Title
Senior Relationship Manager - Middle Market (Orlando/Tampa, FL) Responsible for new business development and relationship management targeted to middle market companies within Orlando and/or Tampa Florida. Generate revenue by developing and maintaining relationships with identified companies/sponsors/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfoliomanagers (credit underwriting, transaction approvals/processing, portfoliomanagement routines) and operational support specialists but remains accountable for all aspects of the relationship.
Pay Range: $140,622 - $186,324 - $232,026
Job Responsibilities:
New Business Origination: Developing and maintaining relationships to generate direct deal flow; Coordinate the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Relationship Management: Working with assigned portfoliomanagers, engage with borrowers on idea generation and relevant opportunities to expand our relationship and will include new client generation, loan production and fee income related to cross-sell products.
Credit Quality: Working with assigned portfoliomanagers, ensure pro-actively monitoring credit quality of portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Ultimately responsible for managing the banks risk exposure to acceptable levels.
Maintaining Knowledge: Staying abreast of industry trends and market conditions that could impact the Corporate and Regional Commercial Banking group as a whole and the assigned portfolio of relationships and borrowers
Job Requirements:
High School Diploma or equivalent, required
Bachelors Degree Business, Finance preferred
Formal Credit Training preferred
10+ years of Commercial financing or equivalent lending experience
Established relationships and demonstrated direct origination track record with relevant companies
Expertise in negotiating, structuring, and closing complex loans
Proven ability to generate significant cross-sell revenues
Strong analytical and credit skills
A high level of oral and written interpersonal and sales skills are necessary to compete effectively, present proposals to client and recommend loan transactions to bank seniormanagement
Expertise in due diligence, credit underwriting, and legal documentation
Excellent interpersonal and verbal and written communication skills
Excels in a team environment
Mentor less experienced Relationship Managers and PortfolioManagers as appropriate
Cross-sell banking services including treasury management, interest rate protection, and syndication products and capabilities (foreign exchange & commodity hedging is a plus)
Recognize issues; early problem recognition, remedial management and appropriate coordination with workout is an important part of on-going portfoliomanagement
Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
Involved in industry-related associations, committees, and boards outside of the bank (i.e., Special Olympics, etc.) that provide marketing and community services for the Bank
Adhere to all regulatory and compliance issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank.
Staff member is expected to consistently adhere to regulatory and compliance policies and standards linked to their job as listed. Staff member will not repeatedly act in a manner signifying intentional or willful noncompliance, nor exhibit gross negligence or a general disregard for compliance and regulatory standards. Staff member must ensure compliance with applicable federal, state and local laws and regulations. Staff member must complete all required compliance training on a timely basis. Staff member will maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Staff member must take responsibility to keep up to date with changing regulations and policies.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$62k-87k yearly est. Auto-Apply 36d ago
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Portfolio Manager II, Franchise Finance
Wintrust 4.9
Rosemont, CA jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Will consider remote position for qualified candidates
Why join us?
· An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
· Competitive pay and annual discretionary bonus eligible
· Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
· Family-friendly work hours
· With 175+ community bank locations, we offer opportunities to grow and develop in your career
· Promote from within culture
The PortfolioManager supports the Franchise Finance Group by gathering, analyzing, and presenting business and personal financial data collected for the purpose of issuing, amending, extending, renewing, monitoring and testing commercial credit facilities in the franchise finance space. In collaboration with internal and external deal team members the Employee will participate in all aspects of the Borrower relationship, including initial screening, underwriting and on-going portfoliomanagement. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers, Lenders and Administration Teams.
What You'll Do
Underwrite credit requests
Prepare, review and present credit summaries for approval;
Collect, spread, analyze, and maintain financial statements;
Support loan documentation, due diligence, and closing efforts;
Participate in opportunity assessment and prospecting process;
Prepare borrower, brand and portfolio reviews;
Test and monitor financial covenants consistent with loan requirements;
Maintain timely and accurate risk ratings;
Train in negotiating loan documentation
Train in negotiating syndicated loans and communicating with loan syndicate
Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
Performs other duties as required
Qualifications
Bachelor's degree in finance, accounting, or related area of study
3 + years of Franchise Finance Experience
Required Knowledge, Skills and Abilities
Strong understanding of risk management and credit mitigants
Knowledge risk ratings analysis, corporate finance and/or research
Strong analytical and financial modeling ability
Critical thinking skills
Strong client service skills
Strong organizational skills
Strong verbal and written communication skill
Strong relationship building skills
Proficiency using Microsoft Office software products including advanced Excel modeling skills
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $85,000 - $110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$85k-110k yearly Auto-Apply 29d ago
Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares Inc. 4.4
Columbus, OH jobs
The Commercial PortfolioManager - 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 Auto-Apply 51d ago
Commercial Portfolio Manager - Equipment Finance
Huntington National Bank 4.4
Columbus, OH jobs
Summary:The Commercial PortfolioManager - 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 44d ago
Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares Inc. 4.4
Cincinnati, OH jobs
The Commercial PortfolioManager - 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 Auto-Apply 60d+ ago
Commercial Portfolio Manager - Equipment Finance
Huntington National Bank 4.4
Cincinnati, OH jobs
Summary:The Commercial PortfolioManager - 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.
The Commercial PortfolioManager - 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.
+ Managesportfolio 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 portfoliomanagement, 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 6d ago
Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares Inc. 4.4
Cleveland, OH jobs
The Commercial PortfolioManager - 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 Auto-Apply 60d+ ago
Commercial Portfolio Manager - Equipment Finance
Huntington National Bank 4.4
Cleveland, OH jobs
Summary:The Commercial PortfolioManager - 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.
The Commercial PortfolioManager - 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.
+ Managesportfolio 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 portfoliomanagement, 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 6d ago
Commercial Portfolio Manager - Public Capital
Huntington Bancshares Inc. 4.4
Akron, OH jobs
Summary: The Commercial PortfolioManager 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 PortfolioManager 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 role· 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 - Equipment Finance
Huntington Bancshares Inc. 4.4
Akron, OH jobs
The Commercial PortfolioManager - 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 Auto-Apply 51d ago
Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares Inc. 4.4
Cincinnati, OH jobs
The Commercial PortfolioManager - 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 Auto-Apply 51d ago
Commercial Portfolio Manager - Public Capital
Huntington Bancshares Inc. 4.4
Cincinnati, OH jobs
Summary: The Commercial PortfolioManager 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 PortfolioManager 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 role· 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 - Equipment Finance
Huntington National Bank 4.4
Akron, OH jobs
Summary:The Commercial PortfolioManager - 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 4.4
Akron, OH jobs
Summary: The Commercial PortfolioManager 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 PortfolioManager 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 role · 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 60d+ ago
Commercial Portfolio Manager - Public Capital
Huntington National Bank 4.4
Cincinnati, OH jobs
Summary: The Commercial PortfolioManager 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 PortfolioManager 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 role · 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 60d+ ago
Commercial Portfolio Manager - Equipment Finance
Huntington National Bank 4.4
Cincinnati, OH jobs
Summary:The Commercial PortfolioManager - 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 44d ago
PCS Portfolio Manager
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
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 PortfolioManager, 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 .
+ PortfolioManagement: 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 PortfolioManager
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. 7d ago
Credit Risk Quantitative Model Manager
Flagstar Bank 4.9
Senior portfolio manager job at Flagstar Bank
Title
Credit Risk Quantitative Model Manager Pay Range: 106 - 190K Support the Credit Risk Administration Team with hiring and managing a team of quantitative model analysts responsible for the development, testing, implementation, monitoring, documentation, and maintenance of all credit risk rating models. Assists with directing daily and long-range strategic direction of the group to support business initiatives and regulatory compliance across the full model risk management lifecycle. Team responsibilities include sourcing, cleaning, and transforming data; researching applicable methods; training and testing a variety of specifications; documenting all facets of the development process; implementation of models and related logic in production systems; assessing outputs across different levels of inputs (sensitivity analysis and scenario analysis); back-testing and ongoing performance monitoring; and, communicating aspects of the model and its application to non-technical stakeholders.Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Lead teams in development and application of mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data sets from multiple sources to develop credit risk rating models or other credit risk-related initiatives.
Lead team in implementation of models in code in a transparent and easily maintainable way within loan origination applications.
Lead team in documentation of all modeling or analysis work that meets internal, GAAP, and regulatory requirements; translate model theory and related results for non-quantitative audiences.
Develop and support strong controls for the model implementation framework and maintain related documentation.
Support independent model validation process, internal and external audits, and regulatory reviews.
Interact with model users, validators, and regulators to address model issues and remediation actions.
Interact with key stakeholder groups such as Accounting, Treasury, Credit, Lines of Business, Model Risk Management, and Enterprise Technology in the design, development, and ongoing usage of models.
Lead the team in establishing and executing a robust model performance monitoring process for credit risk rating models.
Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Required Qualifications:
Minimum experience required: 8+ Years of model development and/or validation experience, particularly in credit risk.
Experience with at least one of the following software packages: R, SAS, SQL, Python.
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
Preferred Qualifications:
Education level preferred: Master's degree in Statistics, Econometrics, Mathematics.
Experience developing credit risk models and programing user interfaces.
Experience with implementation of risk rating models and financial spreading process.
Working knowledge of Generally Accepted Accounting Principles (GAAP), Basel III, Dodd-Frank Act Stress Testing, CCAR, and bank accounting/regulatory reporting requirements.
Knowledge and familiarity with key aspects of model risk management and model validation, including SR-11-7 guidance on model risk management.
Ability to use advanced statistical and mathematical software to perform descriptive, predictive, and prescriptive analysis leveraging a variety of statistical techniques (such as segmentation, logistic regression, sensitivity analysis, and machine learning).
Experience managing a team of quantitative model analysts.
Job Competencies:
Strong analytical and critical thinking skills with high attention to detail and accuracy.
Excellent verbal, written, and interpersonal communication skills.
Ability to clearly articulate, in writing or orally, ideas, analytic insights, and recommendations to both technical and non-technical audiences, including an executive audience.
An ability to identify key problems, conduct in-depth research, and articulate well-reasoned solutions.
Travel is not required for this role.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.