Healthcare Portfolio Banker II

Company: Old National Bank
Location: Milwaukee
Posted on: May 3, 2025

Job Description:

Healthcare Portfolio Banker II



Job Locations

US-IL-Chicago - US-IN-Indianapolis - US-TN-Cleveland - US-WI-Milwaukee - US-IN-Evansville - US-TN-Nashville - US-KY-Louisville






Category/Function

Lending/Commercial/Consumer/Credit



Position Type

Regular Full-Time



Requisition ID

2025-17479



Workplace Type

On Site



Salary Min

USD $77,900.00/Yr.



Salary Max

USD $153,000.00/Yr.






































Overview









Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.













Responsibilities









Old National Bank is seeking to fill the position of Healthcare Portfolio Banker. The Healthcare Portfolio Banker is responsible for retention of clients and portfolio management for certain relationships of the Specialty Banking Healthcare Finance team. The Healthcare Portfolio Banker works closely with assigned Relationship Managers to support portfolio balance and new loan production goals. As the key ongoing relationship contact for clients, the Healthcare Portfolio Banker also deepens relationships by cross selling bank products within and outside of the commercial line of business. Salary Range The salary range for this position is $77,900 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Relationship Management

• Manages a portfolio of Specialty Banking Healthcare Finance clients, serving as a key ongoing relationship contact for those clients.
• Supports the assigned relationship managers by helping with and participating in joint sales calls to portfolio clients.
• Collaborates with assigned relationship managers to achieve stated goals for: loan and deposit growth, fees, portfolio balance and delinquencies.
• Cross-sells bank products within and outside of the commercial line of business through effective client relationship management.
• Works with internal bank partners to solve portfolio clients' day-to-day needs related to loans, treasury management, investment management, and other bank products and services.Loan Management
  • Interacts with portfolio clients to obtain required credit information for loan renewals, modifications, and/or new credit facilities.
  • Structures loan terms with input from assigned relationship manager; ensures loan structures adhere to credit policies and operating guidelines required by the Bank and Healthcare Finance team.
  • Interacts with Underwriters and Credit Officers to obtain prescreen and final credit approval.
  • Works with clients, outside counsel, and internal loan processing teams to document and close loan transactions for portfolio clients. Portfolio Management
    • Monitors loan and ACH limit maturity dates for assigned portfolio.
    • Works with Underwriting partners to ensure required financial reporting information is collected in compliance with credit agreement terms.
    • Monitors ongoing financial performance of portfolio clients to ensure maintenance of credit quality, address any decline in credit profile in an appropriate timeframe and maintain acceptable payment delinquency.Macro-Level Team Projects
      • Assists the Healthcare Finance team with projects that encourage client retention and growth.
      • Interacts with other financial institutions, appraisers, professional firms or individuals to ensure continued understanding of market and industry dynamics. Key Competencies for PositionCompelling Communication - Openly and effectively communicates with others.
        Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.

        • Passionately serves internal/external clients with excellence.
        • Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
        • Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
        • Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.Strategy in Action - Build your strategic mindset capability.
          Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.

          Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.Qualifications and Education Requirements

          Bachelor's Degree in Accounting or Finance and/or High School diploma/GED with relevant experienceMinimum 5 years of Healthcare/Corporate underwriting experience, preferredExposure to working on deals ranging from $10MM - $30MM+ with the ability to support specialized complex loans.Must have industry experience within Healthcare (Healthcare, CCRCs, assisted living facilities, skill nursing centers, and/or hospitals) with exposure to Corporate Banking dealsThorough knowledge of accounting and legal principles underlying the bank's documents. Ability to work on multiple complex projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframesExcellent written and oral communication skillsStrong math aptitude, organizational and analytical skillsDemonstrated ability to manage an assigned client portfolioAbility to demonstrate the successful expansion of existing relationships, management of credit risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationships Computer literate; fluency in Microsoft Office programs, Excel analysis required Strong problem-solving and follow-up skills with the ability to make independent decisions based on researched conclusionsKnowledge of banking products, services, policies, procedures and regulations Position may require the need to travel to other Old National, client or meeting locations. Healthcare Portfolio Banker roles may vary - this position may be filled at a different level, including Senior, depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:

          Number of years of progressive or multi-faceted experience within Healthcare, Sales - Relationship Manager, and/or Credit Underwriting verticals at a Bank (or other prior financial institution or related industry)Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal Bank partners and/or external Commercial, including but not limited to Healthcare, clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer servicePossesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and proceduresEffectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the centerConfidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalatedAbility to effectively manage large relationships both in size and/or number as well as ability to function more independently with less oversight from Relationship Managers Key Measures of Success/Key Deliverables

          • Achieve relationship manager team goals for new loan/deposit production and average portfolio target.
          • Achieve relationship manager team goals for new fee production and average loan delinquency. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
            
            
            
            
            
            
            
            
            
            
            
            
            
            
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Keywords: Old National Bank, Hammond , Healthcare Portfolio Banker II, Healthcare , Milwaukee, Indiana