Associated Bank

Portfolio Manager - VP

Associated Bank$83K — $143K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
  • 4+ years of experience in Commercial Real Estate or credit analysis
  • 4+ years managing or analyzing complex credit transactions
  • 3+ years in sales or business development (preferred)
  • CFA (Chartered Financial Analyst) designation (preferred)

Responsibilities

  • Analyze borrower financials, property performance, and market data to evaluate loan opportunities
  • Manage portfolio risk by monitoring loan performance and ensuring accurate risk ratings
  • Partner with Relationship Managers to support client relationships
  • Prepare clear credit presentations and approval materials
  • Ensure compliance with lending policies and regulatory guidelines
  • Monitor repayment activity and overall financial conditions of borrowers
  • Support due diligence and underwriting for new client opportunities

Benefits

  • Retirement savings including both 401(k) and Pension plans
  • Paid time off to volunteer in your community
  • Opportunities to connect through diversity-focused Colleague Resource Groups
  • Competitive salaries with professional development and advancement opportunities
  • Bonus benefits including well-being programs, parental leave, and military benefits
  • Personal banking, loan, investment and insurance benefits
Full Job Description
Join Associated Bank as a Portfolio Manager supporting Commercial Real Estate clients through credit analysis, portfolio management, and relationship support. You'll play a key role in evaluating loan opportunities, managing risk, and contributing to client growth. This role offers strong exposure to complex deals and opportunities to develop leadership and credit expertise.Key Accountabilities
  • Analyze borrower financials, property performance, and market data to evaluate new and existing loan opportunities
  • Manage portfolio risk by monitoring loan performance and ensuring accurate, timely risk ratings
  • Partner with Relationship Managers to support client relationships and deliver responsive service
  • Prepare clear, comprehensive credit presentations and approval materials
  • Ensure compliance with lending policies, regulatory guidelines, and internal procedures
  • Monitor repayment activity, covenant compliance, and overall financial condition of borrowers
  • Support due diligence and underwriting for new client opportunities and transactions
  • Contribute to special projects and mentor junior team members as needed
Education & Experience

Required:
  • Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
  • 4+ years of experience in Commercial Real Estate or credit analysis
  • 4+ years managing or analyzing complex credit transactions


Preferred:
  • 3+ years in sales or business development
  • 1+ year of formal credit training
  • CFA (Chartered Financial Analyst) designation
  • Valid driver's license and reliable transportation

Why You'll Love Working Here

At Associated Bank, you'll work alongside experienced professionals in a collaborative, growth-focused environment where your insights directly impact client success. We invest in your development through hands-on deal exposure, mentorship, and advancement opportunities. Be part of a team that values relationships, accountability, and community impact-apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.


Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$83,580.00 - $143,280.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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