Portfolio Manager Intern (Remote Opportunity Available)
Elm Grove, WI 
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Posted 26 months ago
Position No Longer Available
Position No Longer Available
Job/Internship Description

Notice Regarding Covid-Vaccine Mandate:

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the Bank's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape.

To that end, we have concluded that the best way to ensure the safety of these individuals is to mandate that all of our newly-hired employees be fully vaccinated for COVID-19. Therefore, when considering whether to apply for this position, please know that in order to become employed by Byline (if otherwise eligible), you must provide satisfactory proof, such as a vaccine card or other documentation, that you are fully vaccinated for COVID-19. You will not be required to provide this proof unless and until requested by Byline.

Individuals are considered fully vaccinated:

  • Two weeks after receiving the second dose of a two-dose vaccine (e.g., Pfizer or Moderna); or
  • Two weeks after receiving one dose of a single-dose vaccine (e.g., Johnson and Johnson).

Please also know that Byline will provide accommodations to qualified individuals who cannot receive the COVID-19 vaccination because of a sincerely held religious belief or due to a medical issue and/or disability, individuals for whom the vaccine is medically contraindicated for them, or if medical necessity requires a delay in vaccination.


Job Purpose

The Portfolio Management Internship Program at Byline Bank will give an in depth exposure to the world of commercial banking, specifically from a leader in the area of Small Business lending. Byline specializes in providing small business owners with solutions to make their dreams come true. As an intern you will be responsible for entering information into our online loan tracking system, assist with the underwriting reviews of our appraisals and environmental reports ordered from third party vendors, and analyze and verify tax return information used in our underwriting process. You will also have the opportunity to sit in on weekly credit meetings where loans are presented and approved and be involved in departmental meetings and training. This is a great opportunity for Finance or Accounting majors to learn first-hand about future career opportunities in their chosen field.

Duties and responsibilities

  • Order third party appraisals/ reports.
  • Assist in file management by saving documents to Ncino, request financial information, etc.
  • Participate in Credit Risk Meetings as an observer to learn the serving procedures. May take minutes from time to time.
  • Work with management on data/ loan tracking projects.

Qualifications

  • Junior or senior majoring in Finance or Accounting.
  • Interested in pursuing a career in banking or other finance related field.
  • Strong written communication skills required.
  • Ability to work independently.
  • Strong organization skills; ability to multi-task.
  • Detail-oriented and accuracy a must.
  • Confident in a professional office environment.

Working conditions

  • Work is generally performed within an office environment, with standard office equipment available. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.

Physical requirements

  • General office environment. Work is generally sedentary in nature, but may require standing and walking for up to 10% of the time to occasionally move about inside the office to access file cabinets, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

 

Position No Longer Available
Position Summary
Company
Byline Bank.
Start Date
As soon as possible
Employment Type
Full Time
Period of Employment
Open
Type of Compensation
Paid
College Credits Earned
No
Tuition Assistance
No
Required Student Status
Open
Preferred Majors
Other
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