Arizona Portfolio Manager

Job Summary

A company is looking for a Portfolio Manager Business Services.

Key Responsibilities

• Manage day-to-day needs of larger business members and serve as the primary contact for their portfolio
• Oversee loan processes including originating loans, reviewing applications, and conducting closings
• Provide quality service by assessing member needs and recommending appropriate financial products and services

Required Qualifications, Training, and Education

• 3 years of professional experience in a progressive financial setting, preferably in business relationship management
• Associate's degree in business, marketing, finance, economics, or a related field, or equivalent experience
• Advanced skills in Microsoft Office Suite, especially Excel
• Experience with analytical and reporting software preferred
• Demonstrated ability to multi-task and work effectively in a fast-paced environment