Portfolio Manager

Company Details

Position Overview:

Lakeland Bank has a fantastic opportunity for a Portfolio Manager on our Commercial Lending Team.. As the CML Portfolio Manager at Lakeland Bank you will manage the Portfolio of existing clients as well as nurture and expand the relationships to best serve the clients account. You will consistently identify the needs of the clients to recommend and deliver appropriate products and services. Ultimately, you are responsible for managing a large portfolio of loans.

If you are excited about joining a growing bank and being a member of a dynamic new team… we’d like to hear from you!

Key Accountabilities:
  • Processing requests for new loans, ACH exposure, Anytime Business Banking from existing customers
  • Processing requests for loan modifications from existing customers
  • Processing requests for line of credit, ACH and Anytime Business Banking renewals for existing customers
  • Decisioning overdrafts/uncollected
  • Following up on past due and matured loans to maintain delinquencies at minimal levels
  • Maintaining credit files with current financial information, call reports, credit reports, correspondence, etc.
  • Developing and maintaining a calling program for existing customers
  • Preparing Problem Loan Reports
  • Participating in Team projects and assisting other lenders as directed by the Team Leader
  • Developing relationships with other Business Partners and cross-selling products/services to existing customers
  • Developing relationships with CPA’s and Attorneys of existing customers to source new business opportunities for the Bank

Skills Required:

  • Bachelor’s degree in accounting, marketing, business administration, finance, etc. Equivalent to 4-yr college degree, or equivalent combination of education and experience
  • 5-7 years direct “line” experience in commercial lending, underwriting or portfolio management
  • Skill-set sufficient to translate analytical skills into recommendations in support of loan decisions
  • Excellent organizational, time management and prioritizing skills, sufficient to accomplish every aspect and task in the life cycle of a loan
  • Excellent and effective verbal and written communication skills
  • Proficiency in Microsoft Office
  • Must be bondable

Employment Eligibility:

All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.

Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law

Scheduled Hours:

Monday-Friday 8:30am-5:00pm

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