• Manager, Portfolio Administration

    Job Locations US-MO-Kansas City
    Job ID
    Job Type
    Regular Full-Time
    Commercial Banking
    FLSA Status
  • Overview

    The Manager, Portfolio Administration effectively manages a business loan portfolio and engages internal business partners to identify, solicit and close cross-selling opportunities, along with developing and maintaining long term business relationships with clients. Additionally, they aide in the development of the Bank Portfolio Managers and Loan Assistants and partner with Service teams to ensure extraordinary service is provided to clients.


    • Create, manage and review Kansas City Commercial Bank Loan Portfolio Reports; Past Dues, Renewals, Exceptions, Special Assets, Banker Scorecard and additional reports as requested.
    • Develop best practices for Kansas City Commercial Bank Portfolio Managers and Loan Assistants and collaborate with Services and Support teams on training programs, as applicable.
    • Retain existing clients by scheduling frequent and routine contact.
    • Manage and minimize delinquencies of the portfolio.
    • Build relationships with clients to be their trusted advisor; establish clients as referral resources by providing extraordinary service.
    • Manage loan and deposit relationships by monitoring use of bank products, creditworthiness, repayment activities and changes in the client’s company, industry or business model.
    • Analyze clients’ needs; assess the client’s financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank.
    • Make sound decisions regarding credit risk supported by detailed analysis and critical data-based decision making.
    • Negotiate terms, structure loan financing, costs repayment methods, collateral requirements and rates based on risk considerations and present credits for approval.
    • Meet or exceed goals related to retaining and deepening existing client relationships through execution of business development strategies and plans.
    • Maximize Bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services and referring business accordingly.
    • Demonstrate knowledge of all bank products.   
    • Analyze, synthesize and communicate complex financial and industry data in an accurate, objective and straightforward manner.   
    • Build trusted, collaborative and supporting relationships with internal business partners, key resources and strategic partners. 
    • Use and understand technology necessary to collect, retain, analyze and report critical, requisite information.
    • Interact with internal and external clients while providing extraordinary service.
    • Develop and maintain trusted, positive relationships with employees, clients and vendors. 
    • Represent the Bank and Commercial Banking team in a highly professional manner.
    • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
    • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.



    • At least two (2) years of commercial banking, underwriting or portfolio management and structuring experience.
    • Formal credit training.
    • Knowledge of commercial banking products and services including credit analysis, underwriting and treasury management products and services.
    • Demonstrated strong financial acumen and high level of problem solving skills.
    • Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
    • Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.  
    • Bachelor’s degree with exposure to Finance, Business, or Economics courses is preferred or equivalent work experience.
    • An advanced degree and/or ongoing banking seminars and other resources is preferred.

    CrossFirst Bank is proud to be an Equal Opportunity Employer.


    CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsoliciated and the property of CrossFirst Bank. We respectfully request no phone calls or emails.



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