Commercial Portfolio Manager

Location: Topeka
Posted on: June 23, 2025

Job Description:

The Commercial Portfolio Manager (CPM) is responsible for the administrative management of the specific assigned lending relationships of commercial loans. The CPM will act as a resource to the Commercial Loan Officer for his/her accounts. The administrative management of the account includes ensuring that compliance and covenant information is up to date and complete within credit files and that there is active communication with the borrower to obtain such information. In addition, the CPM will assist in performing underwriting analysis of new or renewed credits, including the preparation of credit approval packets. Responsibilities and Expectations Primary Responsibilities: • Focus daily activities on ensuring information and credit files of all assigned borrowers are current and there is active communication with borrowers. • Maintain follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and updating loan files. • Assists in preparing and underwriting credit approval packets including new request, renewals and annual reviews within assigned portfolio. • Works closely with the Credit Department to ensure all assigned loan requests are processed in a timely manner. • Present Annual Reviews of assigned credits to Loan Committee. • Reviews loan documentation to ensure documents accurately reflect credit approval terms, perfect the bank’s security position and protect the bank’s rights and remedies. • Schedule and conduct timely site visits and inspections of collateral. • Assist in facilitating the closing of transactions. • Assist Commercial Lenders in managing past due and maturing loans. • Attends and participates in team meetings and required community/business related events. • Assist Commercial Lenders to ensure customers are being serviced as needed. • Perform other duties as assigned or required. Secondary Responsibilities • Assists with developing and strengthening existing commercial banking relationships through scheduled customer touches. • Assists with researching, preparation and execution of customer calls. • Assists with developing new sources of revenue within the existing portfolio by maintaining knowledge of commercial banking products and services and exploring cross selling opportunities. • Provide back up support for loan assistants from time to time. • The employee is responsible for understanding and following the applicable laws and regulations for their job responsibilities including, but not limited, to the Equity Bank Business Ethic and Conduct policy, the Bank Secrecy Act, Information Security policies and procedures, and Suspicious Activity reporting requirements. Required Skills & Education • Bachelor’s Degree in Accounting, Finance or related field (required) • 3 years credit analysis experience (required) • Previous experience in a portfolio management role (preferred

Keywords: , Blue Springs , Commercial Portfolio Manager, Accounting, Auditing , Topeka, Missouri