Commercial Portfolio Associate

We are a fast-growing high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility and add more value, and thrive operating in a dynamic and evolving environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and, over the past decade have grown to be a top performer. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products and competitive pricing that position our teams to go into the market and win business.

We are seeking to add a new Portfolio Management position to our Commercial team. This is a great opportunity for someone who has 1-5 years of industry experience and who is seeking to grow their commercial credit and relationship management skills through exposure to a wide range of C&I and CRE clients of varying complexity. This position will report to the VP, Sr. Portfolio Manager and will focus primarily on the Northeast Ohio portfolio.

Major areas of responsibility include, but are not limited to:

• Tracking of exceptions including borrowing base, covenants, documents, financial statements, policy exceptions, and annual reviews.

• Provide support for the Lenders, Credit, and Operations staff as needed.

• Interact with clients and external contacts including accountants, attorneys, and other support areas within CFBank in a professional manner.

• Handle routine inquiries and client service issues promptly and professionally

• Assist with the tracking/collection of clients' information and updating ticklers in the system.

• Ensure the accuracy and completeness of loan set-up/renewal information for input on the loan system.

• Assist with processing loan advances, loan payments, payoffs, account transfers, and any other client requests promptly.

• Responsible for proper setup and maintenance of client credit, documentation and loan files

• Assist in the management of Cash Value Life Insurance and Marketable Securities reporting

• Comply with internal security policies and procedures and maintain customer confidentiality at all times.

• Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies.

• Accept other responsibilities and projects as requested to add value for CFBank.

Education and Experience

• Bachelor's degree in business/finance or a combination of education and/or experience.

• At least 1-2 years of commercial credit experience preferred. Must have experience in the financial industry with commercial loan exposure.

• Ability to manage multiple priorities with differing timelines, with a strong eye for detail.

• Must have experience in Microsoft Suite including Excel.