Investment Portfolio Manager, Sr. jobs in Fargo, ND

Commercial Banker & Portfolio Manager

• Hybrid Role- Leveraging the role as a Portfolio Manager & Commercial Banker located in the AZ Region specifically supporting the Specialty Markets

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $25 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you.Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

Job Summary:

Primary responsibilities of this position are to provide the Commercial Banking team with support on select credits, assist with managing portfolio risk, and assist with other special projects.

Primary Duties:

• Help commercial banking leadership and other bankers as designated by leadership on managing existing portfolio of client relationships and potential new clients.
• Analyze financial statements, prepare litmus documents and proposals for existing and potential new clients.
• Develop and maintain client/portfolio trend reports and monitor industry guidance to manage risk.
• Responsible for the review of loan committee presentations, annual credit reviews and problem loan summaries.
• Analyze interim financial statements of existing clients.
• Help with administration of nonperforming loans.
• Maintain reporting infrastructure designed to manage risk in this division.
• Support key strategic relationships with commercial banking leadership and other bankers as designated by leadership.
• Establish and negotiate, where necessary, terms under which the credit could be structured, including the costs, repayment methods, and collateral requirements.
• Assist banker with onboarding of select customers to make sure the process is being managed well and goes smoothly (may require coordination with Commercial Loan Coordinator, TM, Credit, etc.).
• Monitor the credit facility once it is booked, including an assessment of interim financial information, borrowing base reports, ongoing covenant compliance and other supporting documentation.
• Assist in the training process of future bankers, portfolio managers and commercial loan coordinators.
• Mentor junior Portfolio Managers in the credit extension process.
• Serve as backup or delegate for approvals of a certain level as requested by commercial banking leadership.
• Understand and adhere to the Bell Commercial lending guidelines.
• May also support activities including those related to preparation of information for team meetings, executive management and/or board of directors' reports, internal or external audits, and regulatory examinations.
• Provide unequaled customer service to commercial deposit and loan customers.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned

Job Skills Required:

• A. in accounting, finance, business administration, or related field.
• Five or more years of credit, lending or examining experience.
• Working knowledge of loan documentation.
• Above-average written and communication skills.
• Proficiency with computer technology.
• Ability to deal with multiple tasks and deadlines.
• Effective time management and organizational skills.

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer