Portfolio Manager BBLC
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Job Location:
Kansas City, KS - USA
Monthly Salary:
$ 51480 - 99330
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
As the Portfolio Manager - BBBLC you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500000) that are reviewed decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals modifications changes in terms credit reviews and reaffirmations for the Business Banking and credit portfolios.
How youll spend your time:
- You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
- You will present solutions to credit structure covenants financial reporting requirements and other credit conditions to the Underwriter.
- You will monitor portfolio continuously by tracking loan exceptions BBC covenants pas dues and other portfolio management activities.
- You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
- You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint.
- You will secure financial information and test covenants requirements.
- You will provide timely client follow up and ensure that loan servicing actions such as past due payment collections demand letters law suits and liquidations are properly administered. You may perform site visits if needed.
- You will address complaints successfully resolve documentation exceptions and covenant requirement violations.
- Other duties as assigned.
Were excited to talk with you if:
- You possess a Bachelors Degree in Business Accounting Finance or related area with at least 6 hours of accounting AND 1 year in Business Loan experience (up to $5MM) AND 1 year credit analysis experience.
- OR you have any combination of education and experience that would provide an equivalent background.
- You demonstrate credit decision making skills and ability.
- You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results.
- You demonstrate excellent writing skills to create credit memos.
- You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers.
- You demonstrate ability to work independently.
- You demonstrate proficiency of Excel and Word to create tables and worksheets for credit memos.
Bonus points if:
- You have previous Business Loan collections experience.
- You have 2 years Business Loan credit underwriting.
- You have knowledge of Capital Stream FIS/BIS.
- You have an aptitude to think strategically and envision future state of the portfolio.
APPLICATION DEADLINE: NOVEMBER 15 2025
Compensation Range:
$51480.00 - $99330.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.
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Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
