Business Services Portfolio Manager at Landmark Credit Union
New Berlin, WI 53151, USA -
Full Time


Start Date

Immediate

Expiry Date

22 Oct, 25

Salary

0.0

Posted On

23 Jul, 25

Experience

6 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Credit Analysis, Regulations, Discretion, Communication Skills, Confidentiality

Industry

Financial Services

Description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

REQUIREMENTS

  1. Must have a Bachelor’s Degree in business or related field and a minimum of six years of direct experience in business/commercial credit analysis. Equivalent combination of education and experience will be considered.
  2. Previous portfolio management experience is preferred but not necessary.
  3. Must have strong financial and credit analysis skills as well as a detailed understanding of business credit documentation and business collateral documents.
  4. Must have experience or be able to gain proficiency in all programs and systems used for this job including systems related to deposit and loan products.
  5. Must possess excellent oral and written communication skills, problem solving skills, organizational skills and the ability to work independently as a valuable team member in a dynamic environment.
  6. Must have the ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
  7. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
Responsibilities

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