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Senior Portfolio Manager jobs at Fifth Third Bank - 106 jobs

  • PCS Portfolio Manager

    Fifth Third Bank, N.A 4.6company rating

    Senior portfolio manager job at Fifth Third Bank

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships . Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone , video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. + Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. + Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities , when applicable. + Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. + Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. + Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust , IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives . + Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. + Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordinat ion of portfolio changes. + Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. + Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. + Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. + Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: + Bachelor's degree ; a major in Finance, Accounting, Economics, or Business Administration preferred. + Three or more years of professional experience ; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: + Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. + Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. + Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. + Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot . SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: + Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. + Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. + Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. + Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. 12d ago
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  • Asset Management- Private Securitized Portfolio Manager - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations * Actively monitor market themes and sector trends to identify investment opportunities * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers * Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions * Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation Required qualifications, capabilities and skills * 10+ years of securitized credit experience across one or more sub-sectors * Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * CFA Charter-holder preferred * Ideal experience as a research analyst, portfolio manager or banker
    $83k-126k yearly est. Auto-Apply 13d ago
  • Commercial Portfolio Manager - Equipment Finance

    Huntington National Bank 4.4company rating

    Columbus, OH jobs

    Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance Preferred Qualifications: + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly 48d ago
  • Commercial Portfolio Manager - Huntington Technology Finance

    Huntington National Bank 4.4company rating

    Cincinnati, OH jobs

    The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of a leasing portfolio. + Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. + Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. + Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. + Manages portfolio reviews, specialized reporting, criticized loans, etc. + Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. + Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. + Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. + Experience with Moody's spreading software or similar spreading software + Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: + CLFP designation. + Ability to prioritize workflow and multi-task in a fast-paced environment. + Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-124k yearly 10d ago
  • Commercial Portfolio Manager - Equipment Finance

    Huntington National Bank 4.4company rating

    Cincinnati, OH jobs

    Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in commercial portfolio or relationship management Preferred Qualifications: + Experience with reviewing financials for large corporations + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $63,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $63k-124k yearly 60d+ ago
  • Commercial Portfolio Manager - Huntington Technology Finance

    Huntington Bancshares Inc. 4.4company rating

    Cincinnati, OH jobs

    The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Owns primary responsibility for the credit and monitoring of a leasing portfolio. * Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Manages portfolio reviews, specialized reporting, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. * Experience with Moody's spreading software or similar spreading software * Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: * CLFP designation. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-124k yearly Auto-Apply 12d ago
  • Commercial Portfolio Manager - Equipment Finance

    Huntington National Bank 4.4company rating

    Cleveland, OH jobs

    Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in commercial portfolio or relationship management Preferred Qualifications: + Experience with reviewing financials for large corporations + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $63,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $63k-124k yearly 60d+ ago
  • Commercial Portfolio Manager - Huntington Technology Finance

    Huntington National Bank 4.4company rating

    Cleveland, OH jobs

    The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of a leasing portfolio. + Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. + Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. + Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. + Manages portfolio reviews, specialized reporting, criticized loans, etc. + Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. + Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. + Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. + Experience with Moody's spreading software or similar spreading software + Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: + CLFP designation. + Ability to prioritize workflow and multi-task in a fast-paced environment. + Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-124k yearly 10d ago
  • Commercial Portfolio Manager - Huntington Technology Finance

    Huntington Bancshares Inc. 4.4company rating

    Cleveland, OH jobs

    The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Owns primary responsibility for the credit and monitoring of a leasing portfolio. * Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Manages portfolio reviews, specialized reporting, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. * Experience with Moody's spreading software or similar spreading software * Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: * CLFP designation. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-124k yearly Auto-Apply 12d ago
  • Commercial Portfolio Manager - Equipment Finance

    Huntington National Bank 4.4company rating

    Cincinnati, OH jobs

    Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance Preferred Qualifications: + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly 48d ago
  • Commercial Portfolio Manager - Public Capital

    Huntington National Bank 4.4company rating

    Akron, OH jobs

    Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities, per established Huntington policies, procedures, and guiding principles. Primary job responsibilities include processing new loan requests and continuous monitoring of an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the Huntington Public Capital vertical. Huntington Public Capital delivers financial solutions to the public sector that include municipalities such as cities, counties, states, and public-school districts. Duties and Responsibilities: Ā· Preparing credit approvals involving written evaluations of borrowers' financial condition and proactively identifying and mitigating risk Ā· Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB Ā· Collecting and tracking financial statements Ā· Performing timely and accurate annual reviews and risk ratings Ā· Assisting Sales Executives in the acquisition of new relationships Ā· Performing other duties as assigned Basic Qualifications: + Bachelor's Degree in Finance, Accounting, or Economics + 3+ years of experience in a Commercial Credit Analyst, Underwriter, or Portfolio Manager role portfolio or relationship management Preferred Qualifications: Ā· Proficiency using Microsoft Word and Excel Ā· Strong written and verbal communication Ā· Demonstrated success structuring and underwriting commercial credit Ā· High level of professionalism Ā· Prior experience in a high-volume credit or underwriting role Ā· Demonstrated confidence, assertiveness, professionalism, and ability to interact with colleagues of all levels Ā· Ability to analyze financial data and narrative information quickly and thoroughly Ā· Strong organizational skills with ability to prioritize workflow, plan, and provide consistent follow-up Ā· Excellent customer service skills Ā· Strong attention to detail Ā· High motivation and focus Ā· Strong orientation toward goals #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly 60d+ ago
  • Commercial Portfolio Manager - Equipment Finance

    Huntington National Bank 4.4company rating

    Akron, OH jobs

    Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance Preferred Qualifications: + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly 60d+ ago
  • Commercial Portfolio Manager - Public Capital

    Huntington National Bank 4.4company rating

    Cincinnati, OH jobs

    Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities, per established Huntington policies, procedures, and guiding principles. Primary job responsibilities include processing new loan requests and continuous monitoring of an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the Huntington Public Capital vertical. Huntington Public Capital delivers financial solutions to the public sector that include municipalities such as cities, counties, states, and public-school districts. Duties and Responsibilities: Ā· Preparing credit approvals involving written evaluations of borrowers' financial condition and proactively identifying and mitigating risk Ā· Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB Ā· Collecting and tracking financial statements Ā· Performing timely and accurate annual reviews and risk ratings Ā· Assisting Sales Executives in the acquisition of new relationships Ā· Performing other duties as assigned Basic Qualifications: + Bachelor's Degree in Finance, Accounting, or Economics + 3+ years of experience in a Commercial Credit Analyst, Underwriter, or Portfolio Manager role portfolio or relationship management Preferred Qualifications: Ā· Proficiency using Microsoft Word and Excel Ā· Strong written and verbal communication Ā· Demonstrated success structuring and underwriting commercial credit Ā· High level of professionalism Ā· Prior experience in a high-volume credit or underwriting role Ā· Demonstrated confidence, assertiveness, professionalism, and ability to interact with colleagues of all levels Ā· Ability to analyze financial data and narrative information quickly and thoroughly Ā· Strong organizational skills with ability to prioritize workflow, plan, and provide consistent follow-up Ā· Excellent customer service skills Ā· Strong attention to detail Ā· High motivation and focus Ā· Strong orientation toward goals #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly 60d+ ago
  • Commercial Portfolio Manager - Public Capital

    Huntington Bancshares Inc. 4.4company rating

    Cincinnati, OH jobs

    Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities, per established Huntington policies, procedures, and guiding principles. Primary job responsibilities include processing new loan requests and continuous monitoring of an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the Huntington Public Capital vertical. Huntington Public Capital delivers financial solutions to the public sector that include municipalities such as cities, counties, states, and public-school districts. Duties and Responsibilities: * Preparing credit approvals involving written evaluations of borrowers' financial condition and proactively identifying and mitigating risk * Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB * Collecting and tracking financial statements * Performing timely and accurate annual reviews and risk ratings * Assisting Sales Executives in the acquisition of new relationships * Performing other duties as assigned Basic Qualifications: * Bachelor's Degree in Finance, Accounting, or Economics * 3+ years of experience in a Commercial Credit Analyst, Underwriter, or Portfolio Manager role portfolio or relationship management Preferred Qualifications: * Proficiency using Microsoft Word and Excel * Strong written and verbal communication * Demonstrated success structuring and underwriting commercial credit * High level of professionalism * Prior experience in a high-volume credit or underwriting roleĀ· Demonstrated confidence, assertiveness, professionalism, and ability to interact with colleagues of all levels * Ability to analyze financial data and narrative information quickly and thoroughly * Strong organizational skills with ability to prioritize workflow, plan, and provide consistent follow-up * Excellent customer service skills * Strong attention to detail * High motivation and focus * Strong orientation toward goals #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly Auto-Apply 60d+ ago
  • Commercial Portfolio Manager - Public Capital

    Huntington 4.4company rating

    Cleveland, OH jobs

    Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities, per established Huntington policies, procedures, and guiding principles. Primary job responsibilities include processing new loan requests and continuous monitoring of an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the Huntington Public Capital vertical. Huntington Public Capital delivers financial solutions to the public sector that include municipalities such as cities, counties, states, and public-school districts. Duties and Responsibilities: Ā· Preparing credit approvals involving written evaluations of borrowers' financial condition and proactively identifying and mitigating risk Ā· Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB Ā· Collecting and tracking financial statements Ā· Performing timely and accurate annual reviews and risk ratings Ā· Assisting Sales Executives in the acquisition of new relationships Ā· Performing other duties as assigned Basic Qualifications: Bachelor's Degree in Finance, Accounting, or Economics 3+ years of experience in a Commercial Credit Analyst, Underwriter, or Portfolio Manager role portfolio or relationship management Preferred Qualifications: Ā· Proficiency using Microsoft Word and Excel Ā· Strong written and verbal communication Ā· Demonstrated success structuring and underwriting commercial credit Ā· High level of professionalism Ā· Prior experience in a high-volume credit or underwriting roleĀ· Demonstrated confidence, assertiveness, professionalism, and ability to interact with colleagues of all levels Ā· Ability to analyze financial data and narrative information quickly and thoroughly Ā· Strong organizational skills with ability to prioritize workflow, plan, and provide consistent follow-up Ā· Excellent customer service skills Ā· Strong attention to detail Ā· High motivation and focus Ā· Strong orientation toward goals #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly Auto-Apply 56d ago
  • Commercial Portfolio Manager - Public Capital

    Huntington Bancshares Inc. 4.4company rating

    Cleveland, OH jobs

    Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities, per established Huntington policies, procedures, and guiding principles. Primary job responsibilities include processing new loan requests and continuous monitoring of an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the Huntington Public Capital vertical. Huntington Public Capital delivers financial solutions to the public sector that include municipalities such as cities, counties, states, and public-school districts. Duties and Responsibilities: * Preparing credit approvals involving written evaluations of borrowers' financial condition and proactively identifying and mitigating risk * Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB * Collecting and tracking financial statements * Performing timely and accurate annual reviews and risk ratings * Assisting Sales Executives in the acquisition of new relationships * Performing other duties as assigned Basic Qualifications: * Bachelor's Degree in Finance, Accounting, or Economics * 3+ years of experience in a Commercial Credit Analyst, Underwriter, or Portfolio Manager role portfolio or relationship management Preferred Qualifications: * Proficiency using Microsoft Word and Excel * Strong written and verbal communication * Demonstrated success structuring and underwriting commercial credit * High level of professionalism * Prior experience in a high-volume credit or underwriting roleĀ· Demonstrated confidence, assertiveness, professionalism, and ability to interact with colleagues of all levels * Ability to analyze financial data and narrative information quickly and thoroughly * Strong organizational skills with ability to prioritize workflow, plan, and provide consistent follow-up * Excellent customer service skills * Strong attention to detail * High motivation and focus * Strong orientation toward goals #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $123,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-123k yearly Auto-Apply 60d+ ago
  • Commercial Portfolio Manager - Corporate Mortgage Finance

    Huntington 4.4company rating

    Ohio jobs

    As a Commercial Portfolio Manager- CSG Corporate Mortgage Finance, you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington's Corporate Mortgage Finance Group (CMFG). This position reports to the Portfolio Management Team Leader. In this role, as a Portfolio Manager, you will be performing the following responsibilities: Portfolio Management: Structure, underwrite, and close complex direct lend bilateral and/or syndicated asset- backed credit facilities to include mortgage warehouse lines, mortgage servicing assets and other mortgage related asset-backed and SPE collateralized credit facilities Ensure all relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank Spread financials, prepare accurate and timely risk ratings, credit request memorandums and recommendations in compliance with CMFG and bank requirements acceptable to CMFG leadership and credit administration, including new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews Monitor the performance of assigned CMF Facilities to assess ongoing creditworthiness and anticipate opportunities as well as challenges Monitoring and analysis to include, but not limited to, stress testing, forecasting, concentration analysis and macroeconomic evaluations. Present at portfolio reviews and as needed to senior management and field questions on an as needed basis from senior management Provide immediate communication of suspected credit problems or credit deterioration within assigned portfolio Credit Quality: Responsible for maintaining acceptable levels of credit quality for assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines as evidenced by satisfactory loan reviews and audits of assigned portfolio. Relationship Management: Build and maintain strong relationships with clients, senior management, internal and external stakeholders to ensure effective communication, collaboration and problem solving. Reporting and Compliance: Prepare and present portfolio reports highlighting performance, financial metrics, and compliance with internal policies. Additionally, prepare ad hoc portfolio reporting as needed Develop a deep understanding of industry markets and trends and share that knowledge with the team to support and improve risk management efforts Manage special projects as assigned to include but not limited to drafting procedures and policies. Effectively utilize Bank reporting, record keeping and underwriting systems/tools to maintain accurate and timely portfolio level detail Effectively manage multiple priorities Basic Qualifications: Bachelor's Degree 2 or more years of relevant commercial credit experience in mortgage finance industry Preferred Experience: Portfolio Management experience ideally within the mortgage finance industry or other specialty finance areas with commitment sizes > $100MM Experience with the legal structures, relevant credit analysis and cash flow assessments, documentation and surveillance standards for each the respective facility types offered by the group. Formal credit training and/or experience Master's degree in a related field is preferred. Other Traits and Characteristics: Excellent organizational skills Strong knowledge of the GAAP principles applied to mortgage banking entities Experience preparing cash flow analysis and stress testing based on varied scenarios Excellent written and verbal communication skills Demonstrated success underwriting increasingly complex credits #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $102,000.00 -$208,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $102k-208k yearly Auto-Apply 15d ago
  • CRE Portfolio Manager III

    Huntington 4.4company rating

    Cleveland, OH jobs

    The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Manages a portfolio of commercial customers in partnership with the relationship manager. Will have regular contact with and a visible role in managing the customer relationship along with the relationship manager assigned to the account .Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio. Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio. Will work directly with the Team Leader, Relationship Managers, Regional CRE Management, and Regional Credit Officer. Work with RM on Loan Closings. Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee. Conduct portfolio reviews with senior management. Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation in special projects is expected. Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and opportunities. Maintain up-to-date knowledge of market/industry trends. Product Knowledge: Knowledgeable about the various commercial cross-sell products, which may have credit exposure including but not limited to foreign exchange, commodities, interest rate derivatives, treasury management, and commercial cards. Technology: Effective utilization of IT systems that support the Commercial Segment. Systems include; CLOS, PMTS, MAX, CARS, MS Office Suite, RETS, AFS, etc. Basic Qualifications: Bachelor's degree in Business, Finance, accounting or demonstrated knowledge and expertise 12+ years experience underwriting commercial real estate Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - 189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 11d ago
  • Wealth and Investment Portfolio Manager III

    Huntington 4.4company rating

    Cincinnati, OH jobs

    Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $91k-124k yearly est. Auto-Apply 48d ago
  • PCS Portfolio Manager

    Fifth Third Bank 4.6company rating

    Senior portfolio manager job at Fifth Third Bank

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable. Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives. Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes. Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred. Three or more years of professional experience; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. Auto-Apply 13d ago

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