Joe Plantier
Assistant Vice President | Corporate & Institutional Banking Portfolio Manager
- Role
- Assistant Vice President - Corporate & Institutional Banking Portfolio Manager at PNC
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President - Corporate & Institutional Banking Portfolio Manager
Aug 2023 — Present · Milwaukee, WI, US
Manage a diversified portfolio of corporate clients with total credit exposure exceeding $2Bn, spanning industries such as manufacturing, industrials, technology, food processing, and more- Structure, underwrite, and monitor complex credit facilities including term loans, revolving credit lines, syndicated loans, treasury, derivative, and foreign exchange products- Conduct detailed financial analysis, risk assessments, and covenant monitoring to maintain high credit quality and ensure compliance with internal and regulatory standards- Collaborate closely with relationship managers, credit risk officers, and senior leadership to develop tailored financing solutions aligned with clients’ strategic objectives- Lead quarterly portfolio reviews and periodic stress testing to proactively identify risk factors and optimize risk-adjusted returns- Drive business development by identifying cross-sell opportunities, contributing to revenue growth and deepening client relationships.
Education
Menomonee Falls High School
High School, Finance, General
2012 — 2016
University of Wisconsin-Whitewater
Bachelor’s Degree, Finance: Banking
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