development Officer/Portfolio Manager

Role responsibilities

The role focuses on sourcing new business relationships to drive commercial lending and deposit growth for small businesses and community clients. Responsibilities include managing a loan portfolio, analyzing financial information, and representing the bank at local community events.

Requirements

Candidates must have a bachelor's degree in business, finance, or a related field and experience in credit management and portfolio management. Proficiency in financial statement review, risk management, and banking regulations is required.

Key skills

New Business Development, Relationship Building, Pipeline Management, Financial Analysis, Credit Risk Assessment, Loan Structuring, Communication, Customer Service, Credit Management, Lending, Portfolio Management, Commercial Banking

Keywords

Commercial Lending, Deposit Growth, CDFI, Community Banking, Loan Underwriting, Credit Quality, Financial Statements, Risk Management, Loan Documentation, Business Development, Portfolio Management, Small Business Banking