Kendra B.
- Role
- Commercial Portfolio Manager at Peshtigo National Bank
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
Experience
Commercial Portfolio Manager
Jun 2021 — Present · Green Bay, WI, US
Work closely with the Business Banker and their clients, monitoring the performance of an assigned portfolio. Maintaining up-to-date financial reporting as well as completing accurate file documentation. Act as a liaison for customer inquiries, responding in a professional and timely manner. Maintaining a working knowledge of commercial banking products and services, as well as the industries and target markets served, to better meet customer needs. Analyze and review credit information to make a general assessment of an applicant\'s credit worthiness and determine if a loan will conform to the bank\'s lending policy. Review loan documentation to ensure proper documentation of transactions. Identify and act on deteriorating financial trends and/or financial covenant defaults, including timely and appropriate credit action regarding risk ratings and/or covenant violations/defaults.
Education
Northeast Wisconsin Technical College
Associate's degree
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