Atlantic Union Equipment Finance ("AUEF"), a subsidiary of Atlantic Union Bank ("AUB"), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines.
Position Accountabilities
Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance.
Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables.
Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet.
Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance.
Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews.
Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements.
Participate in special projects to aid with the continuous improvement in underwriting and portfolio management.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders.
This senior position may mentor CPMs I, II, and III, as appropriate.
Generate new ideas and recommendations for continuous process improvement.
Participate in special projects on an as-needed basis
Organizational Relationship
This position reports to the Equipment Finance Underwriting Manager
Position Qualifications
Education & Experience
Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment
Knowledge & Skills
Experience underwriting across multiple industries and asset types.
Knowledge of Equipment Leasing concepts is a plus.
Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations.
Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends.
Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities.
Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies.
Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages.
Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution
PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables.
Ability to research industry sources and equipment types needed for credit evaluations.
Strong organization skills with the ability to self-manage time and work flow to meet deadlines.
Ability to manage multiple projects at one time.
Ability to work independently as well as within a team environment
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$104k-168k yearly est. 2d ago
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Treasury Management Relationship Manager
Farmers National Bank of Canfield 4.7
Investor job in Dublin, OH
Responsible for facilitating the outside sales of business deposit accounts and all Treasury products and services. Build relationships with external clients as well as internal partners to enable strong referrals and solutions for client needs.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Direct the outside sale of business deposit accounts and Treasury Mgt. products and services
Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently
Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients
Manage client portfolio to maintain and grow relationships
Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client's needs and wants
Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed
Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc.
Maintain a profile in the community through membership in a service organization and participation in Chamber events
Support Treasury Management area and Commercial Lending in other duties as requested
Complete other duties as assigned
EDUCATION and/or EXPERIENCE:
Bachelor degree in Business Administration or Finance
Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience
Strong sales ability
Excellent interpersonal/people skills
Thorough knowledge of treasury/cash management products and services
Solid presentation skills
Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
Ability to clearly and effectively communicate both verbally and in writing
Proven ability to provide high quality customer service
Good analytical and problem solving skills
Frequent travel will be required using reliable personal transportation
OTHER SKILLS and ABILITIES:
Must have excellent judgment/decision making skills, time management and organizational skills
Must be able to work without supervision
Must be able to operate all general office equipment
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsCert Treasury Prof (preferred)
Skills
Sales Experience (required)
Treasury Management (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$61k-93k yearly est. 2d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Investor job in Columbus, OH
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$62k-86k yearly est. 2d ago
Pharmacy Relationship Manager
America's Pharmacy Group, LLC 4.5
Remote investor job
Job Description
Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)
*We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city; your desired territories will be discussed during the interview.
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Monthly Bonuses
Great Commission!
$74k-112k yearly est. 18d ago
Diversified Markets Portfolio Manager
Farm Credit Services of America 4.7
Remote investor job
We are seeking a Diversified Markets Portfolio Manager 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 portfolio Manager is responsible for client relationships as well as on-going lending and servicing support.
Responsibilities:
Credit Portfolio Management: 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
Investment Manager
Legalist
Remote investor job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for an Investment Manager to join our growing investment team. You'll be responsible for leading and driving sales engagement and should be highly motivated to solve critical challenges facing our counterparties. If you're looking to take your career to the next level and join a collaborative, dynamic company, this opportunity from Legalist could be the one for you.
Core responsibilities:
Pursue revenue boosting opportunities in multiple channels such as direct prospecting, lead follow-up, networking, and partner / channel relationships.
Design, develop, and execute on mutual action plans to form a winning closing strategies.
Form value propositions to prospective partners that appeal to their needs and requirements, eventually growing the professional relationship and further anticipating business needs.
Harmonize efforts with other functional teams in the organization. You'll be more effective at your job over time, as you learn the answers to questions without having to ask the rest of the team.
Build and maintain relationships with partners and third parties to increase Legalist's opportunities.
Required experience for this role:
Bachelor's Degree in Business, Communication, or related field desirable or equivalent experience from an accredited institution.
1 - 2 years experience in an Inside Sales/Business Development position.
Strong verbal and written communication skills.
Self-driven, results-oriented with a positive outlook and a clear focus on high quality and business profit.
Excellent time management and organizational skills.
$87k-153k yearly est. Auto-Apply 60d+ ago
Systematic Portfolio Manager - Crypto / CeFi
Elliot Partnership
Remote investor job
Crypto Portfolio Manager | Senior Crypto Quant Trader
Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading
NYC or US based (remote)
A stealth mode systematic crypto trading firm is looking to add a Portfolio Manager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome.
They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps.
The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive:
Access to Capital and high % pay-out
Interesting team growth opportunity
Collaborative culture
Required:
Detailed CV and Investment process plan
Min 2 year track record of risk adjusted returns
Sharpe ratio above 2
PM must have managed live capital of minimum $5m
BSc / MSc in Quant Math or Science discipline
$106k-186k yearly est. 60d+ ago
Portfolio Success Manager
Shipbob 3.8
Remote investor job
As a member of the ShipBob Team, you will...
Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob.
Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights.
Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories.
Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Role Description:
The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success.
What you'll do:
Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
Manage a book of high revenue clients and grow their business within ShipBob.
Source and close expansion deals within your merchant book of business.
Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
Collaborate cross departmentally with multiple stakeholders.
Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation.
Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies.
Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
Experience with data analytics - reviewing and utilizing data to make decisions.
Additional duties and responsibilities as necessary.
What you'll bring to the table:
8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred.
Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives.
Established ability to negotiate and deliver contractual partnership deals.
Demonstrated ability to manage and foster a positive team culture.
Ability to build consultative and executive-level customer relationships.
Excellent conflict resolution abilities and negotiation experience.
Advanced written and verbal communication skills.
Desire to work in a fast-paced environment.
Advanced experience in Microsoft Office Suite.
This role will require up to 15% of travel.
Perks & Benefits:
Medical, Dental, Vision & Basic Life Insurance
Paid Maternity/Parental Leave Program
Flexible Time Off Program
Paid Sick Leave
Wellness Days (1 day/quarter)
401K Match
Comprehensive Benefits Package >>> ********************************
See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob)
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions.
About You:
The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain.
Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/).
About Us:
ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago.
ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
$93k-182k yearly est. Auto-Apply 2d ago
Applications Portfolio Manager - Microsoft Platforms
Michael Baker 4.6
Remote investor job
Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices.
This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio.
Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms.
The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role.
RESPONSIBILITES
Portfolio & Applications Management
Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms.
Build, manage, and set the direction of the Knowledge Management portfolio and its team members
Create, capture, organize, and assess knowledge assets for enterprise use.
Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies.
Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements.
Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge.
Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations.
Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture.
Translate business needs into long-term technical solutions to solve problems.
Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems.
Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers.
Function as the Subject Matter Expert for Microsoft 365 tools and processes
Create and advertise use cases for Microsoft tools, and assist businesses in adoption
Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools
Lead implementation of new tools, including project management and change management activities
Oversee end user support for Microsoft 365 and CX applications
Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment.
Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences.
Team Development and Stakeholder Engagement
Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions.
Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform.
Mentor and develop KM and CX team members.
Foster a collaborative, high-performance environment focused on innovation and delivery.
Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions.
Operational Excellence
Ensure quality, compliance, and security across all managed applications and platforms.
Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices.
Internal Processes: Lead information management process definition and implementation.
Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption.
Services Support: Work with business to manage information needs.
Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use.
PROFESSIONAL REQUIREMENTS
Bachelor's degree in Computer Science, Information Technology, or related field.
10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization.
Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies.
Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale.
Strong background in business analysis, solution architecture, and portfolio management.
Experience managing cross-functional teams and external partners.
Excellent communication, presentation, and stakeholder management skills.
Demonstrated ability to drive adoption and deliver measurable results.
PREFERRED QUALIFICATIONS
Experience in the Architectural, Engineering, and Consulting (AEC) industry.
Supervisory and training experience.
Application portfolio management in complex, multi-business environments.
COMPENSATION
The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
BENEFITS
We offer a comprehensive benefits package including:
Medical, dental, vision insurance
401 (k) Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits
#LI-KR2 #LI-REMOTE
$140k-180k yearly Auto-Apply 60d+ ago
Customer Portfolio Manager CPM TX
GE Vernova
Remote investor job
Management of all resources, and logistics required to perform services and maintenance activities on customers' site/property. These activities contribute to, maintain, repair and refurbish sold or existing products. Includes all types of maintenance service (preventive and remedial), manage maintenance facilities and field services engineering. Responsible for departmental operations planning/execution or is focused on execution of professional activities within a technical discipline. Functions with some autonomy but guided by established policies or review of end results.
The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.).
**Job Description**
**Roles and Responsibilities**
+ Act as the single point of contact to the Greek Transactional and MMP customers for timely and satisfactory resolution of concerns covering a wide variety of support services offered for assigned region, product, or coverage area - Responsible for knowledge of assigned region, coverage area, or product lines, their associated configuration installations, and represents the most direct access to all appropriate internal functions to support the customer · Establish and maintain contact to provide on-going technical and business support to assigned customers in designated geographic region or coverage area
+ Includes direct people management responsibility including staffing and performance development. Utilizes in-depth knowledge of a technical discipline and analytical thinking and technical experience to execute policy/strategy.
+ Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market
+ Uses some judgment and has some ability to propose different solutions outside of set parameters to address more complicated manufacturing processes with technical variety and/or interdependent production cycles. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own teams to arrive at decisions.
+ Acts as a resource for colleagues with less experience. May lead small projects with low risks and resource requirements. Explains information; developing skills to bring team members to consensus around topics within field. Conveys performance expectations and may handle sensitive issues.
**Required Qualifications**
+ For roles outside of the USA- This role requires advanced experience in the Services & Customer Service Management. Knowledge level is comparable to a Bachelor's degree from an accredited university or college ( or a high school diploma with relevant experience).
+ For roles in USA - Bachelor's degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)).
**Desired Characteristics**
+ Strong oral and written communication skills. Demonstrated ability to analyze and resolve problems. Ability to document, plan, market, and execute programs. Established project management skills.
**Additional Information**
**Relocation Assistance Provided:** No
\#LI-Remote - This is a remote position
GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
$93k-165k yearly est. 14d ago
Portfolio Manager, NextGear Capital (Baltimore/DC Market)
Cox Holdings, Inc. 4.4
Remote investor job
Company
Cox Automotive - USA
Job Family Group
Customer Care Group
Job Profile
Portfolio Manager III - NGC
Management Level
Individual Contributor
Flexible Work Option
Can work remotely but need to live in the specified city, state, or region
Travel %
Yes, 75% of the time
Work Shift
Day
Compensation
Compensation includes a base salary of $107,200.00 - $160,800.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Job Description
Job Summary
The Portfolio Manager manages and grows a portfolio of dealer clients across the assigned Baltimore/DC territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Atlanta Northwest area.
*
The Candidate must permanently reside in assigned geographic territory
.
Responsibilities
Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients.
Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation.
Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations.
Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress.
Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery.
Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors.
Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company.
Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company.
Responsible for onboarding new clients to ensure a positive and successful client experience.
Cultivate Cox Automotive cross functional business unit relationships and opportunities.
Participate and support other projects and initiatives as required.
Perform all other duties as assigned.
Job Knowledge, Skills and Abilities:
Knowledge of the automotive industry (various sectors).
Knowledge of the finance industry (various sectors).
Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred.
Strong financial acumen with working knowledge of key financial tools and terminology.
Ability to identify risk indicators through data tools.
Ability to communicate a proactive performance plan on continuous basis individually and client level.
Strong presentation, verbal and written communication skills.
Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
Strong time management skills with ability to manage deadlines.
Strong negotiation and collection skills.
Strong analytical and problem-solving skills.
Ability to work independently and in a remote environment.
Ability to maintain a high level of safety awareness and take necessary safety precautions.
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.
Education and Experience:
BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree.
Automotive and/or floorplan industry background preferred.
Financial knowledge and acumen preferred.
Physical Demands:
Ability to visit clients at least 60% of the time with occasionally required overnight travel.
Ability to sit and stand for extended periods of time.
Valid driver's license is required for this position.
Disclaimer:
The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.
$107.2k-160.8k yearly Auto-Apply 8d ago
Portfolio Manager - Cash Flow Lending
Northwest Bank 4.8
Remote investor job
The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate
Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance
Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance
Present analysis or address questions during credit discussions or presentations
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure
Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline.
Ensure compliance with Northwest's policies and procedures and applicable regulations
Complete other related duties as assigned in support of Credit Management's support function
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree Accounting, Finance, Economics, or related degree
3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
101 East Main Street
Mount Joy, PA 17552
WARREN, PA
100 Liberty Street
Warren, PA 16365
ERIE, PA
800 State Street
Erie, PA 16501
PITTSBURGH, PA
Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
FISHERS, IN
11 Municipal Drive
Suite 150
Fishers, IN 46037
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$102k-194k yearly est. Auto-Apply 60d+ ago
Portfolio Manager
Ria Recruiting
Remote investor job
Portfolio Manager - Tempo Wealth
(Remote or Hybrid options available depending on location)
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Portfolio Manager to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes.
This position can be fully remote for qualified candidates outside the Cleveland area, or hybrid for those within commuting distance to our Independence office.
Salary & Benefits
Salary Range: $100,000 - $140,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
Significant growth opportunity with a career path toward Chief Investment Officer
No business development requirements
Key Responsibilities
Manage portfolios for an existing clientele composed primarily of executives in public and private companies
Conduct due diligence on private and alternative investments
Analyze prospective client portfolios to identify strengths and gaps
Build and maintain portfolio models and manage portfolio sleeves
Oversee trading operations and supervise staff involved in execution and rebalancing
Participate in and ultimately lead the firm's Investment Committee
Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions
Monitor performance dispersion and risk characteristics for ongoing suitability
Perform and summarize due diligence reviews for private and alternative investments
Stay current on industry developments, attending relevant conferences and webinars
Collaborate with the team on new investment technology initiatives
Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies
Qualifications
CFA Charter holder in good standing (required)
Minimum 5 years of portfolio management experience
Proven experience with alternative and private investments
Excellent written and verbal communication skills, both internally and client-facing
Strong analytical and organizational abilities with acute attention to detail
Technology-savvy, with the ability to quickly learn and master investment platforms
Demonstrated growth mindset and adaptability within a dynamic, innovative environment
Experience with Advyzon (CRM/reporting), Schwab, or Altruist platforms a plus
Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant.
If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
$100k-140k yearly Auto-Apply 60d+ ago
Portfolio Manager
Pennington Partners and Co 4.2
Remote investor job
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 Portfolio Management excellence, this position at Pennington is the face of Portfolio Management 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
Manager, Portfolio Management
Nonprofit Finance Fund 4.3
Remote investor job
Senior Director, Portfolio Management
Suite: Credit Risk and Loan Administration
Department: Portfolio Management
Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia).
Salary Range: $99,500 - $110,600
About Nonprofit Finance Fund
Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values.
About This Role
Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve.
NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required.
What You Will Do
Essential responsibilities for this role include, but are not limited to:
Portfolio Monitoring & Risk Management (35%)
Oversee the performance of assigned loan portfolios and asset classes
Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators
Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio
Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns
Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults
Relationship Management & Customer Service (35%)
Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions
Serve as the primary post-closing relationship manager for NFF borrowers
Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues
Compliance, Documentation & Workout Management (20%)
Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations
Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution
Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda
Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies
Meetings and Other Duties As Assigned (10%)
Attend internal and external meetings as needed
As work and community/client needs change assignments, projects, and job duties will be assigned and may change
Who You Are and Minimum Qualifications
Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields
Formal Commercial Credit training from a recognized bank or institution
A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending
Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders
Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points
Advanced knowledge of Excel with the ability to perform financial analysis and modeling
Proficient experience in analyzing complex financial statements and tax returns
Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc.
Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents
Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management
Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications
All other equivalent combinations of work experience and training/education will also be considered
The Strongest Candidates Will Have/Be
Commitment to NFF's values and mission
Experience working with communities with historical disinvestment
Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools
Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices
Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones
Willingness to collaborate with a dynamic and mission-driven team
Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment
Benefits and Compensation
NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs.
This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.
Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!
As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.
Job Responsibilities:
Lead a team of 4 analysts with scope to increase
Identify skill gaps and help grow the team as needed
Provide oversight of several key functions
Review portfolio exceptions of JPMorgan Wealth Management SBL clients
Resolve margin calls with JPMorgan Wealth Management Advisors
Work with the estates team to manage pipeline and ensure timely resolution
Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions
Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action
Identify operational gaps and ensure resolution
Required qualifications, capabilities, and skills:
Proven ability to lead and mentor with the ability to foster collaboration and growth
General understanding of credit products/commercial lending concepts
Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
Strong analytical and problem-solving skills
Excellent communication, presentation, and personal skills
Ability to think critically and multi-task
Perform tasks with limited supervision
Preferred qualifications, capabilities, and skills:
Proven ability to present to senior leadership
Preferred Bachelor's degree in a business-related field
Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience
General understanding of financial markets and securities industry
$77k-139k yearly est. Auto-Apply 60d+ ago
Asset Management- Private Securitized Portfolio Manager - Executive Director
Jpmorgan Chase & Co 4.8
Investor job in Columbus, OH
JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process.
Job Responsibilities
* Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations
* Actively monitor market themes and sector trends to identify investment opportunities
* Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers
* Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions
* Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation
Required qualifications, capabilities and skills
* 10+ years of securitized credit experience across one or more sub-sectors
* Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO
* Knowledge of Intex and/or Trepp
* Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints
* Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks
Preferred qualifications, capabilities and skills
* CFA Charter-holder preferred
* Ideal experience as a research analyst, portfolio manager or banker
$83k-126k yearly est. Auto-Apply 10d ago
Portfolio Manager
United Community Bank 4.5
Remote investor job
United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.
What You'll Do
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending.
Analyze complex financial statements and prepare credit analysis packages.
Serve as a secondary contact on client relationships.
Identify cross-sell opportunities with new and existing clients.
Assist in the loan process, including underwriting and closing.
Prepare commitment letters and review loan documents.
Assist lenders in their prospecting efforts.
Requirements For Success
Bachelor's Degree in finance or accounting preferred.
5+ years of experience in commercial lending.
Proficient knowledge of credit policy, banking regulations, and loan documentation.
Ability to analyze complex financial statements and tax returns.
Strong interpersonal and communication skills.
Excellent organizational and time management skills.
Ability to work effectively within the company's credit culture.
Proficiency with in-house financial reporting applications, including Navigator.
Good mathematical, reading comprehension, and writing skills
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
$60.5k-93.1k yearly Auto-Apply 44d ago
Portfolio Manager
German American Bancorp, Inc. 4.5
Investor job in Whitehall, OH
Job Title: Portfolio Manager As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.
What You'll Do:
The Daily Grind - Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed. You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face-to-face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.
You're Part of a Team - You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout Ohio, southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company's continued prosperity and future growth.
What it Takes:
* Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
* 5+ years' Portfolio Management experience
* Ability to: communicate effectively as an expert in the wealth management field (written and verbally)
* Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors)
Bonus Points:
* Experience in securities research
* Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
* Experience with the securities trading process
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 25 days paid time off, 11 paid holidays and bereavement leave
* Education Assistance Program
* Paid Parental Bonding Leave
* Wellness benefits
* Life event coverage
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
430 North Hamilton Road
Whitehall, Ohio, 43213
United States
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
$103k-165k yearly est. 60d+ ago
Branch Relationship Manager
Telhio Credit Union 3.8
Investor job in Westerville, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities
Lead, plan and manage branch financial performance
Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training.
Inspire each member of the branch team to achieve performance excellence and create lasting member relationships.
Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired
Recruit, retain and hire talent based on business needs
Conduct quarterly and annual performance evaluations for all direct reports
Build lasting member relationships internally and externally to contribute to achieving branch results
Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events.
Communicates openly with team and possesses the ability to make tough decisions.
Manage and lead staff to conduct branch operations in accordance with our policy and procedures
Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events
Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members
Manage and correct member complaints and handle all escalated items.
Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable
Open deposit and lending accounts and complete maintenance for existing and new members when applicable
Other job duties and functions as assigned by leadership
Responsible for all branch operations and audits.
Ensure proper timekeeping for all branch staff.
Manage & Lead Staff to conduct Branch Operations.
Ensuring branch has all the necessary marketing and supplies to operate.
Ensures proper branch cash levels are maintained by managing cash delivery/shipment.
All scheduling done efficiently and effectively to accommodate member needs
Responsible for branch performance in all metrics, including, but not limited to:
Sales performance
Member service
Operational efficiencies
Manage employee development and training effectively
Ensure on-the-floor marketing materials are current.
Ensure all necessary reporting is updated.
Inform and update staff regarding new marketing promotions.
Attend training/meetings as required by management.
Lead meeting, as necessary, with branch employees.
Complete all necessary reporting as required by management
Mentor, coach, and motivate other team members (new and existing).
Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups.
Builds and maintains a dynamic culture.
Completes performance reviews bi-annually, as directed by Telhio Leadership.
Qualifications:
High School Diploma/Equivalent (Required)
Associates degree (Preferred)
3-5 years leadership experience (Required)
6-8 years of Retail Banking experience (Required)
1-3 years of Business Banking experience (Preferred)
Notary License (Upon hire/ Required)
NMLS Designation (Upon hire/ Required)
Demonstrates in depth knowledge of financial products and banking regulations
Demonstrates strong member advisory skills
Demonstrates experience with/broad understanding of personal and commercial financial solutions
Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability.
What you will earn:
Competitive salary
Opportunity to earn incentive and bonus
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
Additional financial incentive programs for employees enrolled in our insurance
6% matching and immediately vested 401(k) plan
Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds.
This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer