Milwaukee Succeeds
Power & Utilities Portfolio Manager - VP
Milwaukee Succeeds, Chicago, Illinois, United States, 60629
Chicago, IL / Milwaukee, WI / Minneapolis, MN
Ensure all your application information is up to date and in order before applying for this opportunity. Overview Associated Bank is seeking a seasoned credit and portfolio management professional with expertise in power and utilities project finance to join our team as a Power & Utilities Portfolio Manager - VP. In this role, you'll take on independent responsibility for underwriting, credit monitoring, and portfolio management of complex client relationships, while working in close partnership with Relationship Managers and the Credit Approval team.
Job Accountabilities
Lead underwriting and portfolio management for new and existing loan transactions in the power and utilities sector.
Partner with Relationship Managers as a trusted client contact, helping structure deals, manage amendments, and deliver exceptional service.
Monitor covenant compliance, track portfolio performance, and ensure adherence to credit policy, procedures, and regulatory standards.
Review loan and legal documentation, borrowing requests, and disbursements to ensure accuracy and compliance.
Collaborate with cross-functional partners in Risk, Legal, Loan Operations, and Credit.
Support portfolio growth by driving loan and deposit activity, fee income, and referrals.
Mentor and guide junior portfolio managers, fostering professional development and quality standards.
Education
Bachelor's Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience.
Required
Experience
4+ years of Commercial, Corporate, Commercial Real Estate, Specialized Banking and/or Credit Approval Experience.
Required
4+ years of extensive experience handling complex credits.
Required
3+ years working in Specialized Finance - Energy
Strongly Preferred
2+ years of sales experience.
Preferred
2+ years of formal credit training.
Preferred
Licenses and Certifications
CFA (Chartered Financial Analyst).
Preferred
Must have access to reliable transportation and the ability to lawfully drive.
Required
Benefits
In addition to core traditional benefits, we offer 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 more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri. We value our colleagues and are committed to being a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence and for reporting customer complaints and ethics concerns as prescribed. For accommodations during the process, contact leavesandaccommodations@associatedbank.com.
Associated Banc-Corp participates in the E-Verify Program. E-Verify notices are available in English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant.
Pay
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.
$112,770.00 - $193,320.00 per year
#J-18808-Ljbffr
Ensure all your application information is up to date and in order before applying for this opportunity. Overview Associated Bank is seeking a seasoned credit and portfolio management professional with expertise in power and utilities project finance to join our team as a Power & Utilities Portfolio Manager - VP. In this role, you'll take on independent responsibility for underwriting, credit monitoring, and portfolio management of complex client relationships, while working in close partnership with Relationship Managers and the Credit Approval team.
Job Accountabilities
Lead underwriting and portfolio management for new and existing loan transactions in the power and utilities sector.
Partner with Relationship Managers as a trusted client contact, helping structure deals, manage amendments, and deliver exceptional service.
Monitor covenant compliance, track portfolio performance, and ensure adherence to credit policy, procedures, and regulatory standards.
Review loan and legal documentation, borrowing requests, and disbursements to ensure accuracy and compliance.
Collaborate with cross-functional partners in Risk, Legal, Loan Operations, and Credit.
Support portfolio growth by driving loan and deposit activity, fee income, and referrals.
Mentor and guide junior portfolio managers, fostering professional development and quality standards.
Education
Bachelor's Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience.
Required
Experience
4+ years of Commercial, Corporate, Commercial Real Estate, Specialized Banking and/or Credit Approval Experience.
Required
4+ years of extensive experience handling complex credits.
Required
3+ years working in Specialized Finance - Energy
Strongly Preferred
2+ years of sales experience.
Preferred
2+ years of formal credit training.
Preferred
Licenses and Certifications
CFA (Chartered Financial Analyst).
Preferred
Must have access to reliable transportation and the ability to lawfully drive.
Required
Benefits
In addition to core traditional benefits, we offer 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 more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri. We value our colleagues and are committed to being a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence and for reporting customer complaints and ethics concerns as prescribed. For accommodations during the process, contact leavesandaccommodations@associatedbank.com.
Associated Banc-Corp participates in the E-Verify Program. E-Verify notices are available in English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant.
Pay
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.
$112,770.00 - $193,320.00 per year
#J-18808-Ljbffr