Senior Portfolio Manager, Vice President
Current
Mar 2023 - Present
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Jim Morris Email & Phone Number
Senior Portfolio Manager, Vice President
at
UMB Bank
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Manager, Vice President
Location
Evergreen, Colorado, United States
Company size
Who is Jim Morris? Overview
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Quick answer
Jim Morris is listed as Senior Portfolio Manager, Vice President at UMB Bank, a with 3442 employees, based in Evergreen, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Jim Morris.
Jim Morris previously worked as Portfolio Manager Team Lead, Vice President at U.S. Bank and Select Credit Portfolio Manager, Vice President at U.S. Bank. Jim Morris holds Master Of Business Administration - Mba, Finance, General from Colorado State University.
Company email context
Email format at UMB Bank
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UMB Bank
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Profile bio
About Jim Morris
I am Portfolio Manager, effective in credit analysis and utilizing strategic thought to make sound financial risk management decisions. Known for superior analytical skills, collaborating with internal partners to improve customer experience, while mentoring others to become highly effective credit analysts and portfolio managers. I am passionate about coaching team members to enable their future, while producing highly effective and agile teams to improve business practices, leading to improved output and more efficient processes.Core Competencies & Proficiencies:Strategic Planning | Customer Relationships | Project Management | Best Practices | Continuous Process Improvements | Budgeting | Forecasting | Reporting | Training | Mentoring | Performance Development | Research | Underwriting | Risk Management | Acquisitions | Industries – Commercial, Industrial, Commercial Real Estate | Ratio Calculations | Requirements Assessments | Troubleshooting | Quality Assurance | Risk Identification / Mitigation | Compliance | Analytics | Metrics | Legal / Regulatory Guidelines | Team Lead | Relationship Management | Professional Developer | Quality Management
Current workplace
Jim Morris's current company
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Umb Bank
6 roles
Jim Morris work experience
A career timeline built from the work history available for this profile.
Portfolio Manager Team Lead, Vice President
Managed a Portfolio Manager team within the Community Banking West Division, focused on the new and existing commercial loan portfolio management.
Jan 2021 - Jul 2022
Select Credit Portfolio Manager, Vice President
Partnered with assigned Relationship Managers to manage commercial banking credit relationships throughout the community banking footprint, underwriting all types of credits including Highly Leveraged Transactions, Non-Profit Hospitals, Publicly Traded Companies, and Syndications.
Feb 2019 - Dec 2020
Credit Analyst Manager, Assistant Vice President
Managed a credit analyst team and conducted credit analysis in Community Banking of the commercial department. Developed/mentored credit specialists and credit analysts within the region and conducted complete credit analysis on the most complex accounts in the region.
May 2014 - Feb 2019
Assistant Relationship Manager
May 2011 - May 2014
Credit Analyst
Mar 2007 - Apr 2011
Team & coworkers
Colleagues at UMB Bank
Other employees you can reach at umb.com. View company contacts for 3442 employees →
TD
Thomas Doxey
Colleague at Umb BankSalt Lake City Metropolitan Area, United States
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MC
Matt Clarkin Chsa, Fcs
Colleague at Umb BankGreater Boston, United States
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AG
Alba Garcia
Colleague at Umb BankColorado Springs, Colorado, United States
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JN
James Nordyke
Colleague at Umb BankKansas City, Missouri, United States
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MR
Melissa Rickman
Colleague at Umb BankKansas City Metropolitan Area, United States
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PW
Phillip Williams
Colleague at Umb BankKansas City, Missouri, United States
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JS
Jennifer Stanton
Colleague at Umb BankHelena, Missouri, United States
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CC
Chandler Curley
Colleague at Umb BankLees Summit, Missouri, United States
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KT
Keilah Taylor
Colleague at Umb BankKansas City, Missouri, United States
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CC
Colleen Carwin
Colleague at Umb BankDenver, Colorado, United States
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Thomas Doxey
Colleague at Umb BankSalt Lake City Metropolitan Area, United States
View →
MC
Matt Clarkin Chsa, Fcs
Colleague at Umb BankGreater Boston, United States
View →
AG
Alba Garcia
Colleague at Umb BankColorado Springs, Colorado, United States
View →
JN
James Nordyke
Colleague at Umb BankKansas City, Missouri, United States
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MR
Melissa Rickman
Colleague at Umb BankKansas City Metropolitan Area, United States
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PW
Phillip Williams
Colleague at Umb BankKansas City, Missouri, United States
View →
JS
Jennifer Stanton
Colleague at Umb BankHelena, Missouri, United States
View →
CC
Chandler Curley
Colleague at Umb BankLees Summit, Missouri, United States
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KT
Keilah Taylor
Colleague at Umb BankKansas City, Missouri, United States
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CC
Colleen Carwin
Colleague at Umb BankDenver, Colorado, United States
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2 education records
Jim Morris education
Master Of Business Administration - Mba, Finance, General
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Jim Morris
Quick answers generated from the profile data available on this page.
What company does Jim Morris work for?
Jim Morris works for UMB Bank.
What is Jim Morris's role at UMB Bank?
Jim Morris is listed as Senior Portfolio Manager, Vice President at UMB Bank.
Where is Jim Morris based?
Jim Morris is based in Evergreen, Colorado, United States while working with UMB Bank.
What companies has Jim Morris worked for?
Jim Morris has worked for Umb Bank and U.S. Bank.
Who are Jim Morris's colleagues at UMB Bank?
Jim Morris's colleagues at UMB Bank include Thomas Doxey, Matt Clarkin Chsa, Fcs, Alba Garcia, James Nordyke, and Melissa Rickman.
How can I contact Jim Morris?
You can use AeroLeads to view verified contact signals for Jim Morris at UMB Bank, including work email, phone, and LinkedIn data when available.
What schools did Jim Morris attend?
Jim Morris holds Master Of Business Administration - Mba, Finance, General from Colorado State University.
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