Portfolio Manager jobs at Hancock Whitney - 1291 jobs
Commercial Portfolio Manager
Hancock Whitney 4.7
Portfolio manager job at Hancock Whitney
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Equipment Finance (EF) PortfolioManager 3 (PM3) provides credit underwriting and portfolio administration support to all EF product segments for intermediate transactions. The PM3 works with limited guidance and oversight to timely and accurately facilitate and contribute their initial credit risk assessment to the EF transaction review process; manages the subsequent credit screening process; performs detailed credit underwriting with clear and concise drafting of credit memorandums; clearly communicates their assessment with the EF Group PortfolioManager, Relationship Managers, the Director of EF and Credit Officers; facilitates the loan/lease closing process and ongoing portfolio administration, monitoring and surveillance. Mentor to and trainer of Junior EF PMs.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Works in conjunction with deal team (Relationship Manager, credit officer, Asset Manager, EF credit team, Director of EF) to screen deals for viability, credit structure, business issues, pricing, asset risk, residual risk, documentation, legal, and other relevant issues in order to recommend credit opportunities and proposals.
Ability to underwrite and manage credit relationships greater than or equal to $25MM with complex structures, capital stacks that are growing in complexity, and risk profiles that are growing in complexity.
Ability to manage a portfolio of in excess of $300MM across (approximately) 30+ relationships.
Pre-Underwriting to synthesize and address key risks (credit, repayment, structure, asset support, documentation, adequate return for risk, execution, and reputational risk).
Supports the potential originate to syndicate transactions, sell side opportunities, and Corporate Credit Profile Relationships.
Prepares confidential information memorandums to help support sell down transactions and originate to syndicate transactions.
Underwrites new buy side loan and lease transactions accurately and timely for credit approval
Underwrites or provides underwriting support for transactions for EF transactions in Bank markets, providing EF specialty and consulting as needed and for transactions that have defined capital markets sell side and syndication potential.
Works directly with EF Relationship Managers to obtain all necessary financial statements and transaction information in order to analyze credit requests.
Assists in the review and approval of lease and loan documentation, whether internally or externally prepared, to ensure accuracy and completion in accordance with loan approval.
Assists in ordering equipment and collateral valuations and reviews Collateral Gap Analyses.
Track Loan and Lease Agreement compliance ensuring that relationships within the EF portfolio are monitored per the terms of the Loan Agreement and bank policy.
Monitors and works with Relationship Manager and other EF teammates to clear payment Past Dues.
Performs annual reviews to assess obligor and guarantor performance and risks associated with the transaction.
Tracks and resolves document exceptions related to closing and ongoing exceptions. Monitor credit status and quality of loans and leases on a regularly scheduled basis, including assessment of current risk rating.
Keeps informed of current economic conditions and legislation, which may affect customer relationships and the Commercial Line of Business.
Tests obligor and guarantor operating performance against original underwriting and projections upon receipt of required reporting information (i.e. monthly, quarterly, semi-annual, or annual financial statements, etc.).
Assists and mentors junior EF PortfolioManagers.
Supports and assists other EF teammates as workload and ad hoc project load dictates.
Works in conjunction with direct supervision of the EF Portfolio Group Manager and partners with other Relationship Managers.
SUPERVISORY RESPONSIBILITIES:
NONE
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree in Business Administration, Finance, Accounting or a related field.
Master's degree, CPA Preferred.
Successful completion of a formal credit training or certificate program and experience underwriting and closing tax-exempt transactions preferred.
5+ years of credit analysis experience; working with Credit Analysts/ Underwriters, Relationship Managers or bankers, with the understanding of Bank risk tolerances and recommendations on transaction viability and credit worthiness.
Experience assisting Senior Bank Officers with a variety of intermediate to complex transactions.
Ability to interpret personal and business tax returns and financial statements.
Ability to use sound logic to solve problems with effective solutions.
Strong written and verbal communication and ability to prioritize effectively.
Intermediate knowledge of equipment finance and commercial lending services, documentation, underwriting and regulatory guidelines.
Advanced understanding of financial ratios and business principles, and strong analytical skills with an ability to question assumptions.
Intermediate knowledge of credit analysis and lending/leasing functions.
Intermediate knowledge of typical equipment finance and bank products and services.
Developing knowledge of Debt Capital Markets and the Macro Economic drivers.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$119k-204k yearly est. Auto-Apply 19d ago
Looking for a job?
Let Zippia find it for you.
Asset Manager
Dalfen Industrial 3.9
Dallas, TX jobs
Dalfen Industrial is looking for an Asset Manager to join its team based in Dallas, TX. This role will primarily be responsible for strategic planning, leasing, financial analyses, development of both operational and capital budgets, reporting on a quarterly and annual basis with regards to the performance of each asset and analyzing returns. The asset manager will report to the VP Asset Management.
Position Responsibilities
Analyze financial terms of lease proposals, using effective lease/rent calculations and net present value for leases. Determine if potential leases are consistent with current market conditions and meet long-term asset expectations from a financial perspective
Oversee management of property operations for the assets
Develop, draft and present material recommendations regarding the property's operations, capital plan or investment strategy for Investment Committee
Oversee general property level analysis functions (i.e., CAM reconciliation's, PM contracts, construction)
Prepare, review and approve budgets which will implement your strategic business plans
Perform economic analysis of all potential lease transactions to verify consistency with budget and/or proforma
Conduct in-depth market research to fully understand the position of each asset in its respective market from a leasing and investment perspective and all underlying factors which may influence it. Update demographic and market information for each asset for strategic planning and reporting purposes
Assume responsibility for initial capital and operating budgets as well as review and approve acquisition underwriting assumptions
Review leases and lease abstracts, capital improvement budgets, and operational budgets
Skills & Experience
Undergraduate degree required, preferably in Business, Commerce, Finance, Accounting, Real Estate or equivalent
Advanced degree and/or professional designation, (i.e. RPA, CFA and/or CPM) an asset
Minimum 7 years of related real estate and asset management experience.
Strong knowledge of Argus, Yardi and Excel
Must be able to work in fast-paced environment with ability to effectively and efficiently manage multiple projects
Exceptional written and verbal communication skills, including ability to articulate recommendations in concise and timely manner
Company Overview
Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment.
Visit ************** for more information.
$68k-98k yearly est. 3d ago
Tax Experienced Manager, Core Tax Services
BDO Global 4.8
Houston, TX jobs
The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Experienced Manager, Core Tax Services is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Experienced Manager, Core Tax Services Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and Assurance any issues identified in tax accrual reviews
May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Manages client relationships/expectation sin accordance with the project
Provides advice to the clients in a timely manner
Plan and review the tax process and the procedures to be performed to Include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out -of-scope activity and communication to client
Timely collection of A/R
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
Involves firm specialists, as appropriate
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them
Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them
Reviews tax provisions -applies in-depth knowledge of ASC 740 if applicable to practice work
May review prepared workpapers
Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Maximizes client benefits, especially by decreasing client taxes, while managing risk
Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted
Manages written or phone inquiries from federal and state agencies with little or no assistance
May provide effective assistance with protests at the appeals level
Implements applicable Firm strategies
Manages client expectations
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
May train and mentor managers/seniors/associates on specialization areas
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May present complex strategies to clients and prospective clients
* Other duties as required
Supervisory Responsibilities:
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
May act as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
* Masters in Accountancy or Taxation, preferred
Experience:
Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior supervisory experience, required
Industry expertise in one or more tax specialty, preferred
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required
* Possession of other professional degrees or certifications applicable to role, preferred
Software:
* Proficient with the Microsoft Office Suite, preferred
* Experience with tax research databases and tax compliance process software, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $136,000 - $165,000
Colorado Range: $115,000 - $165,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $170,000 - $185,000
Washington Range: $131,400 - $160,000
Washington DC Range: $140,000 - $162,000
$170k-185k yearly 7d ago
Portfolio Manager
Pennington Partners and Co 4.2
Bethesda, MD jobs
About the Company
Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families.
Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility.
About the Position
Working with some of the most successful families in the country brings with it a commitment to Client Service and PortfolioManagement excellence, this position at Pennington is the face of PortfolioManagement excellence and engagement with our Operating Partner Families in different markets across the United States.
This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm.
What You'll Do
Leading the analysis of the client portfolios, and interfacing with clients to discuss updates.
Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes.
Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements.
Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies.
Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events.
Performing related assignments or special projects as may be required.
What You'll Need
Minimum of a BA/BS degree. Graduate degree preferred, not required.
CFA or CPWA accredited certifications are required.
Highly motivated and an ability to work in an entrepreneurial environment.
5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant.
Demonstrated skills interfacing with clients and a passion for improving their lives.
Strong written and verbal communication skills, including ability to succinctly explain complex ideas.
Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment.
Extraordinary organizational and project management skills.
What You'll Get.
We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).
Salary - Competitive compensation (base salary + target bonus)
Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.
EQUAL EMPLOYMENT OPPORTUNITY
It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
$102k-172k yearly est. 60d+ ago
Diversified Markets Portfolio Manager
Farm Credit Services of America 4.7
Remote
We are seeking a Diversified Markets PortfolioManager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolioManager is responsible for client relationships as well as on-going lending and servicing support.
Responsibilities:
Credit PortfolioManagement: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events.
Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types.
Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments.
Requirements:
• Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred.
• 3-7 years related work experience preferred
• Ability to communicate effectively with all levels of the organization
• Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association
• Ability to travel within the assigned territory and occasional travel across the association
• Ability to work independently and as a team member under minimal supervision
• Excellent computer skills
• Focus on problem solving skills with solutions-driven results
• Current awareness of economic developments and production technology affecting agriculture in the region
Other Details:
AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Why AgSouth?
When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast.
At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family!
What can we offer you?
• Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering
• Corporate incentive plan with spot bonuses for top-notch work
• Medical, dental and vision insurance, as well as life and disability insurance
• Flexible spending and health savings accounts
• Generous 401(k) matching contributions, as well as additional employer contributions
• Reimbursement for approved higher education pursuits
• A wellness program for employees, which includes resources for a healthier lifestyle
• Corporate learning programs for professional development
• Other perks, such as employee discounts on select cell phone providers, computers, etc.
$104k-206k yearly est. Auto-Apply 60d+ ago
Portfolio Delivery Leader
Rsm 4.4
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Portfolio Delivery Leader
The Portfolio Delivery Leader is accountable for collaborative design, driving alignment, and successful delivery of a prioritized portfolio roadmap. This role builds and maintains strong, trust-based relationships with key business stakeholders, ensuring that technology investments are aligned with strategic objectives and delivers measurable value.
Acting as a strategic partner to the business digital leader, the Portfolio Delivery Leader ensures the right teams, capabilities, and processes are in place to enable high impact, high-quality solutions. In partnership with Digital Leaders, this role champions an integrated, collaborative delivery model that strengthens business engagement, accelerates decision-making, and enhances transparency across the portfolio.
This position provides leadership and oversight for solution delivery leveraging advanced technologies including ensuring teams consistently apply AI and recent technology design best practices, standards, and methodologies. The Portfolio Delivery Leader is accountable for team performance, delivery excellence, and continuous improvement, fostering an environment of shared ownership, high quality outcomes, and operational efficiency.
ESSENTIAL DUTIES:
Cultivate strong, trust-based relationships with stakeholders to collaboratively shape portfolio roadmaps, prioritize initiatives based on business value, and ensure transparent visibility into delivery progress and effectiveness
Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining world-class custom solutions that seamlessly integrate with internal and external systems. Apply deep business knowledge of assigned lines of business, across lines of business or functional groups to ensure alignment with strategic goals. Drive accountability among leaders to identify and execute opportunities for streamlining delivery workflows through AI, automation, and modern delivery tools. Lead in-house and 3rd party teams on the synthesis of Cloud and hybrid platform offerings into first class solutions for RSM with a consistent focus on delivering high value, high quality solutions that are reliable and will scale to the growing needs of RSM and relevant practice
Establish and oversee processes that enable teams to deliver high-value solutions reliably and collaboratively for RSM business and digital solutions teams. Standardize Agile and SAFe practices across all teams, while fostering leadership collaboration with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity. Champion continuous improvement by driving enhancements in Agile and SAFe practices to optimize delivery efficiency and team performance.
Oversee the execution of advanced products, AI and cloud platform development, governance processes, and manage expectations with stakeholders while continuing to advance the partnership with our business leaders through the priority focus of solving business problems. Identify leading practices around platform Security, Data Integrity, Service Quality, Scalability, Privacy, Risk Mitigation, Disaster Recovery, Control and Monitoring.
Lead high performing teams ensure best practices; standards and policies are adhered to during the execution process. Lead process optimization efforts and provide regular performance
QUALIFICATIONS:
EDUCATION/CERTIFICATIONS
Bachelor of Science or equivalent experience in Software Engineering/Cloud/technology leadership role - Required
Master of Science - Preferred
TECHNICAL/SOFT SKILLS
Solid understanding of Microsoft Azure cloud architecture and administration
Experience building on premise, off-premise and hybrid solutions
Experience building business solutions with a strong understanding of business processes required
Strong conceptual, analytic, and expert problem-solving skills
An understanding of current development technologies
Strong leadership skills with experience managing Agile SAFe development teams to deliver complex business solutions
Motivated to work in a new and growing environment
Strong mentoring and training skills
Excellent communication, collaboration, and influence skills and conveys an approachable demeanor
EXPERIENCE
5 years' experience leading matrixed delivery teams, building strategic roadmaps and providing effective business alignment
Solution Development and Governance required
10 years' experience building enterprise-class on-premise, off-premise and hybrid solutions required
5 years' experience developing and maintaining policies, procedures, standards, and guidelines required
Strong business knowledge in Audit, Tax, Consulting and/or internal functions of the firm required
Strong experience in Agile SAFe
Knowledge and experience with Application Lifecycle Management with Microsoft Team Foundation Server
Experience presenting to C-level executive and Board of Director levels
Proficiency in performing and reporting risk, business impact
Knowledge of experience in developing and documenting cloud architecture and plans, including strategic, tactical and project plans.
Knowledge and experience leading teams focused on Azure cloud and related cloud technologies
Ability to determine when Customization, Development, or additional commercial products are required
Hands on experience with large scale implementation(s) of Azure in an enterprise environment required, specifically around:
Deploying applications for scale in Azure cloud
Monitoring and support of Azure
Disaster Recovery
Performance tuning and optimization
LEADERSHIP SKILLS
Strong leadership skills and the ability to work effectively with business managers, IT engineering and IT operations staff
Ability to influence without authority
Ability to build strong relationships across lines of business, functional areas, and outside vendors
Excellent verbal, written and interpersonal communication skills, including the ability to communicate effectively across the entire organization
Ability to be a leader and SME of Cloud technologies for project and application development teams, management, and business personnel
Ability to drive delivery, motivate team as well as provide input into achieving realistic timelines, roadmaps, and goals
Strong leader: takes ownership, leads by example, creates, and motivates high-performing teams
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $215,800 - $381,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$125k-179k yearly est. Auto-Apply 8d ago
Portfolio Manager
Servisfirst Bank 4.0
Birmingham, AL jobs
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The PortfolioManager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
Conduct financial analysis of credit for new and existing clients and prospects
Generate spreads, term sheets, and other information for loan requests and conduct underwriting
Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
Build profiles and loan requests in nCino for approval
Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
Prepare memos outlining financial information for approvals from the appropriate parties
Track maturity for renewals monthly
Be actively involved in understanding documentation and closing process
Attend sales appointments with Officers as requested
Work on term sheets / commitment letters as directed by supervisors
Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
Bachelor's degree in Finance, Accounting or a related field
5-10 years' experience preferred
Excellent written and verbal communication skills
Experience using Microsoft Outlook, Word and Excel
Experience in a position requiring attention to detail and data analysis
Excellent organizational skills and ability to multi-task
RMA and/or Moody training is a plus
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$57k-89k yearly est. Auto-Apply 49d ago
Portfolio Manager
Servisfirst Bank 4.0
Birmingham, AL jobs
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The PortfolioManager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
Conduct financial analysis of credit for new and existing clients and prospects
Generate spreads, term sheets, and other information for loan requests and conduct underwriting
Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
Build profiles and loan requests in nCino for approval
Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
Prepare memos outlining financial information for approvals from the appropriate parties
Track maturity for renewals monthly
Be actively involved in understanding documentation and closing process
Attend sales appointments with Officers as requested
Work on term sheets / commitment letters as directed by supervisors
Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
Bachelor's degree in Finance, Accounting or a related field
5-10 years' experience preferred
Excellent written and verbal communication skills
Experience using Microsoft Outlook, Word and Excel
Experience in a position requiring attention to detail and data analysis
Excellent organizational skills and ability to multi-task
RMA and/or Moody training is a plus
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$57k-89k yearly est. 20d ago
Commercial Portfolio Manager
Community Financial Credit Union 3.6
Plymouth, MI jobs
Who We Are:
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve.
About the role:
The Commercial PortfolioManager is responsible for managing and servicing a portfolio of commercial loans. This position monitors and analyzes credit quality and loan exposure for their assigned commercial loan portfolio. The Commercial PortfolioManager performs credit analysis and annual reviews, while assisting Commercial Credit Analysts on complex loan transactions as needed. In collaboration with the Commercial and the Business Experience teams, the Commercial PortfolioManager is responsible for maintaining financial statement collection compliance within a tolerance level, keeping matured loans to a minimum, assisting in loan collection by proactively reducing delinquent loans through collection efforts when necessary.
This position has a starting hourly rate of $39.57 , but your offer amount may be increased with relevant work experience and transferable skills.
A Day in the life of a Commercial PortfolioManager can look like:
Monitor the credit performance of assigned commercial loan portfolios. Coordinate with servicers and Business Relationship Officers on modifications, financial ticklers, covenants, and documenting & tracking annual reviews.
Perform annual reviews as required. Collect and review financial statements, tax returns, rent rolls, personal financial statements, loan document exceptions, and other documents as required by annual reporting policy.
Monitor upcoming renewals. Prepare loan modifications and servicing action requests for approval. Obtain and review legal documents to ensure that renewals and modifications are properly documented and closed timely.
Limit the credit union's risk of losses by monitoring the quality of the loan portfolio and keeping management informed of potential losses, trends, and compliance problems.
Perform commercial underwriting when needed and prepare credit memorandums on new requests and annual reviews. Loan types include construction & development loans, commercial real estate loans, term loans, line of credit, business acquisition loans, accounts receivable loans, letters of credit, unsecured loans and lines, business credit cards, and loans carrying the Small Business Administration guaranty.
What you bring to the table:
High school diploma or equivalent.
5 years of experience in Commercial Lending as a Credit Analyst, Underwriting Specialist, PortfolioManager, or Relationship Manager.
3 years of construction and development experience as it relates to portfoliomanagement.
2 years of experience in a position that includes member contact and communications.
Experience in identifying, addressing, and negotiating risky situations. This includes knowing when to elevate them to the appropriate individuals.
Working knowledge of the financial services industry, financial products, and federal & state banking regulations.
Advanced knowledge of commercial loan structuring, underwriting, credit, and documentation.
Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures.
Thorough understanding of risks (such as the market, rates, and leverage) related to the lending process.
Proficiency using Excel, Word, and PowerPoint.
You might also have:
Bachelor's degree.
Formal credit training.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of orsa, you'll enjoy:
Comprehensive medical, dental, and vision plans
Four weeks of PTO for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events
Contact/application information:
If this description appeals to you, please submit an application! A member of orsa credit union's talent acquisition team will be in contact with you shortly!
Equal Employment Opportunity Policy:
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$39.6 hourly Auto-Apply 48d ago
Commercial Portfolio Manager
Community Financial Credit Union 3.6
Plymouth, MI jobs
Who We Are:
At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.
About the role:
The Commercial PortfolioManager is responsible for managing and servicing a portfolio of commercial loans. This position monitors and analyzes credit quality and loan exposure for their assigned commercial loan portfolio. The Commercial PortfolioManager performs credit analysis and annual reviews, while assisting Commercial Credit Analysts on complex loan transactions as needed. In collaboration with the Commercial and the Business Experience teams, the Commercial PortfolioManager is responsible for maintaining financial statement collection compliance within a tolerance level, keeping matured loans to a minimum, assisting in loan collection by proactively reducing delinquent loans through collection efforts when necessary.
This position has a starting hourly rate of $39.57, but your offer amount may be increased with relevant work experience and transferable skills.
A Day in the life of a Commercial PortfolioManager can look like:
Monitor the credit performance of assigned commercial loan portfolios. Coordinate with servicers and Business Relationship Officers on modifications, financial ticklers, covenants, and documenting & tracking annual reviews.
Perform annual reviews as required. Collect and review financial statements, tax returns, rent rolls, personal financial statements, loan document exceptions, and other documents as required by annual reporting policy.
Monitor upcoming renewals. Prepare loan modifications and servicing action requests for approval. Obtain and review legal documents to ensure that renewals and modifications are properly documented and closed timely.
Limit the credit union's risk of losses by monitoring the quality of the loan portfolio and keeping management informed of potential losses, trends, and compliance problems.
Perform commercial underwriting when needed and prepare credit memorandums on new requests and annual reviews. Loan types include construction & development loans, commercial real estate loans, term loans, line of credit, business acquisition loans, accounts receivable loans, letters of credit, unsecured loans and lines, business credit cards, and loans carrying the Small Business Administration guaranty.
What you bring to the table:
High school diploma or equivalent.
5 years of experience in Commercial Lending as a Credit Analyst, Underwriting Specialist, PortfolioManager, or Relationship Manager.
3 years of construction and development experience as it relates to portfoliomanagement.
2 years of experience in a position that includes member contact and communications.
Experience in identifying, addressing, and negotiating risky situations. This includes knowing when to elevate them to the appropriate individuals.
Working knowledge of the financial services industry, financial products, and federal & state banking regulations.
Advanced knowledge of commercial loan structuring, underwriting, credit, and documentation.
Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures.
Thorough understanding of risks (such as the market, rates, and leverage) related to the lending process.
Proficiency using Excel, Word, and PowerPoint.
You might also have:
Bachelor's degree.
Formal credit training.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of Community Financial, you'll enjoy:
Comprehensive medical, dental, and vision plans
Four weeks of PTO for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options, including flex scheduling and work from home for many positions
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events
Contact/application information:
If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly!
Equal Employment Opportunity Policy:
Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$39.6 hourly Auto-Apply 46d ago
Commercial Portfolio Manager II
Origin Bancorp 4.0
Frisco, TX jobs
Your Career. Your Story. Let's Write the Next Chapter Together.
At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.
What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.
If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Daily management of assigned commercial loan relationships for Commercial Relationship Banker's (CRB's), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties.
Word
Duties and Responsibilities include the following.
Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
Provides strong levels of support with minimum supervision to CRBs and the entire lending team on commercial relationships.
Ensures compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions.
Coordinates credit underwriting process and preparation of credit approval packages.
Monitors loan agreement covenants and borrowing base compliance as well as report exceptions.
Ensures ongoing timely receipt of financial information consistent with bank policy.
Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established.
Consults with Relationship Managers and Credit to make recommendations on risk ratings.
Reviews equipment and real estate appraisals in conjunction with Relationship Managers.
Assists with Watch List credits (prepares CARS, communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results.
Inputs loan requests and supporting information into loan processing software
Develops and administers pre-credit analysis function on credit relationships.
Assists relationship managers in structuring credits, assessing covenants, and monitoring procedures.
Performs loan reviews/annual reviews on selected borrowers and guarantors for credit relationships.
Assists in drafting loan agreements, term sheets, commitment letters, and closing instructions to counsel, as requested by CRBs.
Identifies and follows up on specific leads offering business development opportunities, promoting the bank's services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting.
Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and enhance business opportunities.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of three to five years credit analysis and/or lending experience or until candidate has achieved a level of proficiency where minimal guidance from CRB's and/or Management is required to perform outlined Duties and Responsibilities; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Advanced knowledge of credit policies, procedures and terminology preferred.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Word
Compensation Details
We believe in competitive compensation. The minimum average base pay for this position based on market is:
$91,986.00
Word
The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here).
Word
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
$92k yearly Auto-Apply 12d ago
Portfolio Manager
Firstbank 4.6
Murfreesboro, TN jobs
This position can sit in our Murfreesboro or Chattanooga office and will need to occasionally commute to Tullahoma/South Central FirstBank branches.
The PortfolioManager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group PortfolioManager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM.
Essential Duties and Responsibilities:
Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system.
Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met.
Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools.
Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc.
Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality.
Monitor past due information and future maturities, alerting the RMs as needed.
Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio.
Demonstrate an understanding of financial spreads, modeling and monitoring.
Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio.
May assist in the preparation of pitch books for prospective clients.
May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate.
Attend meetings and represent the PM and/or RM teams as needed.
Function as part of the RM team as a capable secondary point of contact for commercial clients.
Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy.
Ensure source documentation and credit analysis are accurate and timely supported.
Possess a sound knowledge of credit policy and its application to credit requests
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education and/or Experience:
Bachelor's degree in finance or similar field preferred
Experience in banking specifically loan operations, lending or credit
Skills and Abilities:
Strong verbal and written communications; one-on-one and in team environments
Ability to allocate time effectively and independently to prioritize timelines
Strong personal organizational and time management skills
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$86k-117k yearly est. Auto-Apply 60d+ ago
Sr Investor Reporting Analyst
Pennymac 4.7
Carrollton, TX jobs
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Sr Investor Reporting Analyst is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity.
As the Sr Investor Reporting Analyst, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures.
The Sr Investor Reporting Analyst will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
#TPO Salary $65,000 - $100,000 Work Model OFFICE
$65k-100k yearly Auto-Apply 60d+ ago
Portfolio Manager
First Horizon Corp 3.9
Fort Lauderdale, FL jobs
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$78k-103k yearly est. 53d ago
Portfolio Manager
First Horizon Corp 3.9
Boca Raton, FL jobs
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$78k-103k yearly est. 53d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Florida jobs
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$121k-169k yearly est. 37d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Tennessee jobs
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$104k-138k yearly est. 37d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Texas jobs
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$101k-136k yearly est. 37d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Louisiana jobs
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$101k-137k yearly est. 37d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Alabama jobs
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube