Business Banking Portfolio Manager
Company: Summit Credit Union Career
Location: Oak Creek
Posted on: April 1, 2026
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Job Description:
Join our team as a Business Portfolio Manager and play a key
role in helping local businesses thrive. Join our team as a
Business Portfolio Manager and play a key role in helping local
businesses thrive. Current opportunity: *Greater Milwaukee/Racine
Provide portfolio support to the Business Relationship Managers by
assisting in the gathering of critical information, monitoring
loan/relationship performance, underwriting and documenting
business loans assigned by VP Market Manager. The Business
Portfolio Manager partners closely with assigned market’s Business
Relationship Managers to execute on the commercial loan origination
strategy by working directly with prospects, members and centers of
influence (COI’s) to develop optimal financing structures to
address borrowing needs. Responsible for the management of an
assigned lending portfolio, including evaluation of ongoing credit
risk, capacity to repay, adequacy of collateral, and loan
conditions and covenants. Responsible for handling portfolio member
inquiries, resolving issues with business deposit and loan
accounts, delivering exceptional member service, and ensuring that
all processes, procedures, letters, and documentation within areas
of responsibility are contributing to a positive member experience.
Expected Outcomes Members receive outstanding accurate and timely
service. Relationships with Credit and Operations teams are marked
by clear communication and mutual respect. Proactive relationship
management results in minimal administrative delinquent loans.
Business Services is well represented at community events and local
non-profits. Performance metrics demonstrate the attainment of key
business objectives, including portfolio quality. Member experience
and profitability are strengthened through the implementation and
promotion of Business Services initiatives and the fostering of a
service to sales culture. Capability Requirements Bachelor's Degree
in Business, Finance, or related field. Three or more years of
experience in business services/banking as credit analyst,
portfolio manager, or relationship manager; or combination of
applicable work experience and education. Professional,
well-developed interpersonal skills essential for interacting with
credit union staff and Well-developed mathematical skills. Ability
to work accurately with figures and perform detailed work with an
extremely high degree of precision. Knowledge of business loan
processing and servicing. Knowledge of laws and regulations that
govern member business lending. Ability to interpret and follow
written policies. Ability to work under pressure and multi-task,
while maintaining professionalism and courtesy. Basic knowledge of
Microsoft Word, Outlook and intermediate knowledge of Excel.
Keywords: Summit Credit Union Career, Elmhurst , Business Banking Portfolio Manager, Accounting, Auditing , Oak Creek, Illinois
