Portfolio manager jobs in Atlanta, GA

The person will be part of the “Quality and Risk Management” team of Infosys McCamish. The person has to co-ordinate with IT / BPM Operations, Corporate and Client Stakeholders to implement all necessary Risk and Information security best practices, ensuring compliance to organization policies and procedures, and client requirements with respect to products, platforms, BPM Services at all Infosys McCamish locations across the globe. Responsibilities may include but are not limited to: Security Controls implementation - Overall Program management Conduct Risk Assessment Help stakeholder in closing the assessment gaps. Aligning the policies and procedures with respect to Risk / Information security Co-ordination between delivery / functional teams Implementation of control objectives Define and implement change initiatives. Implementation knowledge of Information Security, Business Continuity, Data Privacy, Cloud Security Management Models and guidelines like ISO 27001, ISO 27701, ISO 27017, ISO 27018, ISO 22301, NIST, CISA, SOC 1, SOC 2 etc. is preferable. Audits Auditing IT vendors periodically in terms of their compliance to Information security standards as per MSA/contract. Auditing the IT infrastructure components, say, servers, networks, applications (both internal and third party), scanning the vulnerabilities, define appropriate controls and certify them to use it in our business. Conduct Internal Audits on process compliance (Risk audits-confidentiality, Integrity and Availability, IP audits, Information Security audits) Facilitate external audits with certifying bodies and ensure certification / Recertification (ISO 27001, SSAE 16 - SOC1, etc.,) Facilitate Client risk audits on Information security, vulnerabilities etc., by coordinating with all internal / client stakeholders. Handling all Security Incidents, Audit Non-conformities, Process deviations, Complaints pertaining to Risk and ensure that the process owners are defining and implementing the relevant corrective / preventive actions and close the same. Qualifications: Basic: • Minimum of a bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. • At least 7 years of experience related to the job description. Preferred Facilitating Periodical Risk review meetings with leadership team. Risk reporting: Co-ordination between different BPO client managers / Engagement Managers / Functional teams to get the right information and publish metrics, status reports and initiatives dashboard to all internal and external stakeholders. Identify continuous process improvement opportunities, define, and implement best practices, driving improvement culture across the organization. Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise). The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. About Us Infosys McCamish Systems, (*********************************** located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPO Limited. (******************* Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995. It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim - generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish's many BPO clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA. EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/Gender Identity/National Origin

The Senior Asset Manager role requires strong leadership, communication, analytical, and strategic planning skills to drive the success and growth of the companies multifamily portfolio. As a Senior Asset Manager, you will play a pivotal role in overseeing the physical, financial, and operational aspects of a diverse portfolio of multifamily communities, encompassing both market rate and affordable housing. Your primary objective will be to maximize the long-term value of these communities. Responsibilities Evaluates the physical, financial, and operational aspects of a diverse portfolio of multifamily communities consisting of market rate and affordable communities to maximize long-term value. Communicates regularly with Property Management, Project Partners, and other stakeholders as needed to drive portfolio performance and advance portfolio goals. Creates, analyzes and evaluates reports, data, and other information to effectively monitor portfolio goals and performance. Develops partnerships with multiple stakeholders, departments, and third parties through clear, intelligent, and routine communications. Ensure all reporting packages for limited partners, lenders, and others are prepared and submitted as required and timely. Prepares action plans, reports, and other deliverables as requested by the Project Partner to address short, mid, and long-term performance. Partners with interdepartmental teams with the planning and execution of value events including acquisitions, refinancing, repositioning, syndications and sales within the portfolio. Ensures adherence to proforma and the quality and timeliness of stakeholder deliverables. Creates business plans for each asset, partnering cross-functionally to ensure ownership goals are understood and met. Inspects and reviews the physical condition of each asset in your portfolio as scheduled, reporting results to key stakeholders and partnering with Property Management and Ownership to drive improvements (if needed). Acts as a resource for all members of the organization on specialized areas, including partnership agreements, loan documents, tax returns, restrictive covenants, and other items as necessary. Develops plans, ideas, and strategies to drive asset performance, including the identification of additional income generating opportunities. Manages ancillary income functions for region, including easement requests, cable contracts, and other items as needed. Qualifications Bachelor's degree in real estate, Accounting, Finance, Economics, or related field. Professional designations (i.e. HCCP, CCIM, CPM, COS, CAM) preferred. 4+ years' experience in Multifamily Asset Management, preferably in Affordable Housing. Advanced knowledge of Windows, Microsoft Word and Excel and Outlook and Yardi experience is a plus. Thorough knowledge of affordable housing industry a plus, including Section 42, Section 8, HOME, and other affordable programs. Advanced verbal and written communication skills and strong organizational and analytical skills. Advanced mathematical and reasoning skills; and general accounting background preferred. Ability to comprehend highly complex partnership structures, waterfalls, and distribution possibilities. Must be able to synthesize and analyze qualitative and quantitative data from multiple sources to draw conclusions. Yardi experience is a plus. Personal Skills & Attributes Must be willing to work onsite Must be willing to travel 50% of the time

Our Client Active, multidisciplinary, highly reputable multifamily affordable housing, workforce housing and conventional market-rate Developer, Owner & Builder Very well-respected organization with a strong pipeline and appetite for growth Established reputation for exceeding expectations for their business partners and their residents Innovative, high-profile developments and an unwavering commitment to develop high-quality communities Their affordable/LIHTC developments often feature high-quality design, sustainable materials, and amenities comparable to market-rate properties Known for successful projects in urban infill and transit-oriented development areas Their team encompasses diverse backgrounds in urban development, city government, and community outreach and they have created and maintained valuable alliances with local governments, communities, and industry partners, which enhance every project they complete Earned 20+ Tax Credit awards over a 4-year period Focused in the Southeastern U.S. One of their Development team members shared, “I love working here. I would love to be here forever. If I could stay here forever, I'd be more than happy to. I love the company and the people. It's a fun place to work! Most people come into the office at least four days a week just because they want to - because of our culture and fun work environment and the comradery.” The Opportunity - Portfolio Manager Report directly to the Chief Investment Officer Oversee a LIHTC portfolio of ~50 properties and ~5,000 units (including affordable, workforce and market-rate merchant build) Ensure Property Management team is hitting occupancy, keeping up with collections and rent increases, and meeting/exceeding financial goals Ensure Property Management team is executing the asset plans appropriately and accurately Coordinate the lease-up process (unit acceptance, inspections, startup timing, to conversion) Identify efficiencies in the portfolio Regularly review financials for the properties in the portfolio Represent ownership with Property Management Conduct annual site visits Coordinate monthly reporting to partners and lenders Abundant learning and growth opportunities Additional responsibilities may include: Oversee annual asset plans, cash distributions, and conversions Participate in transactions (LP exits, dispositions, acquisitions) Oversee quarterly REO schedule Responsible for monthly financial reporting to ownership Approve capex expenses that are unbudgeted or over a threshold Conduct annual site visits Review annual audits and tax returns Our Firm - KM Partners KM Partners' national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

The Special Servicing Asset Manager is responsible for managing the Special Servicing of a portfolio of Agency (Fannie Mae) loans, which are in default or considered to be in imminent default. The position requires proactive asset management and timely resolution of the assigned portfolio of distressed CRE mortgage loans. The primary function of the Special Servicer is to manage non-performing loans in accordance with the applicable investor Seller/Servicer Guides. Risk Management's objective is to pursue the best resolution path that maximizes the recovery. Essential Job Functions (Duties/Responsibilities) This position will have the following duties and responsibilities, including but not limited to: Monitor quality and performance of a non-performing loan portfolio through delinquency and other reporting Ability to structure and execute resolution strategies (i.e. Foreclosure, Forbearance, Note Sale, DPO, Loan Modification or Reinstatement) in conjunction with the Investor goals Perform comprehensive analysis of property cash flow, markets, collateral, and valuation while determining possible alternatives for default resolution Work closely with Agency counterparts, in particular Fannie Mae's Special Asset Management (SAM) team to carry out desired resolution strategy Review legal filings for accuracy and completeness Prepare payoff/ reinstatement calculations Prepare quarterly Loan Loss calculations Review property condition assessment (PCA) reports to understand the scope of immediate repairs needed at the collateral property Review property appraisal reports to understand the As-Is and As Stabilized values and impact on loss exposure Understanding of legal contracts, bankruptcy law, foreclosure process, and loan servicing agreements Lead, engage and interact with third parties including attorneys, receivers, management companies, brokers, appraisers, and environmental firms and engineers Conduct Physical Property inspections, as required, in order to evaluate property condition Provide written updates to senior management and investors Present recommendations in a clear and concise manner Request and review documentation supporting servicing advances Will assist the VP/ SVP, Risk Management on ad-hoc projects and requests from Senior Management Will work independently to identify problems and provide solutions to management Qualifications Education: Bachelor's degree in Business, Finance, Real-Estate or a related discipline or equivalent work experience preferred. Experience: 5+ years loan asset management experience with working knowledge of Special Servicing, bankruptcy and loan workouts. Knowledge/Skills/Abilities: Intermediate Microsoft Office Skills Strong analytical, research and reporting skills Strong negotiation and communication (both verbal and written) skills Extremely high attention to detail and accuracy Comfortable interpreting legal documents such as loan agreements Strong organizational, time management, and prioritization skills Ability to work independently and on teams in a fast-paced environment with strict deadlines Travel: 20-25% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

We are seeking an experienced Senior Tax Manager to lead tax engagements, manage staff, and provide high-level guidance for both business and individual clients. This role is ideal for a seasoned public accounting professional with strong technical expertise, proven leadership ability, and a commitment to long-term career growth. What You'll Do Lead and manage business tax engagements, including C corporations, S corporations, and partnerships Oversee individual taxation, including high-net-worth clients and related tax planning Develop and implement tax planning strategies for businesses and high-net-worth individuals Review multi-state and consolidated tax returns Supervise, mentor, and develop staff; ensure high-quality work and consistent professional growth Manage client relationships, provide proactive guidance, and address complex tax issues Contribute to process improvements and support the overall growth of the tax team Must Have 7+ years of experience in public tax accounting Extensive high-net-worth tax experience Demonstrated people management and leadership experience CPA license required Bachelor's degree in Accounting or Finance Nice to Have Experience in construction, manufacturing, or real estate industry taxation Master's in Taxation (MST or equivalent) Background with reputable mid-sized public accounting firms

Join our Team as a Tax Manager About Us: At Geeslin Group, we are more than just accountants - we are trusted partners to our clients and a supportive team to one another. As a local public accounting firm, we value relationships, integrity, and excellence in everything we do. Our firm provides tax, accounting, audit, and advisory services with a focus on personalized attention and long-term client success. What You'll Do: We are seeking a experienced Tax Manager to join our team. This is a key role for someone who brings strong technical tax expertise, the ability to drive team performance, and a desire to coach and develop others. In this role, you will: Manage and review complex tax returns for businesses, individuals, trusts, and nonprofits. Provide proactive tax planning strategies that help clients achieve savings and stay compliant. Mentor and develop staff, serving as both a coach and role model. Build strong, trusted relationships with clients by serving as a reliable advisor. Stay current on tax law changes and communicate insights to clients and team members. Partner with firm leadership to drive team success and enhance the client experience. What We're Looking For: CPA certification (required). Minimum of 5 years tax experience in public accounting. Demonstrated leadership and supervisory experience. Strong technical knowledge, attention to detail, and problem-solving ability. Excellent communication skills and a relationship-driven mindset. Ability to manage multiple priorities while meeting deadlines with accuracy. What We Offer: A collaborative, people-first culture where you can grow and lead. Competitive compensation and comprehensive benefits package. Opportunities for professional development. Flexibility and respect for work-life balance. The chance to contribute to a firm where your expertise and relationships make a difference. Join Us If you are a motivated professional with solid tax expertise, a passion for leading and desire to make an impact on our clients success, we invite you to explore this opportunity with us. While we are open to offering a hybrid work arrangement, this may not be available until the onboarding period has been completed, which may last approximately 6 months. We encourage a minimum of 3 days in-office and candidates should live within a reasonable commuting distance. To learn more about Geeslin Group LLC visit **************************

Management Professionals - Don't pass up this opportunity for a great new career with a superior staffing company. We are currently seeking a Branch Manager to help us maintain our commitment to excellence as we continue to grow. If you want to work with a thriving company and have the drive to succeed, we want to talk to you! As Branch Manager, you will oversee the day-to-day operations and sales of the branch while creating a positive working environment for our staff, customers, temporary employees, and applicants. Key responsibilities include: Managing, motivating, training, and providing ongoing development to internal staff Meeting or exceeding branch goals through the development and execution of a business plan Sales generation, development of leads and business development for an assigned regional area through social networking, cold calling, and telemarketing. Cross-selling into other markets, as directed by clients, is highly encouraged and is commissioned accordingly. Qualify potential new business within the territory and negotiate pricing and payment terms in line with corporate guidelines. Sales planning and relationship-building with internal and external customers Creating and maintaining a recruiting plan using various media and resources Managing branch P&L, including sales and operations reporting Supporting daily operations, including recruiting, interviews, onboarding, and ATS updates Ensuring compliance with all regulatory and hiring processes Thrive in a fast-paced, dynamic work environment with shifting priorities Requirements: Minimum 2 years of managerial experience with profit/loss and B2B sales responsibilities Energetic, self-starter with a proven track record of achieving and exceeding goals Experience in recruiting, HR, or customer service preferred Excellent oral and written communication skills Strong problem-solving, organizational, and prioritizing abilities Professional conduct in all situations Intermediate computer proficiency, including Microsoft Word and Excel Ability to learn and use staffing and recruiting and sales software What We Offer: Base salary plus commission Affordable healthcare plans 100% company-paid vision coverage 50% company-paid dental (including orthodontic options) 401(k) with 5% company match Flexible FTO with sick leave Gym membership Personalized training, structured onboarding, and career development programs Career Development and advancement opportunities About The Reserves Network: The Reserves Network is a leading provider of Staffing Services in the Office, Industrial, Professional, Technical, and Healthcare markets. Founded in 1984, we operate in 40 states and continue to grow year over year. We are proud recipients of the Best of Staffing award for both Client and Talent satisfaction and are recognized as one of the largest staffing firms by Staffing Industry Analysts. As an equal opportunity employer, we value diversity and foster a culture of respect, integrity, and trust. However you identify and whatever your background, we encourage you to apply today-or download our mobile app to receive and accept real-time job notifications.

Our company culture is built upon YKK's philosophy called the CYCLE OF GOODNESS™. We believe that providing value and being fair to our customers and our employees is what makes us a successful company in return. Guided by our core values and fundamental behaviors, we strive to foster a caring company, committed employees and challenging work that benefits our employees, customers, and communities. We offer competitive compensation packages, training and advancement opportunities. YKK AP America provides employees with a comprehensive benefits package designed to provide the security they need to enjoy life at home and at work. By providing a high level of benefit coverage at a reasonable cost to the employee, we hope to foster a long and productive employment relationship. Position Summary The Product Portfolio Manager serves as a strategic individual contributor responsible for driving the overall strategy, positioning, and lifecycle management of YKK AP's residential window and door product lines. This role leverages market intelligence, business acumen, and cross-functional collaboration to ensure products align with customer needs, industry trends, and organizational objectives. The Product Portfolio Manager applies independent judgment to shape product direction, influence key business decisions, and develop strategies that enhance market competitiveness and profitability. Essential Functions and Key Responsibilities Develop and influence product strategy in partnership with sales and manufacturing leadership by applying independent judgment and market expertise to define the residential window and door product line roadmap. Analyze and interpret market intelligence (including Voice of Customer and competitor data) to identify opportunities for product innovation, improvement, and differentiation. Lead the creation of comprehensive business cases for new products and lifecycle management, incorporating financial analysis, market justification, and cross-functional input to support executive decision-making. Collaborate strategically with sales and marketing communications to shape product positioning, messaging, and supporting materials that align with business objectives and market demands. Monitor and evaluate market dynamics, competitive landscape, and customer trends to proactively recommend strategic adjustments to product and marketing initiatives. Serve as a subject matter expert for new product development by defining market requirements, validating concepts, and supporting successful commercialization activities. Design and deliver training content and communication materials to ensure sales teams are equipped with the knowledge and tools necessary to promote new or updated products effectively. Perform other strategic or analytical duties as assigned in support of the company's growth and profitability Education and Experience Bachelor's degree in marketing, business, engineering, or a related field required; a combination of education, training, and experience that provides the required knowledge and skills will be considered. 3-6 years of experience in product management, product marketing, or a related strategic role within the residential window, door, or building materials industry. Strong understanding of dealer and builder channels and their influence on product adoption, sales, and market growth. Proven ability to interpret market insights and translate them into effective product strategies and recommendations. Skilled collaborator who works independently while partnering across sales, marketing communications, and product development. Strategic and analytical thinker with excellent communication and presentation skills. Proficient in Microsoft Office and familiar with tools for product lifecycle management, pricing analysis, or market research. Able to travel up to 25%. Recruiter Contact: ASHLEY LITTLE ********************** YKK AP America Inc. is an Equal Opportunity Employer committed to an inclusive workforce. YKK AP America Inc. will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants. YKK AP America Inc. participates in the E-Verify program as required by law. Learn more about the E-Verify program (Opens in a new window). YKK AP America Inc. is committed to working with and providing reasonable accommodations to job applicants with physical or mental disabilities. Applicants with a disability who require a reasonable accommodation for any part of the application or hiring process can follow the process outlined below when applying for a position: Provide your name and contact information to YKK AP America Inc.'s Accommodations team at accommodationrequest@ykkap.com. Your request will be responded to as soon as possible. Reasonable accommodations will be determined on a case-by-case basis in compliance with federal and state law. Employment with YKK AP America Inc. is conditioned upon successfully completing a criminal background check, and a negative drug test for the presence of illegal drugs post-offer, consistent with state and federal law. For candidates applying for positions in the state of California YKK AP America Inc. will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act, San Diego County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and any other state of federal law as required. You do not need to disclose your criminal history or participate in a criminal background check until a conditional job offer is made to you. After making a conditional offer and running a criminal background check, if YKK AP America Inc. is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Notice on Recruitment Fraud At YKK AP America Inc., we do not ask for personal financial information during telephone, in-person or video interviews nor do we charge job seekers fees as part of the recruitment process. YKK AP America Inc.'s recruiting correspondence will be sent by a recruiting representative with @ykkap.com email address and not @gmail.com, @yahoo.com, @hotmail.com or any other email domain service. If you have concerns related to this issue, consider the following actions: 1) Place a freeze on your credit reports: ************************************************************** 2) file a complaint with the U.S. Federal Trade Commission: *************************************** and/or 3) file a report with your local law enforcement agency immediately.

Status: Full-Time Employee Education: Bachelor's degree in business, economics, finance, or related field. MBA and/or CFA strongly preferred Required Skills: See description Silvercrest Asset Management Group is a registered investment advisor that provides asset management and family office services to families and select institutional investors. Silvercrest currently advises on $33 billion for a clientele comprised primarily of families, endowments, foundations, and other institutional investors. Job Objective: The portfolio manager will create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients' overall investment objectives. A Portfolio Manager will have experience in the financial services or investment sectors and will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses. Responsibilities: * Manage assets for ultra-high net worth investors, family offices, endowments & other institutions * Invest across a broad range of asset classes, managing risk exposures and actively trading the portfolios * Manage cash balances, structuring needs, and tax filing & payment for the clients * Create a succession plan to provide longevity to current senior portfolio managers' clients * Enhance and provide additional depth to existing client relationships * Develop trusting relationships with the next generation of Silvercrest clients * Prospect for new business to build a book of private & institutional clients utilizing a global network * Aid in centralizing the Portfolio Management team * Organize all investment team updates to the portfolio management team * Conceptualize and implement a formal process for constructive collaboration between portfolio management teams * Centrally prioritize and resolve team-wide issues * Demonstrate an in-depth knowledge of Silvercrest's investment strategies and model mechanics by making complete and thorough recommendations for existing client portfolios proactively based on ongoing monitoring as well as reactively. Required Experience and Skills: * Minimum 10 years experience as a Portfolio Manager at an asset management firm with a strong, fundamental research background. * Demonstrated record of generating and marketing attractive equity portfolio returns for clients. * Proven success across multiple sectors with respect to fundamental research analysis, independent decision making, and analyst leadership. * Excellent written and oral marketing and communication skills. * Self-starter with an entrepreneurial mindset who can retain and generate new business. * Ability to work in a collegial, team-oriented environment focused on growing AUM by working with clients to meet their investment objectives. * Detailed understanding of capital markets. * Highly organized and detail-oriented. Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! * Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures * Completes industry research, as needed, supporting existing and new Customers to the Bank * Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. * Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) * Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank * Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures * Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing * Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank * Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review • Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) * Undertakes special projects related to job function as determined by Credit Administration Leadership * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank * Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. * Stays abreast of products and services the Bank is providing. * Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Excellent interpersonal skills * Proficient in Microsoft Excel and Word * Strong organization skills * High attention to detail * Cooperative and willing to assist coworkers and customers on a regular basis * Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others * Possesses multi-tasking skills and be able to function well under pressure * Ability to remain composed under pressure and respond to customer and coworker concerns regularly * Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience * Experience: Minimum of 2-4 years' experience in credit analysis, commercial banking, business banking and/or portfolio management. Familiarity with loan structuring and loan documentation is preferred. * Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. WORK ENVIRONMENT Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed.SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service. Equal Opportunity Employer, including disabled/veterans.

Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager 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 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

Client bank in Atlanta needs credit analyst or portfolio manager with formal credit training and at least 3 years of underwriting experience to manage a large portfolio of commercial loans, underwrite new deals, perform annual reviews, renewals, etc. Junior and senior level positions available. Salaries range from $65k to $100k. Fantastic work environment, ongoing training and opportunity for advancement and career growth.

Job Description The Major Accounts Portfolio Manager at Kapitus is responsible for the ongoing management and performance of a portfolio of funded merchant accounts. This role serves as the primary steward of account health throughout the entire contract lifecycle-leveraging internal tools, cross-functional resources, and client engagement strategies to ensure maximum portfolio return. The Major Accounts Portfolio Manager will actively monitor payment compliance, execute renewal assessments, apply payment optimization tools, manage special asset situations, and lead foreclosure or legal escalation activity when necessary. The ideal candidate has strong financial acumen, relationship-management skills, problem-solving ability, and understands how to balance risk mitigation with revenue opportunities. What you will do: Portfolio Oversight & Payment Performance Monitor daily, weekly, and monthly payment activity across assigned funded accounts to ensure contractual compliance. Identify payment risk trends and proactively engage merchants to resolve delinquencies or barriers to repayment. Utilize company-approved payment assistance tools (payment reduction programs, re-aging, work-outs, etc.) to maintain eligibility and enhance recovery outcomes. Client Relationship Management Serve as the primary point of contact for merchants within the major accounts portfolio. Conduct strategic touchpoints with merchants to understand business health, revenue changes, capital needs, and performance drivers. Educate merchants on available Kapitus programs, tools, and renewal opportunities. Revenue & Renewal Strategy Evaluate accounts for potential renewals or upsell opportunities based on payment performance and business need. Partner with Sales/Originations teams to hand off qualified renewal opportunities. Track and forecast renewal pipeline activity. Special Asset / Workout Management Lead work-out strategies for distressed accounts, applying structured repayment and compliance solutions. Initiate and manage foreclosure activity in accordance with company policy when applicable. Collaborate with internal legal and external counsel to monitor litigation status and enforce repayment terms. Cross-Functional Leadership Act as the captain of internal resource coordination for each account, ensuring efforts across teams (Legal, Collections, Underwriting, Sales) align to maximize lifecycle return. Maintain accurate records, account notes, risk ratings, and portfolio analytics. Provide reporting on portfolio trends, performance metrics, and escalated accounts. What we are looking for: Required 3+ years of experience in portfolio management, merchant financing, asset management, commercial lending, or related financial services role. Strong ability to analyze financial statements, cash flow trends, and payment behaviors. Exceptional communication and relationship-building skills with external clients and internal stakeholders. Proficient problem-solving and conflict-resolution skills. Ability to manage multiple priorities while maintaining high attention to detail. Preferred Experience in alternative lending, MCA, leasing, or commercial credit. Familiarity with legal processes related to collections, foreclosure, and contract enforcement. Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $63,500-$101,900 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience. Annual Incentive Compensation Eligibility - Up to 10% annually Health Insurance:We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance , ensuring our employees have comprehensive protection without any personal expense. Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. Paid Time Off and Sick Time Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Finance at TRACTIAN The Finance team at TRACTIAN is responsible for managing the company's financial health and ensuring sustainable growth. This team oversees financial planning, budgeting, forecasting, and analysis, ensuring that all departments have the resources they need to operate efficiently. They also manage financial reporting and compliance, working closely with other departments to ensure alignment with the company's strategic goals. Finance is key to driving profitability, managing cash flow, and ensuring that TRACTIAN maintains a healthy financial foundation as it scales. What you'll do As a Senior Investor Relations Analyst, you will manage investor communication, develop presentations for senior management and the board, and provide strategic insights into company performance. You will play a critical role in fostering strong relationships with investors and analysts, ensuring messaging is clear, consistent, and aligned with the company's vision. The ideal candidate will have exceptional financial acumen, strong analytical and communication skills, and experience presenting complex financial and strategic information to high-level stakeholders.Responsibilities Develop and deliver impactful presentations for the board, senior management, and investors, ensuring clarity and precision. Monitor financial performance and market trends to provide insights that shape investor communications. Prepare investor reports, quarterly updates, and other materials to maintain transparency and engagement. Build and maintain strong relationships with key investors, analysts, and external stakeholders. Drive strategic messaging and positioning to align investor communications with company goals and performance. Requirements 3+ years of experience in Investor Relations, Corporate Communications, consulting, or strategic advisory roles. Advanced proficiency in PowerPoint and Excel, with expertise in creating detailed presentations and conducting financial analysis. Proven experience preparing high-quality presentations for board members and senior executives. Strong knowledge of financial statements, market trends, and valuation metrics. Exceptional written and verbal communication skills, with the ability to distill complex financial concepts for diverse audiences. Proficiency in Spanish or Portuguese is a plus. High attention to detail and a proven ability to perform under tight deadlines. Compensation Competitive SalaryPremium Medical, Dental, and Vision CoveragePaid Time Off (PTO): 15 Days 401(k) Retirement PlanLanguage Learning Opportunities - Take advantage of optional, fully funded Portuguese or Spanish courses to enhance your skills and global reach.Gympass Membership - Access a wide range of gyms and training programs.Sports Incentive - Receive a monthly bonus when you regularly participate in physical activities.Long-Term Benefit - After four years of service, earn a fully funded trip anywhere in the world.

The Senior Analyst - Investment Management will assist the Asset Management team with various functions including the preparation of budgets and rate plans, financial modeling, lender reporting, appraisal review, tax research, ad hoc analyses with varying levels of complexity, and supporting transactions including refinances, recapitalizations, and dispositions. Reports to: Associate Vice President - Asset Management Direct Reports: None Duties/Responsibilities: The duties listed below are an outline of the role's responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed. Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors Prepare and review weekly leasing updates for distribution to equity partners Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting Assist the Asset Management team in the preparation of quarterly investor reporting Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects Travel to markets with Asset Managers to gain insight into market trends and property operations Education & Experience 2-3 years of Commercial Real Estate experience is preferred. Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter. Preferred Knowledge, Skills, & Abilities. Attention to detail and ability to handle multiple simultaneous projects. Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model. Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required. Strong analytical and research capabilities with outstanding organization skills. Excellent interpersonal, written and verbal communication skills. Multifamily/Student Housing experience preferred but not required. Work Environment The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low. Travel: 10% 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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business. #LI-LF1 Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager will have the following duties and responsibilities, including but not limited to: Prepare quarterly reports, valuations and risk ratings. Perform financial analysis of properties including operating statements, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, lease analysis, appraisal and engineering report reviews, etc. Assess loan risk within the portfolio and make recommendations to senior management to mitigate the risk. Perform quarterly property level valuations in order to value the asset. Conduct market research to determine various factors impacting property level performance. Oversee borrower implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, REO properties and preferred equity positions. Work closely with senior management in analyzing strategies for workouts, foreclosures, acquisitions and dispositions. Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes, and coordinate with borrower and respective staff to ensure the loans remain in compliance. Monitor capital improvement projects to ensure timely completion within budgets. Additional loan servicing and reporting as needed. Qualifications Education: Bachelor's degree in Finance, Real Estate and/or Accounting. Experience: A minimum of 4-6 years of experience in Real Estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets and Asset Management. Knowledge/Skills/Abilities: A strong knowledge of real estate markets with a particular emphasis on multifamily. Excellent project management, leadership and organizational skills. The ability to “think outside the box”. The ability to gather property and market data, analyze that data, and make proposals to senior management in a clear and concise manner. Travel: up to 10% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager 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 * 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

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager Team Lead position manages a team of Commercial Portfolio Managers. In addition to leadership and management of a Commercial Portfolio Management team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects. ESSENTIAL FUNCTIONS The primary functions of the Portfolio Manager Team Lead include: * Manages and leads team of Portfolio Managers. These responsibilities include training, coaching and developing teammates. * Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority. * Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures * Completes industry research, as needed, supporting existing and new Customers to the Bank * Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. * Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) * Guides the loan request through the Credit Approval Process and ensures that structure meets the needs of the client and the operating objectives of the Bank * Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures * Monitors and services the large commercial loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing * Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank * Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review * Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) * Undertakes special projects related to job function as determined by Credit Administration Leadership * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank * Works with Relationship Manager, Credit Officers and Loan Assistant to minimize past due loans. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. * Stays abreast of products and services the Bank is providing. * Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Excellent interpersonal skills * Proficient in Microsoft Excel and Word * Strong organization skills * High attention to detail * Cooperative and willing to assist coworkers and customers on a regular basis * Effective listening skills demonstrated by the ability to listen to others talk (without interruption), * understand them, and then propose solutions or make contributions based on the points made by others * Possesses multi-tasking skills and be able to function well under pressure * Ability to remain composed under pressure and respond to customer and coworker concerns regularly * Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience * Experience: Minimum of five years of experience in commercial banking, business banking and/or portfolio management. Prior management experience is strongly preferred. * Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. Equal Opportunity Employer, including disabled/veterans.