Commercial Loan Portfolio Manager - North Shore Bank

North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting the community we all share. And it’s our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace twelve times by the Milwaukee Journal Sentinel.

As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.

Our team is growing!

SUMMARY: Responsible for the maintenance of existing commercial loan portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES: North Shore Bank's Position Descriptions are intended to describe only the major functions of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of the Bank.

Manages an existing portfolio of commercial loans, and generates new loan activity from the existing portfolio and external sources, with a production goal to be set by the department manager.

Refers new commercial loan opportunities to senior loan officers when necessary; develops and maintains a relationship with existing customers and centers of influence (COIs); and, provides information on lending products and policies.

In conjunction with the portfolio managers in the credit department, the candidate is responsible for tracking and gathering information needed for loan renewals, modifications and/or watch loan updates.

Works closely with senior loan officers and customers throughout the process, from initial contact through closing. Explains loan terms and conditions and analyzes loan details to determine eligibility within the Bank’s policies and procedures. Assesses and explores opportunities for new business.

Participates in meetings with customers, conducts site visits, and attends industry networking and entertainment events.

Assists in the preparation of loan write-ups and presents recommendations to the appropriate loan committee for approval; structures commitments per committees' direction, manages the transaction through the appraisal, closing and booking process. Conducts follow-up with customers as needed.

Tracks exception reports for all loan officers and contact customers to obtain required documentation.

Applies a thorough understanding of the Bank’s products, policies, and procedures to all commercial loans.

Other duties as defined and identified by the Department Manager.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

Position requires a bachelor’s degree from an accredited college or university in a business related field such as business or finance. Requires at least two years of commercial lending experience with direct client interaction preferred. Additional coursework and/or work experience in appraising and/or construction lending preferred.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel objects or controls (necessary for operating a computer); and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus both of which are necessary for operating a computer and completing loan applications. Position also requires the ability to operate a motor vehicle for traveling to various customer or vendor locations.

Required Skills


Required Experience