Portfolio Manager jobs in Champaign, IL
The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Portfolio Manager jobs
Commercial Lending Portfolio Specialist
- Farm Credit Illinois
-
Mahomet, IL
FULL_TIME
-
Commercial Lending Portfolio Specialist
Apply NowDescription/Job Summary
The Portfolio Manager completes compliance, credit administration, and loan servicing responsibilities and serves as an information resource for the Commercial Lending Department.Responsibilities/Duties
Compliance & Credit Administration- Monitors and reviews Borrowing Base Reports (BBR) for compliance, following up with customers as needed
- Monitors, reviews, and follows up for financial statements on accounts that are required to provide financials
- For loan participations, monitors and follows up with lead lenders on accounts where periodic financial information is required
- Identifies and resolves issues with above monitoring responsibilities
- Ensures conditions of loan approvals are satisfied
- Assists Commercial Lenders by processing renewals, new loan requests, and loan servicing actions
- Monitors construction loan inspections, disbursements, and billing of undisbursed fees, reporting issues or concerns to the Commercial Lender for resolution
- Works with corporate legal counsel on issues as diverse as review of loan participation documentation, eligibility opinions, and other actions requiring legal counsel’s assistance and input
- Monitors covenant compliance, ensuring timely and thorough compliance
- Requests periodic financial statements from customers to maintain current financial information
- Serves as tertiary contact for key loan relationships and key loan particpation partners
- Assists support staff with loan document production by reviewing loan documents to ensure they include the correct
legal descriptions, note terms and covenants, and conform with the terms of approval - Provides assistance and guidance to support staff with quarterly calculations of unused fees to ensure accuracy
- Provides guidance to support staff on customer relationship issues when the primary lender is unavailable
- Coordinates with Loan Accounting Operations with servicing fees on loans sold, participation loan accounting setup on participations purchased, and other general accounting questions when the primary lender is unavailable
- Serves as the back-up resource to the support staff
- Completes loan processing
- Provides customer service
- Creates board reports
- Completes account maintenance
- Utilizes on-line research, published reports, contacts within the Farm Credit System, and other resources as needed to maintain and enhance knowledge of specific industries and targeted prospects
- Develops and maintains understanding of risks specific to specific industries and shares information within the Commercial Lending Department
- Utilizes industry knowledge in financing and servicing discussions
- Creates standard quarterly reports on large loan relationships, utilizing information obtained from the Commercial Lender
- Appropriately protects the confidentiality, security, and integrity of the Association’s systems and data and clients’ data
Required Skills
- Working knowledge of accounting principles, practices and methods
- Working knowledge of credit processing and procedures
- Skill in listening and conveying awareness of a customer's problem or issue to find resolution
- Skill in utilizing a systematic approach to problem solving
- Skill in interacting and working effectively with others
- Skill in engaging, colloaborating and building trust amongst team members, along with establishing and maintaining cooperative working relationships.
- Ability to work independently, being self motivated
- Skill in gathering, compiling, organizing and analyzing information
- Skill in performing a variety of duties, often changing from one task to another of a different nature
- Skill in utilizing technology, including Excel and PowerPoint proficiency, to increase efficiency
- Oral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customers
- Expert customer service skills, including the ability to communicate complicated information, deliver bad news effectively, and exceed customer expectations
- Skill in balancing logic and intuition to make sound decisions in a timely manner
- Skill in project management
Required Qualifications
Bachelor’s degree in accounting, business, finance or related field, and
3 years of related experience in finance, loan processing, or banking;
Or an equivalent combination of education and experience sufficient to perform the essential functions of the job - 22 Days Ago
Manager
- Penn Station
-
Danville, IL
FULL_TIME
- Restaurant Manager Penn Station East Coast Subs is looking for Restaurant Managers who are motivated individuals with excellent interpersonal skills, and the ability to build a team that works well to...
- 15 Days Ago
Manager
- DANVILLE
-
Danville, IL
FULL_TIME
- The General Manager is responsible for the overall operation of the restaurant, including but not limited to, directing the activities of hourly employees and store managers, ensuring cleanliness and ...
- 1 Day Ago
Manager
- Wiese Enterprises LLC
-
Champaign, IL
FULL_TIME
- Must provide refrences and a resume as well.Manager Education: High School Experience: Prior supervisory, working in teams, and with public Must be 18 years or olderOverview:Work shoulder to shoulder ...
- 4 Days Ago
Manager
- Buddy Bells
-
Danville, IL
FULL_TIME
- We are seeking energetic and results-driven restaurant leaders to join our team! Candidates should have a proven ability to manage a successful restaurant operation. Candidates must also be able to co...
- 6 Days Ago
Manager
- Applebee's Grill & Bar
-
Savoy, IL
FULL_TIME
- SPECIFIC FUNCTIONS AND DUTIES 1. Manages Restaurant Environment Ensures prompt friendly service according to company guidelines. Directs overall activities and performance of associates on a shift-by-...
- 1 Month Ago
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0 Portfolio Manager jobs found in Champaign, IL area
HCT - CPKH Nursing Administration
- Carle
-
Urbana, IL
- HCT - CPKH Nursing Administration + Department: Nursing Administration - CPKH + Entity: Peoria Service Area + Job Catego...
- 4/19/2024 12:00:00 AM
Certified Nursing Assistant (CNA)
- Accolade Healthcare of Paxton Senior Living
-
Paxton, IL
- C.N.A.'s 8HR SHIFTS**** Amazing New Wage Program!! 3rd shift Full time and every other weekend Accolade Healthcare IS th...
- 4/19/2024 12:00:00 AM
Chief Compliance Officer
- Midland States Bank
-
Champaign, IL
- At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by f...
- 4/18/2024 12:00:00 AM
Associate Financial Representative
- Modern Woodmen of America
-
Champaign, IL
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/17/2024 12:00:00 AM
Senior Accountant
- Blue Signal Search
-
Champaign, IL
- Our client has an impressive industry reputation based on quality customer service, attention to detail, and a high comm...
- 4/16/2024 12:00:00 AM
Associate Financial Representative
- Modern Woodmen Of America
-
Champaign, IL
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/16/2024 12:00:00 AM
Senior Accountant
- Blue Signal Search
-
Champaign, IL
- Our client has an impressive industry reputation based on quality customer service, attention to detail, and a high comm...
- 4/15/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Decatur, IL
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/8/2024 12:00:00 AM
About Champaign, Illinois
Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area.
Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$111,241 to $154,190
Champaign, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago