First Security Bank
Missoula, MT, USA
About The Role
The Portfolio Manager (PM) will be responsible for the ongoing management of an assigned portfolio of commercial loans ranging in size up to $1,000,000. The subject portfolio will generally be granular in nature, however larger relationships may be added depending on overall capacity and job performance. The PM will play a vital part in the commercial lending process, offering continued relationship management to the banking client’s total relationship to the bank, and enhancing the client experience by serving as an additional “primary” point of contact.
The PM will have strong financial analysis, communication, and business acumen. Their primary duties will span the entire lending process at times, including proactively managing portfolio loan requirements (i.e., financial statement requirements, performance covenant measurements, Annual Loan Reviews, etc.) to presenting self-prepared credit authorizations for approval to applicable...