Job summary
Job post source
This job is directly from UMB Bank
Job overview
The Portfolio Manager I at UMB Bank manages Commercial & Industrial loan portfolios, impacting the company's financial growth by qualifying loan requests and supporting portfolio management.
Responsibilities and impact
The role involves performing detailed credit analysis, preparing underwriting documents, monitoring loan compliance, managing credit risk, providing customer service, and supporting loan officers with portfolio activities.
Compensation and benefits
The compensation range is $51,480 to $99,330 with benefits including paid time off, 401(k) matching, medical/dental/vision insurance, tuition reimbursement, and various associate programs.
Experience and skills
Requires a bachelor's degree in Business, Accounting, Finance or related field with 3 years banking or equivalent experience, strong communication, credit underwriting knowledge, analytical skills, and proficiency in Microsoft Office and commercial lending software.
Career development
UMB Bank offers multiple career opportunities, encourages employee voices, and supports professional growth within the company.
Work environment and culture
UMB Bank values inclusion, diversity, trust, and community involvement, fostering a supportive and ethical work environment.
Company information
UMB Bank is a financial institution focused on Commercial & Industrial loans, emphasizing meaningful client relationships and comprehensive financial services.
Team overview
The candidate will join a team including Portfolio Managers, Underwriters, Credit Analysts, and other financial professionals managing commercial loan portfolios.
Unique job features
The role is distinguished by its integral position in managing large commercial loan portfolios and close collaboration with sales officers and credit committees.
Company overview
UMB Bank is a diversified financial services company headquartered in Kansas City, Missouri. It offers a wide range of banking services including personal banking, commercial banking, wealth management, and investment services. The company generates revenue through interest income from loans, fees from banking services, and investment management fees. Founded in 1913, UMB Bank has a long history of stability and growth, and it is known for its strong customer service and community involvement.
How to land this job
Position your resume to highlight your experience in commercial loan portfolio management, credit analysis, and underwriting, emphasizing your ability to assess borrower repayment capacity and structure loans effectively.
Emphasize skills related to monitoring credit risk, analyzing financial covenants, and managing loan documentation and compliance, as these are key responsibilities for the Portfolio Manager I role.
Apply through multiple platforms, including UMB Bank's official corporate career site and LinkedIn, to maximize your application visibility and reach.
Connect with current UMB Bank employees in the Commercial & Industrial lending or credit analysis divisions on LinkedIn; use ice breakers like commenting on recent UMB financial news, asking about team culture, or inquiring about the loan portfolio management process to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'credit analysis,' 'loan structuring,' 'borrowing base reports,' 'covenant compliance,' and 'commercial lending software' to improve your chances of passing automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking.
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