Portfolio Manager

Midwestone Financial Group, Inc. Pella , IA 50219

Posted 2 months ago


At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

Responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.


  • This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.

  • Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This may include reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.

  • Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.

  • Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance to internal policies and procedures.

  • Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.

  • Ensures loan agreements are complete and accurate according to policy.

  • Assures timely loan closing and funding activities.

  • Reviews loan documents and reports to ensure integrity of data input/stored in Navigator (bank's mainframe system) post-closing.

  • Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.

  • Works on other designated credits or special projects as assigned by Regional President and/or Lead Commercial / Ag Banker:

  • May participate and make presentations of credit requests needing action to Metro Loan Committee, Executive Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s).

  • Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.

  • May participate in the planning process for the region's Commercial/Ag Banking Department.

  • Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles

The Perks!

  • Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)

  • Career growth opportunities

  • Continuous learning opportunities

  • 401(k) Retirement Plan with company match with immediate vesting

  • Employee Stock Ownership Plan

  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members

  • Employer provided long term and short term disability insurance

  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!

  • Medical, Dental, and Vision insurance

  • Flex spending plan & Health savings accounts

  • Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance

  • Student Loan Debt Reduction Program & Tuition Assistance Plan

  • Wellness Program

  • Free banking services and other financial services discounts

  • Take Your Dog to Work Day in June

  • Employee Rally Day- a day of celebration and recognition!


  • Bachelor's degree (B. A.) from four-year College or university preferred plus 1-3 years related experience, or equivalent combination of education and experience.

  • Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.

We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

Now that you know more about us and the position, next step is for you apply so we can learn about you!

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Portfolio Manager

Midwestone Financial Group, Inc.