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Morrill & Janes Bank

Job: Portfolio Manager II

Jobing Description

Morrill & Janes Bank and Trust growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

The Portfolio Manager II assists the Bank’s Commercial Banker(s) by completing activities to help analyze new opportunities and close the loans in accordance with established lending objectives, policies and procedures.


1.  Participate with the Commercial Banker in meetings with the client or prospect at either the customer’s place of business or at the bank offices.
2.  Assist the Commercial Banker by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting.  Attend internal sales meetings in support of business development activities.
3.  Support the Commercial Banker in client and prospect meetings by being an expert on PROFITMAX.
4.  Assist the Commercial Banker to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner.
5.  Assist the Commercial Banker by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk.
6.  Assist the Commercial Banker by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans.
7.  Assist the Commercial Banker by conducting loan closings and monitoring the portfolio
8.  Assist the Commercial Banker by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations.
9.  Be actively involved in community activities that will promote the bank and/or assist in business development.

Job Requirements:

1.  Bachelors Degree in Business, including specific courses in accounting, finance, and economics plus additional bank related training
2.  5 plus years related banking/credit analysis
3.  Commercial Banking or Portfolio Management experience required
4.  Or equivalent combination of education and experience

Scheduled Weekly Hours:


Time Type:

Full time

Morrill & Janes Bank and Trust offers you friendly, exceptional service and great banking products. As a customer, you will have the unique opportunity to develop a relationship with banking professionals who really care about you. We take pride in giving our customers the very best banking experience possible.

Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi-billion financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring you the personal attention you deserve, backed by the products and services that make Great Things Happen!

Morrill & Janes Bank and Trust's team of leaders is fully committed to serving our clients, employees and community.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 9 Days Ago

Full time



Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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