Portfolio Manager jobs at BOK Financial

Areas of Interest: Investment Management; Portfolio Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. Job Description The SIA Portfolio Manager I is primarily responsible for manager research and due diligence on the fixed income managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies developed by Strategic Investment Advisors (SIA). The broad responsibilities of SIA include institutional consulting/investing, management of proprietary fund of funds and asset allocation strategies, due diligence of traditional investment options, as well as developing and delivering product and market information to the Wealth Management Division. Team Culture A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills. How You'll Spend Your Time * You will conduct fixed income manager research and provide recommendations for proprietary wealth portfolios, trusts and to maximize risk-adjusted returns. * You will conduct investment manager research, selection and oversight for the following: evaluation, selection and monitoring investment managers, and write-ups on recommendations. * You will participate in manager research meetings to understand/validate underlying fund's investment strategy, positioning and key characteristics. * You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research providers for relevant investment ideas and trends to be shared with the broader investment team. * You will contribute to the communication of investment managers and provide investment perspectives. Education & Experience Requirements This level of knowledge is normally acquired through the completion of a Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content and 2+ years related investment experience or 6+ years equivalent experience in the finance industry. Other industry accreditations such as CFA charter membership are also encouraged. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

Dalfen Industrial is looking for an Asset Manager to join its team based in Dallas, TX. This role will primarily be responsible for strategic planning, leasing, financial analyses, development of both operational and capital budgets, reporting on a quarterly and annual basis with regards to the performance of each asset and analyzing returns. The asset manager will report to the VP Asset Management. Position Responsibilities Analyze financial terms of lease proposals, using effective lease/rent calculations and net present value for leases. Determine if potential leases are consistent with current market conditions and meet long-term asset expectations from a financial perspective Oversee management of property operations for the assets Develop, draft and present material recommendations regarding the property's operations, capital plan or investment strategy for Investment Committee Oversee general property level analysis functions (i.e., CAM reconciliation's, PM contracts, construction) Prepare, review and approve budgets which will implement your strategic business plans Perform economic analysis of all potential lease transactions to verify consistency with budget and/or proforma Conduct in-depth market research to fully understand the position of each asset in its respective market from a leasing and investment perspective and all underlying factors which may influence it. Update demographic and market information for each asset for strategic planning and reporting purposes Assume responsibility for initial capital and operating budgets as well as review and approve acquisition underwriting assumptions Review leases and lease abstracts, capital improvement budgets, and operational budgets Skills & Experience Undergraduate degree required, preferably in Business, Commerce, Finance, Accounting, Real Estate or equivalent Advanced degree and/or professional designation, (i.e. RPA, CFA and/or CPM) an asset Minimum 7 years of related real estate and asset management experience. Strong knowledge of Argus, Yardi and Excel Must be able to work in fast-paced environment with ability to effectively and efficiently manage multiple projects Exceptional written and verbal communication skills, including ability to articulate recommendations in concise and timely manner Company Overview Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment. Visit ************** for more information.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: Careers with a purpose Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. Manages enterprise portfolio kanban. Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. Organizes and facilitates all LPM events and meetings. Education Bachelor's Degree required SAFe certified RTE, POPM, SPC or SPCP required Work Experience 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required 6 years of experience working with medium to large complexity initiatives required 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required Strong knowledge of CI/CD pipelines and implementations Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs Experience in managing enterprise portfolios of work through Lean Portfolio Management practices Experience in managing Agile environments using Scaled Agile Framework (SAFe) Experience leading and/or partnering closely with distributed/virtual teams Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques Ability to work effectively in a rapidly changing, fluid and dynamic environment Excellent communication, organizational change management and facilitation skills Demonstrates growth mindset, learning mindset, strategic thinking 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. We can recommend jobs specifically for you! Click here to get started.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: Careers with a purpose Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. Manages enterprise portfolio kanban. Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. Organizes and facilitates all LPM events and meetings. Education Bachelor's Degree required SAFe certified RTE, POPM, SPC or SPCP required Work Experience 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required 6 years of experience working with medium to large complexity initiatives required 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required Strong knowledge of CI/CD pipelines and implementations Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs Experience in managing enterprise portfolios of work through Lean Portfolio Management practices Experience in managing Agile environments using Scaled Agile Framework (SAFe) Experience leading and/or partnering closely with distributed/virtual teams Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques Ability to work effectively in a rapidly changing, fluid and dynamic environment Excellent communication, organizational change management and facilitation skills Demonstrates growth mindset, learning mindset, strategic thinking 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: * Careers with a purpose * Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays * Competitive Compensation & Incentive * Hybrid work model: flexible arrangements for most positions * Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance * Robust associate training and development with CoBank University * Tuition reimbursement for higher education up to $10k per year * Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match * Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution * Associate Resource Groups: creating a culture of respect and inclusion * Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions * Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. * Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. * Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. * Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. * Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. * Manages enterprise portfolio kanban. * Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. * Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. * Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. * Organizes and facilitates all LPM events and meetings. Education * Bachelor's Degree required * SAFe certified RTE, POPM, SPC or SPCP required Work Experience * 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required * 6 years of experience working with medium to large complexity initiatives required * 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required * Strong knowledge of CI/CD pipelines and implementations * Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs * Experience in managing enterprise portfolios of work through Lean Portfolio Management practices * Experience in managing Agile environments using Scaled Agile Framework (SAFe) * Experience leading and/or partnering closely with distributed/virtual teams * Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques * Ability to work effectively in a rapidly changing, fluid and dynamic environment * Excellent communication, organizational change management and facilitation skills * Demonstrates growth mindset, learning mindset, strategic thinking * 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Responsibilities The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Portfolio Manager SUMMARY Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Acts as a key contact for commercial and consumer loan customers and services existing customers. * Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms. * Interacts with third parties to obtain information necessary to underwrite close and monitor loans. * Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines. * Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers. * Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions. * Monitors loan process to ensure full customer satisfaction. * Ensures that delinquency is maintained within the Bank's standard guidelines. * Keeps Loan Officers updated as to ongoing needs of customers. * Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines. ADDITIONAL DUTIES AND RESONSIBILITIES * Handles customer complaints and escalates issues as needed. * Work to collect past dues within portfolio. * Maintain high level of integrity. * Recommends to supervisor possible methods to improve department. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by supervisor EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's degree in Business or Finance or an equivalent combination of education, training, or experience. * Two years of experience in financial services field. Consumer or commercial lending background preferred. Technical/Functional Competencies * Exceptional customer service skills. * Demonstrates good judgment, problem-solving, and decision making skills. * Ability and willingness to take the lead in development and completion of a wide range of projects. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Dependable and adheres to time lines and schedules. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Denton-South If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in the role?** The Technology Risk & Information Security (TRIS) team is looking for a dynamic individual to join our Portfolio Management team. We are looking for a highly analytical individual with strong attention to detail who thrives in a fast-paced environment. This position works with Risk and Information Security Leaders to ensure maximum insight into the financial plan, both in terms of value management and investment optimization. This position participates in the investment decision-making process and creates cost-benefit-analysis to identify opportunities where technology can enhance the value of the business and/or reduce risk for the company. The position also monitors and tracks multiple portfolio(s) against delivery, cost, budget, forecast, schedule, and quality targets, and provides recommendations on re-prioritization of the delivery plan where necessary. **Primary Responsibilities include:** + Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials + Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments + Create financial system entries and reconcile expenses to plan + Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes + Reconcile purchases against investment and run the business plans + Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership + Work closely with cross-functional teams to engage resources and monitor the delivery plan + Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts + Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization + Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities + Track depreciable costs back to forecasts and calculate the two-year impact + Track spend by fund type (Dev, Invest, etc.) + Mentor junior members on portfolio management and linkages to the TRIS teams/processes **Minimum Qualifications:** + 3 years of experience managing a large portfolio, preferably within the technology organization + Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus + Knowledge of TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd party / vendor management is preferred + Advanced MS Excel and Access Database skills for gathering and compiling data **Preferred Qualifications:** + Drive results through the prioritization of work under tight timeframes and time constrained deliverables + Takes on additional responsibilities as needed, and is a self-starter + Proven ability to lead team members toward a common goal and drive overall process improvement + Excellent interpersonal skills to work with varied constituencies and drive results without direct authority + Highly developed communication skills both verbal and written, as well as presentation skills + Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data + Proven ability to work with and across all levels of the organization + Demonstrated problem-solving skills + Ability to persuade and influence through established credibility + Ability to apply situational leadership, and encourage and motivate team members + Excellent time management skills; ability to prioritize and multi-task + Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25023005

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in the role? The Technology Risk & Information Security (TRIS) team is looking for a dynamic individual to join our Portfolio Management team. We are looking for a highly analytical individual with strong attention to detail who thrives in a fast-paced environment. This position works with Risk and Information Security Leaders to ensure maximum insight into the financial plan, both in terms of value management and investment optimization. This position participates in the investment decision-making process and creates cost-benefit-analysis to identify opportunities where technology can enhance the value of the business and/or reduce risk for the company. The position also monitors and tracks multiple portfolio(s) against delivery, cost, budget, forecast, schedule, and quality targets, and provides recommendations on re-prioritization of the delivery plan where necessary. Primary Responsibilities include: * Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials * Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments * Create financial system entries and reconcile expenses to plan * Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes * Reconcile purchases against investment and run the business plans * Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership * Work closely with cross-functional teams to engage resources and monitor the delivery plan * Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts * Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization * Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities * Track depreciable costs back to forecasts and calculate the two-year impact * Track spend by fund type (Dev, Invest, etc.) * Mentor junior members on portfolio management and linkages to the TRIS teams/processes Minimum Qualifications: * 3+ years of experience managing a large portfolio, preferably within the technology organization * Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus * Knowledge of TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd party / vendor management is preferred * Advanced MS Excel and Access Database skills for gathering and compiling data Preferred Qualifications: * Drive results through the prioritization of work under tight timeframes and time constrained deliverables * Takes on additional responsibilities as needed, and is a self-starter * Proven ability to lead team members toward a common goal and drive overall process improvement * Excellent interpersonal skills to work with varied constituencies and drive results without direct authority * Highly developed communication skills both verbal and written, as well as presentation skills * Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data * Proven ability to work with and across all levels of the organization * Demonstrated problem-solving skills * Ability to persuade and influence through established credibility * Ability to apply situational leadership, and encourage and motivate team members * Excellent time management skills; ability to prioritize and multi-task * Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. Monitor past due information and future maturities, alerting the RMs as needed. Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. Demonstrate an understanding of financial spreads, modeling and monitoring. Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. May assist in the preparation of pitch books for prospective clients. May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. Attend meetings and represent the PM and/or RM teams as needed. Function as part of the RM team as a capable secondary point of contact for commercial clients. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. Ensure source documentation and credit analysis are accurate and timely supported. Possess a sound knowledge of credit policy and its application to credit requests Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education and/or Experience: Bachelor's degree in finance or similar field preferred Experience in banking specifically loan operations, lending or credit Skills and Abilities: Strong verbal and written communications; one-on-one and in team environments Ability to allocate time effectively and independently to prioritize timelines Strong personal organizational and time management skills Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

The Treasury Management Portfolio Manager manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities * Manage and actively and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration. * Proactively schedule sales calls with assigned clients, as well as attend sales calls scheduled by other other line of business partners. * Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews, with a focus on upselling new TM services and identifying new depository opportunities. * Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews. * Identify opportunities for merchant services and receivables opportunities within existing client base and make qualified referrals to FirsTech. * Serve as the main point of contact on small business referrals. Make contact with the client to qualify referrals and lead the process from proposal to implementation. * Meet regularly with line of business partners to discuss referral business opportunities and market trends. * Coordinate and/or provide assistance for RFPs, pitch books and contract negotiation with internal stakeholders. * Coordinate and conduct product demonstrations for clients. * Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations. * Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations. * Maintain a high level of communication with clients and internal partners during the sales and implementation process. * Maintain client data in the Customer Relationship Management (CRM) system, including kicking off the Treasury Management workflow for new product implementations. * Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud. * Assist internal Associates with negotiating contract terms with client. * Provide cross-sell referrals to other functional areas within the Bank. * Interact with internal and external clients while providing extraordinary service. * Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function. * Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests. * Develop and maintain trusted, positive relationships with other Associates, clients and vendors. * Represent Busey Bank and the Treasury Management team in a highly professional manner. * Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices. * Reliable and predictable attendance. Education & Experience * Knowledge of: * Strong oral and written communication skills * Treasury Management disciplines and related solution sets * Electronic business banking platforms and other financial services * Ability to: * Multi-task and work independently * Results oriented with excellent execution and closing capabilities * Solve problems independently while applying logic and discretion * Education and Training: * Requires Bachelor's degree with emphasis on Finance or Business or previous banking and sales experience. * 3+ years banking experience; Treasury Management experience and/or payment technology sales required. * Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $58,000 - $65,000 annual) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. Partners with Relationship Managers to: Meet with current and prospective clients to understand the specific customer requirements and needs. Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. Answer client questions; ensure all data is accurate for loan underwriting. Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. Assist in the structure of new loans and renewals. Coordinates closing and booking events. Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. Completes loan covenant compliance and annual loan reviews and review findings. Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Qualifications Include: Bachelors Degree in business, accounting, or finance At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Investor Accountant is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Sr Investor Accountant, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures. The Senior Investor Accountant will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $65,000 - $100,000 Work Model OFFICE

Senior Investment Strategy Analyst Department: AE Wealth Management Marketing Reporting to: Director of Investment Strategy AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you'll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals. You'll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit. This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities. What you'll do: * Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution. * Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments. * Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies. * Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions. * Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making. * Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations. * Implement advanced strategies, including options overlays, aligned with client objectives. * Conduct investment research, contribute to due diligence reporting, and support model development. * Mentor and help junior analysts and provide guidance on portfolio management best practices. Experience you'll bring: * 3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing. * Strong knowledge of investment products, portfolio management, trade execution, and risk management. * Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment. * Strong analytical, problem-solving, and communication skills. * Experience with portfolio management systems, multi-factor risk models, and optimization programs. * Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders. Bonus Points: * Bachelor's degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus. * Series 7, 66 (or 63/65) license. * Experience with block trade execution (equities and/or ETFs). * Knowledge of listed index options. * Mentorship experience and the ability to provide guidance on investment strategy execution. What you'll get: * Amazing benefits including medical, dental, vision and 401k (with matching options) * Generous PTO package from your start date * Access to an on-site café, gym and primary care * Continuous personal and professional development opportunities * Recognition for hard work & exemplary performance * Employee sponsored events…and more! Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. **Key Responsibilities Include** + Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. + Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. + Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. + Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. + Leads commercial portfolio management meetings, including Asset Quality Meetings. + Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. **Portfolio Management Responsibilities Include:** + Leads the analysis, underwriting, origination, and portfolio management of loans. + Utilizes loan structuring, risk identification, and risk mitigation skills. + Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. + Manages complex relationships with ability to understand cash flow and repayment sources. + Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. + Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. + Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. **Qualifications Include** + Minimum 6 years of corporate or commercial underwriting and portfolio management experience. + Bachelor's degree in business, finance or related field required. + Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. + Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. + Very strong credit, analytical, organizational, and communication skills. + Manage and coach a team with varying degree of skillsets and backgrounds. + Ability to become the expert leader in regulatory matters and bank commercial loan policy. + Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube