Portfolio Manager - Floorplan Financing bei First Business Bank
First Business Bank · Madison, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Madison
Join the winning team at First Business Bank as the Portfolio Manager - Floorplan Financing!
First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
The Portfolio Manager- Floorplan Financing is responsible for underwriting, credit monitoring, and portfolio management of Floorplan Finance relationships. Primary duties include collecting financial data on new and existing clients, monitoring the risk of the portfolio, and other general risk mitigation duties to help maintain the overall soundness of the Floorplan portfolio.
Work Model: Hybrid and full-time at either our Madison, WI location or the Indianapolis, IN office.
Specifically, as a Portfolio Manager you will:
Portfolio & Credit Risk Management
- Own primary responsibility for the credit quality and monitoring of portfolio risks.
- Analyze financial data on existing clients, while striving to help maintain the overall soundness of the loan portfolio.
- Track overall portfolio statistics and provide insight on trends.
- Track industry trends and report findings to leadership.
- Assist President in the monitoring of the portfolio dashboard.
Risk Monitoring & Analysis
- Utilize available monitoring tools to gauge various risk parameters of each client.
- Conduct fraud risk analysis using advanced methods and research tools provided by the company or obtained through other reliable resources.
- Have an investigative mindset by reviewing various internal reports and client provided reports to identify irregularities.
- Analyze client performance and communicate with leadership areas of concern.
Compliance & Policy Oversight
- Be responsible for monitoring client’s compliance with the credit agreement.
- Work closely with Bank leadership leadership team and communicate on clients’ compliance with their loan terms and company policy.
Loan Operations & Documentation
- Work with the Loan Quality department to prepare documentation on the closing of new loans.
- Manage the renewal process by working with the VP-Sales.
Position Requirements:
- Bachelor’s degree in business, finance or related field required
- 3+ years of credit analyst experience
- 5+ years automotive industry experience preferably in inventory financing is preferred
- Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly
- Ability to work independently and use independent judgement with minimal supervision
- Ability to handle pressure of meeting deadlines
