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Portfolio manager jobs in Mississippi - 72 jobs

  • Credit Products Commercial Portfolio Manager

    Regions Bank 4.1company rating

    Portfolio manager job in Jackson, MS

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. Primary Responsibilities Executes on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated Ensures all credit process metrics are within prescribed tolerances Accountable for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects Approves interim new money requests for relationships managed up to a defined limit This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor's degree in Finance, Accounting or related field Five (5) years' experience in commercial underwriting Subject Matter Expert level understanding of accounting and finance, financial statement and cash flow analysis Preferences Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience) Skills and Competencies Ability to work collaboratively with multiple stakeholders Strong analytical and problem solving skills Strong verbal and written communication skills Well organized, detail-oriented, and ability to multi-task Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $99,111.87 USD Median: $118,251.00 USD Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** Location DetailsRidgeland MS LOBLocation:Ridgeland, Mississippi Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $99.1k-118.3k yearly Auto-Apply 60d+ ago
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  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Jackson, MS

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $47k-67k yearly est. 60d+ ago
  • Manager, Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Jackson, MS

    Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking a Manager, Asset Management to join our Digital Nexus technology organization. This is a hybrid work opportunity. Responsibilities: * Manage day-to-day processes and procedures to support ongoing operations of ITAM Asset Management; act in the capacity of a subject matter expert to support ongoing IT Asset Management projects; accountable for implementation of continuous process improvements * Partner with IT Asset Owners to ensure Asset information is kept accurate and up to date throughout the lifecycle; research and manage implementation of business requirements and features as requested by business units * Maintain and publish Asset metrics, create custom reports based on ITAM discovery knowledge and requestor specifications; provide ITAM Asset Management training * Manage operational workload and priorities and ensure alignment with business needs; ensure issues are prioritized and managed for timely resolution * Collaborate with Asset Owners to ensure Hardware Assets are re-harvested efficiently; collaborate with offshore resources to ensure Discovery supports the needs of ongoing operations * Develop and implement a SAM communications plan; utilize the Flexera Network Management Platform (FNMP) software asset management tool; perform internal software audits to ensure software license compliance standards are being met * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum five years of recent in-depth use and understanding of IT Asset management lifecycle processes and tools * Bachelor's degree from an accredited college or university is preferred; Industry Certifications preferred: ITIL V3, IAITAM Certifications (including: CHAMP, CSAM, or CITAM), PMP, Lean Six Sigma * Experience with ServiceNow and Discovery technologies; strong project management experience with small and large projects, in a cross-functional environment * Strong verbal/written communication, with ability to effectively interact with individuals at all levels of responsibility and authority; able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork * Solid trouble-shooting and organizational skills and ability to work on multiple projects simultaneously; ability to participate in resource planning processes based on defined organizational plans * Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $53k-74k yearly est. 8d ago
  • Audit Manager

    BMSS, LLC

    Portfolio manager job in Ridgeland, MS

    Job Description Who We Are At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a people-first, relationship-driven team rooted in integrity, collaboration, and community. Founded in Birmingham, AL in 1991, BMSS has grown to seven thriving locations across Alabama and Mississippi-where we're proud to serve our client base with local heart and national reach. We're known for our family-friendly culture, commitment to mentorship and life-work balance, and deep roots in the communities we serve. In fact, Accounting Today has recognized us as one of the best accounting firms to work for the last 13 years in a row. Whether it's volunteering locally or mentoring the next generation of CPAs, we show up-with expertise, empathy, and heart. The Opportunity We're seeking an experienced and client-focused Audit Manager to join our Assurance team. In this role, you'll oversee and execute financial statement audits, guide and mentor junior team members, and build lasting relationships with clients across a variety of industries. If you thrive in a collaborative, high-performance environment and are passionate about quality assurance, client service, and developing others, this is a great opportunity to advance your career at a firm that prioritizes life-work balance and growth. What You'll Do Lead and manage external and internal audit engagements for a diverse client portfolio Oversee engagement planning, execution, and delivery with attention to technical accuracy and client expectations Provide day-to-day guidance, coaching, and mentorship to junior and senior staff Cultivate meaningful client relationships built on trust, responsiveness, and proactive communication Maintain up-to-date knowledge of auditing standards, industry trends, and regulatory changes Foster internal collaboration and support firm-wide initiatives and values Ensure compliance with firm policies and quality control procedures What We're Looking For Bachelor's degree in accounting from an accredited college/university (CPA strongly preferred) MBA or MAcc is a plus but not required Minimum of 8 years of progressive experience in assurance Experience across a variety of industries preferred Exceptional verbal and written communication skills Strong leadership capabilities and ability to build team morale Located near a BMSS office (Hoover, Downtown Birmingham, Gadsden, Huntsville, Mobile, or Ridgeland) Why Join BMSS Meaningful work that impacts businesses and communities Supportive culture centered on professional development, mentorship, and life-work balance Flexibility and autonomy to thrive personally and professionally Opportunities to collaborate with respected leaders and industry experts Clear, structured career path with opportunities for growth What We Offer Competitive salary and bonuses Company-paid Medical, Dental & Vision insurance 401(k) plan with company match Generous PTO, paid holidays, and volunteer days Flexible hours and hybrid work options Exceptional training and leadership development programs
    $110k-176k yearly est. 28d ago
  • Audit Manager

    Bmss

    Portfolio manager job in Ridgeland, MS

    Who We Are At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a people-first, relationship-driven team rooted in integrity, collaboration, and community. Founded in Birmingham, AL in 1991, BMSS has grown to seven thriving locations across Alabama and Mississippi-where we're proud to serve our client base with local heart and national reach. We're known for our family-friendly culture, commitment to mentorship and life-work balance, and deep roots in the communities we serve. In fact, Accounting Today has recognized us as one of the best accounting firms to work for the last 13 years in a row. Whether it's volunteering locally or mentoring the next generation of CPAs, we show up-with expertise, empathy, and heart. The Opportunity We're seeking an experienced and client-focused Audit Manager to join our Assurance team. In this role, you'll oversee and execute financial statement audits, guide and mentor junior team members, and build lasting relationships with clients across a variety of industries. If you thrive in a collaborative, high-performance environment and are passionate about quality assurance, client service, and developing others, this is a great opportunity to advance your career at a firm that prioritizes life-work balance and growth. What You'll Do Lead and manage external and internal audit engagements for a diverse client portfolio Oversee engagement planning, execution, and delivery with attention to technical accuracy and client expectations Provide day-to-day guidance, coaching, and mentorship to junior and senior staff Cultivate meaningful client relationships built on trust, responsiveness, and proactive communication Maintain up-to-date knowledge of auditing standards, industry trends, and regulatory changes Foster internal collaboration and support firm-wide initiatives and values Ensure compliance with firm policies and quality control procedures What We're Looking For Bachelor's degree in accounting from an accredited college/university (CPA strongly preferred) MBA or MAcc is a plus but not required Minimum of 8 years of progressive experience in assurance Experience across a variety of industries preferred Exceptional verbal and written communication skills Strong leadership capabilities and ability to build team morale Located near a BMSS office (Hoover, Downtown Birmingham, Gadsden, Huntsville, Mobile, or Ridgeland) Why Join BMSS Meaningful work that impacts businesses and communities Supportive culture centered on professional development, mentorship, and life-work balance Flexibility and autonomy to thrive personally and professionally Opportunities to collaborate with respected leaders and industry experts Clear, structured career path with opportunities for growth What We Offer Competitive salary and bonuses Company-paid Medical, Dental & Vision insurance 401(k) plan with company match Generous PTO, paid holidays, and volunteer days Flexible hours and hybrid work options Exceptional training and leadership development programs
    $110k-176k yearly est. 28d ago
  • Reporting Manager

    Hope CU

    Portfolio manager job in Mississippi

    HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Since 1994, these efforts have benefited more than three million people in Alabama, Arkansas, Louisiana, Mississippi and Tennessee, and influenced billions in persistent poverty communities across the nation. Learn more at *********************** . Title: Manager of Operational Reporting Department: Decision Science and Insights Reports To: Senior Vice President, Decision Science and Insights Supervises: Business Analysts Job Classification: Exempt, Full-time Remote: The Manager of Operational Reporting oversees a team of business analysts, ensuring the delivery of accurate and timely data insights to support organizational decision-making. The Manager of Operational Reporting will provide oversight to senior, executive, and departmental key stakeholders regarding data-centric activities, tools, and technologies to help solve HOPE use cases with data-driven decisions. This position is in the Jackson MS corporate office or available via telecommute within our five-state footprint, including MS, LA, AR, AL, and TN. Occasional travel to the corporate office in Jackson, MS for in-person team meetings is required. Responsibilities Becomes a subject matter expert regarding HOPE data systems and business processes, workflows, data collection, and system connection points Recruits and manages a team of data analysts, acting as a coach and mentor offering expertise in best practices for data management, data quality, and data analytics Stewards, manages, and assigns Decision Science projects and adhoc requests via the Decision Science ticketing system Oversees timely and accurate submission of required data reporting to internal and external stakeholders, including the HOPE board of directors, business units, regulators and auditors and investors Collaborates with technology leaders, business partners, and peer groups to align data roadmap design and strategy and evaluate new technologies and tools Partners with the HOPE Information Technology department to ensure proactive monitoring and timely upgrades are performed Creates and builds dashboards and automated reporting solutions to address unique HOPE business cases and challenges Assists in data migration, conversion, and data validation activities for new software/system implementations Ensures data loads occur without incident or impact to reporting and downstream systems Ensures product/departmental milestones and goals are met Creates training materials, documentation and/or technical writing regarding reporting and other informative data practices Manages subordinate staff in their day-to-day performance with full authority of personnel actions Performs administrative and managerial duties such as timekeeping and monitoring, capacity planning, and performance management Performs other duties as assigned Qualifications: Required: Bachelor's degree (or higher) in Statistics, Data Science, Computer Science, Engineering Applied mathematics, or related discipline; graduate degree in Data Science or other quantitative field is preferred Minimum of 6 years of experience with data management, data architecture, data quality, data governance, and/or data engineering (i.e., compliance reporting, systems, data base designer, etc.) Preferred Qualifications Graduate degree in Data Science, Applied Mathematics, or another quantitative discipline. Experience working with advanced data analytics tools, cloud platforms, or enterprise-level data systems. Strong background in designing and implementing data governance frameworks or scalable data solutions Key Competencies & Skills: Decision Making- Drawing correct and realistic conclusions and making timely decisions based on available information. Leadership- Achieving results through people by successful objective setting, performance review, motivation, delegation, teambuilding, commitment gains, and empowerment Organizational awareness- Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization. People Development & Leadership - Having the ability to assess skill strengths and weaknesses of individuals and teams in order to determine what actions are appropriate to build and/or improve the needed skills. Achieving results through people by successful objective setting, performance review, motivation, delegation, teambuilding, commitment gains, and empowerment. Results Orientation - Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations and being ready to take action and show tenacity in case of obstacles or resistance. Strategic Thinking & Accountability - Understands and processes complex information and exercises sound judgment, considering the situation, the issues, the key players, and the levels of authority involved. Proposes courses of action that further the objectives, priorities, and vision of the organization. Accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization Proven work experience with managing teams or work experience as a data manager Strong demonstrated interpersonal and communication skills; able to build relationships and garner trust with stakeholders in a short period of time to drive adoption of data science capabilities Strong organization and process-focused Adept in using visual collaboration and diagramming platforms e.g. as Miro, Visio, Sketch, etc. Possess strong business acumen with the ability to interact professionally with a diverse group Ability to manage multiple projects, tasks, and stakeholders simultaneously Work Environment: Employee spends most of the time in office environment, accessible to the public, members, and potential members Noise level in the work environment is usually moderate Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Comprehensive Benefits Package: Paid Vacation and Sick Time 11 Paid Holidays 401(k) with Company Match Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) Disability Benefits Life Insurance, Critical Illness, Accident Employee Assistance Program (EAP) Tuition Reimbursement, Professional Development Hope Enterprise Corporation does not participate in or engage in any form of visa sponsorship, including employment-based visa applications or extensions (e.g., H-1B, TN, O-1, OPT, STEM OPT, etc.). Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
    $79k-108k yearly est. 60d+ ago
  • Manager - Risk Management

    American Express 4.8company rating

    Portfolio manager job in Jackson, MS

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex. The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise. **Responsibilities:** + Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch + Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts + Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off + Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance + Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics. **Minimum Qualifications:** + Learning agility and rigor for using analysis to solve complex business problems + Deep understanding of card economics + Comfort and proven ability to drive results under tight timelines, often with limited information + Effective and succinct communication, adjusting style for channel and audience + Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies + Strong project management skills with ability to manage multiple competing priorities + Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required **Preferred Qualifications:** + Expertise in credit risk management, consumer credit, and card/installment lending economics + Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior + Familiar and pays attention to external/industry development in the payments industry + Adaptability in a quickly changing environment + Advance degree in an analytical field is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25019902
    $89.3k-150.3k yearly 60d+ ago
  • Manager, Auditing and Monitoring

    Cardinal Health 4.4company rating

    Portfolio manager job in Jackson, MS

    What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions. Job Summary Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution. Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits. Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business. Responsibilities + Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements. + Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team. + Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate. + Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends. + Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements. + Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records. + Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices. + Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures. + Plans and conducts regular compliance training for Revenue Cycle team members, as needed. + Provides feedback and training for staff regarding potential claim deficiencies + Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements. + Supports the overall workplan of the Compliance Department. + Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management. + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved. + Other duties as assigned. Qualifications + 8-12 years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred. + Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business + 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred. + Related work experience with Brightree, preferred. + Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards. + Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation. + Strong attention to detail with an emphasis on organizational and analytical skills. + Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties. + Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership. + Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities. + Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment. + Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently. + Strong communication and presentation skills. + Proficiency in MS Word, Excel, PowerPoint, and Outlook. What is expected of you and others at this level + Manages department operations and supervises professional employees, front line supervisors and/or business support staff. + Participates in the development of policies and procedures to achieve specific goals. + Ensure employees operate within guidelines. + Decisions have impact on work processes, and outcomes. + Ability to work in a team environment with the ability to handle multiple audits at once. + Knowledge of claim lifecycles and revenue cycle management. + Knowledge of CMS Local Coverage Determination policies, and various payor requirements. + Professional auditing experience. + Exceptional Customer Service Skills. + Proven interpersonal communication skills. + Excellent time management, personal integrity and ability to maintain confidentiality **Anticipated salary range:** $105,500-$150,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. - Medical, dental and vision coverage - Paid time off - Health savings account (HSA) - 401k savings plan - Access to wages before pay day with my FlexPay - Flexible spending accounts (FSAs) - Short- and long-term disability coverage - Work-Life resources - Paid parental leave - Healthy lifestyle programs **Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $105.5k-150.1k yearly 4d ago
  • Branch Manager

    Mississippi Title Loans

    Portfolio manager job in Mississippi

    Job Scope: Produces consistent customer and financial growth through effective lending, sales, and collection practices. Continue your career in the consumer finance industry with an industry leader. We give you the skills and experience needed to begin a solid professional career in the Title, Payday and Signature Loan industry. The role of Branch Manager is to lead a small team of lending professionals to deliver company expectations with a focus on customer retention and coworker development. Our Branch Managers are the ambassadors of our business and culture and provide our customers with the best products and services to meet their individual financial needs. We are seeking driven individuals ready to move to the next level in their careers. Why should you work with us? Move your career to an industry leader where you will receive best-in-class training. Real opportunities to advance to next level. Work with a team of professionals who will ensure your success. Competitive wages with real advancement opportunities Majority company paid Health, Dental and Vision Bonus paid monthly. 401k Program Company Paid - Life and Disability Insurance 2 Weeks paid Vacation, 5 paid Holidays, 2 PTO and 5 Sick days 40hr Work Week - Monday thru Saturday Every Sunday Off $16.19 to $16.94/Hr Monthly Bonus Preferred Qualities and Experience: 1- 3+ years as a Team Lead or Manager in Title, Payday lending 1-3+ years Customer Service, Sales, or Collections experience Teamwork mentality developed through team sports. Some college or military experience Passion for Winning Minimum Required Education and Qualifications: High School Diploma or equivalent Must be able to work 40 hours per week, including Saturdays. Satisfactory completion of pre-employment screenings Reliable form of personal transportation and valid Driver's License The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of responsibilities, duties and skills required.
    $16.2-16.9 hourly Auto-Apply 52d ago
  • Financial Manager (Deputy Controller)

    Department of Justice

    Portfolio manager job in Yazoo City, MS

    Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Overview Help Accepting applications Open & closing dates 01/14/2026 to 02/05/2026 Salary $124,531 to - $161,889 per year Pay scale & grade GS 14 Locations 1 vacancy in the following locations: Aliceville, AL Maxwell AFB, AL Talladega, AL Forrest City, AR Show morefewer locations (45) Phoenix, AZ Safford, AZ Atwater, CA Lompoc, CA Victorville, CA Littleton, CO Washington, DC Coleman, FL Marianna, FL Miami, FL Tallahassee, FL Atlanta, GA Jesup, GA Greenville, IL Marion, IL Pekin, IL Terre Haute, IN Leavenworth, KS Ashland, KY Lexington, KY Manchester, KY Oakdale, LA Pollock, LA Cumberland, MD Milan, MI Sandstone, MN Waseca, MN Yazoo City, MS Butner Federal Correctional Complex, NC Fort Dix, NJ El Reno, OK Gregg Township, PA Loretto, PA Minersville, PA Edgefield, SC Salters, SC Bastrop, TX Beaumont, TX Bryan, TX La Tuna, TX Seagoville, TX Texarkana, TX Beaver, WV Bruceton Mills, WV Glenville, WV Remote job No Telework eligible No Travel Required 25% or less - Travel may be required for training and/or work related issues. Relocation expenses reimbursed Yes-Reimbursement is authorized for travel and transportation for this position. Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential 14 Job family (Series) * 0505 Financial Management Supervisory status Yes Security clearance Other Drug test Yes Bargaining unit status No Announcement number N-2026-0040 Control number 854443500 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Clarification from the agency * BOP Employees nationwide • DOJ Surplus and Displaced (CTAP) Employees in the local commuting area. • Division: Financial Management Branch, Federal Prison Industries, Washington, DC • Duty Location: Various Approved FPI Locations. Full list below in Agency Benefits Section. Duties Help The incumbent serves as the Deputy to the Controller and is considered the technical advisor on financial and business matters which affect the policy and direction of the Corporation as a whole. Advises and provides the Controller and Deputy Assistant Director with appropriate information required to achieve an effective operations program. Regularly Participates in discussions concerning planning, policy and decision-making for all corporate activities. Advises and makes recommendations to the UNICOR Business Managers and Accountants pertaining to financial inventory management activities of their respective industrial operations. Formulates and recommends to the Controller supplemental operating instructions over and above the general procedures outlined in the Corporate Policy and Procedures Manual to accommodate those activities peculiar to these separate divisions. Requirements Help Conditions of employment * U.S. Citizenship is Required. * See Special Conditions of Employment Section. Career Transition Programs (CTAP): These programs apply to Federal and/or DOJ employees who meet the definition of surplus or displaced from a position in the competitive service. To receive selection priority for this position, you must: * 1. Meet CTAP eligibility criteria; * 2. Be rated well-qualified for the position with a score of 85 or above based on scoring at least half of the total possible points for the vacancy KSAs or competencies; and * 3. Submit the appropriate documentation to support your CTAP eligibility. NOTE: Applicants claiming CTAP eligibility must complete all assessment questions to be rated under the established ranking criteria. Qualifications To be considered for the position, you must meet the following qualification requirements: Basic Requirement: A. Degree: accounting; or a degree in a related field such as business administration, finance or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.") OR B. Combination of education and experience: at least 4 years Of experience in accounting, or an equivalent combination of accounting experience, college-level education and training that provided professional accounting knowledge. The applicant's background must also include one of the following: * Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law; * A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or * Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24 semester hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements. AND Education: There is no substitution of education for specialized experience for this position. Experience: You must have at least one year of specialized experience equivalent in difficulty and complexity to the next lower grade level. To be creditable, this experience must have equipped the applicant with the particular qualifications to perform successfully the duties of the position, and must typically be in or related to the position to be filled. Some examples of this qualifying experience are: * Experience participating in Corporate strategic planning(short and long term) through forecasting of expected economic factors. * Experience with accounting principles, theories, concepts, and practices to include Corporate accounting, financial reporting, and accounting standards for federal agencies. * Experience formulating and approving supplemental operating instructions outlined in the Corporate Policy Manual. * Experience reviewing monthly and quarterly financial data reports and supervising preparation of analysis to determine status of sales, gross earnings, return on productive assets, and other items critical to the Corporation's financial status. Credit will be given for paid and unpaid experience. To receive proper credit, you must show the actual time (such as the number of hours worked per week) spent in activities. Your eligibility for consideration will be based on your responses to the questions in the application. Education See Qualifications Section for education requirements, if applicable. ONLY if education is a requirement/substitution for specialized experience, applicant MUST upload legible transcripts as verification of educational requirement. Transcripts MUST be uploaded and electronically linked from USAJOBS at the time you apply and MUST include identifying information to include School Name, Student Name, Degree and Date Awarded (if applicable). All academic degrees and coursework must be completed at a college or university that has obtained accreditation or pre-accreditation status from an accrediting body recognized by the U.S. Department of Education. For a list of schools that meet this criteria, Click Here. Foreign Education: For information regarding foreign education requirements, please see Foreign Diploma and Credit Recognition at the U.S. Department of Education website: Recognition of Foreign Qualifications. If you are selected for this position and qualified based on education (i.e. basic education requirement and/or substitution of education), you will be required to provide an OFFICIAL transcript prior to your first day on duty. Additional information In accordance with 5 U.S.C. 3307, a maximum entry age of 36 has been established for original appointment to a position in a Bureau of Prisons institution. The representative rate for this position is $136,984 per annum ($65.64 per hour). Special Conditions of Employment Section: Initial appointment to a supervisory/managerial position requires a one-year probationary period. The incumbent is subject to geographic relocation to meet the needs of the agency. Appointment is subject to satisfactory completion of a urinalysis, physical, and background investigation. All applicants are subject to National Crime Information Center (NCIC) and credit checks. All applicants not currently working in an institution will be required to complete a qualification inquiry regarding convictions of misdemeanor crimes of domestic violence in order to be authorized to carry a firearm. The Core Value Assessment (CVA) is an in-person assessment that must be facilitated at a Bureau of Prisons Human Resource Servicing office. On the day of the scheduled interview, a CVA will be administered. The applicant assessment must be completed within a 70 minute time period and a passing score of 68 must be obtained. Further employment consideration will not be extended if the applicant fails to complete the examination or fails to achieve a passing score. Note: The Core Value Assessment will not be administered to current BOP employees. Successful completion of the "Introduction to Correctional Techniques," three-week training course at Glynco, Georgia is required. The addresses listed on the USAJOBS account/resume must be the primary residence at the time of application. You may be required to provide proof of residence. Additional selections may be made if vacancies occur within the life of the certificate. Although competitive and non-competitive applications are being accepted, the selecting official may elect to have only one group reviewed. As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider: * your performance and conduct; * the needs and interests of the agency; * whether your continued employment would advance organizational goals of the agency or the Government; and * whether your continued employment would advance the efficiency of the Federal service. Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Exceptions may apply. See 5 CFR part 11. SALARY RANGE: Salary reflected on this vacancy announcement is for the "Rest of the U.S."; however, the selectee's salary may be higher based on the worksite/duty station of the appointee. See Salary Tables for your location. Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Approved duty locations below: FCI Aliceville, AL FCC Allenwood, PA FCI Ashland, KY FCI Atlanta, GA FCI Bastrop, TX FCI Beckley, WV FCC Beaumont, TX FPC Bryan, X FCC Butner, NC Central Office, Washington, DC FCC Coleman, FL FCI Cumberland, MD FCI Edgefield, SC FCI Englewood, CO FCI El Reno, OK FCC Forrest City, AR FCI Fort Dix, NJ FCI Gilmer, WV FCI Greenville, IL FCC Hazelton, WV FCI Jesup, GA FCI La Tuna, TX FCI Lexington, KY FCC Lompoc, CA FCI Loretto, PA FCI Leavenworth, KS FCI Manchester, KY FCI Marion, IL FCI Miami, FL FCI Milan, MI FPC Montgomery, AL FCI Marianna, FL FCC Oakdale, LA FCI Pekin, IL FCI Phoenix, AZ FCC Pollock, LA FCI Safford, AZ FCI Schuylkill, PA FCI Seagoville, TX FCI Sandstone, MN FCI Tallahassee, FL FCI Talladega, AL FCC Terre Haute, IN FCI Texarkana, TX FCC Victorville, CA FCI Waseca, MN FCI Williamsburg, SC FCC Yazoo City, MS Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. If your composite score exceeds the average score for this job, your resume and supporting documentation will be compared to your online assessment responses and utilized to determine whether you meet the job qualifications listed in this announcement. If your selections are not supported by your application materials, your responses may be adjusted and/or you may be excluded from consideration for this job. If you are found to be among the top candidates, you will be referred to the selecting official for employment consideration. There are several parts of the application process that affect the overall evaluation of your application: * Your resume, which is part of your USAJOBS profile; * Your responses to the eligibility questions; * Your responses to the online assessment; * Your supporting documentation, if required. Time-in-Grade: Federal employees must meet time-in-grade requirements for consideration. You must meet all qualification requirements upon the closing date of this announcement. What Competencies/Knowledge, Skills and Abilities are Required for this Position? The following Competencies/Knowledge, Skills and Abilities (KSA's) are required: * Ability to utilize time and resources in order to devise plans, procedures, or methods to carry out work assignments while applying a knowledge of financial systems. * Ability to develop, interpret, and apply financial management policies, procedures, and guidelines. * Ability to supervise subordinates. * Ability to meet and deal with others. * Ability to apply accounting concepts, theories, and practices to derive solutions. You may preview questions for this vacancy. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Approved duty locations below: FCI Aliceville, AL FCC Allenwood, PA FCI Ashland, KY FCI Atlanta, GA FCI Bastrop, TX FCI Beckley, WV FCC Beaumont, TX FPC Bryan, X FCC Butner, NC Central Office, Washington, DC FCC Coleman, FL FCI Cumberland, MD FCI Edgefield, SC FCI Englewood, CO FCI El Reno, OK FCC Forrest City, AR FCI Fort Dix, NJ FCI Gilmer, WV FCI Greenville, IL FCC Hazelton, WV FCI Jesup, GA FCI La Tuna, TX FCI Lexington, KY FCC Lompoc, CA FCI Loretto, PA FCI Leavenworth, KS FCI Manchester, KY FCI Marion, IL FCI Miami, FL FCI Milan, MI FPC Montgomery, AL FCI Marianna, FL FCC Oakdale, LA FCI Pekin, IL FCI Phoenix, AZ FCC Pollock, LA FCI Safford, AZ FCI Schuylkill, PA FCI Seagoville, TX FCI Sandstone, MN FCI Tallahassee, FL FCI Talladega, AL FCC Terre Haute, IN FCI Texarkana, TX FCC Victorville, CA FCI Waseca, MN FCI Williamsburg, SC FCC Yazoo City, MS Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help Failure to provide legible required documents and/or follow the prescribed format often results in removal from consideration. If uploading documentation, do not identify/save your documents utilizing a special character such as %, #, @, etc. Documentation should be identified/saved as VA Letter, DD-214, or Transcripts. * Resume: Resume (includes name and contact information) limited to 2 pages showing relevant experience (cover letter optional). Experience that would not normally be part of the Federal employee's position is creditable when documented by satisfactory evidence of qualifying experience (e.g., a memorandum from the manager, Human Resource Manager, SF-52, etc.). * To receive credit for experience contained in an application, the experience must be documented: * Reflecting start date and end date in month/year format (MM/YYYY) AND * Include the number of hours worked per week. * SF-50: Current or former Federal employees NOT employed by the Bureau of Prisons MUST submit a copy of their SF-50 Form which shows competitive service appointment, tenure group, and salary. If you have promotion potential in your current position, please provide proof. If you are applying for a higher grade, and your experience was gained at a Federal agency other than the Bureau of Prisons, you MUST provide the SF-50 Form which verifies the length of time you have been in your highest grade and supports your claim for time in grade. * Employees applying with an interchange agreement must provide proof of their permanent appointment. * Current federal employees NOT employed by the BOP and former federal employees MUST submit a copy of their latest yearly performance appraisal/evaluation. * CTAP, Click Here, if applicable. * College transcript: includes the School Name, Student Name, Degree, and Date Awarded (if applicable). * NOTE: If you are selected, official transcript(s) will be required prior to your first day. For more help, visit USAJOBS Help Center - What should I include in my resume? We cannot be held responsible for incompatible software, delays in mail service, applicant application errors, etc. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
    $124.5k-161.9k yearly 4d ago
  • Manager, Financial Reporting

    Bcbsms

    Portfolio manager job in Flowood, MS

    Healthy Careers Start Here At Blue Cross & Blue Shield of Mississippi, we encourage professional growth in a challenging and fast-paced atmosphere. Our 'be healthy' culture promotes health and wellness at all levels of the Company, and we provide our employees with the time, tools and resources to commit to a healthy lifestyle. Job Summary - The Manager of Financial Reporting completes a wide range of tasks resulting in ensuring timely and accurate financial statements to include overseeing the day-to-day operations of the Financial Reporting area of the Finance Division; reviewing and reporting on financial statement activity, including reviewing all GAAP and Statutory based financial statements and filings; remaining current on GAAP and Statutory developments and assisting in developing and documenting accounting policy; overseeing and approving applicable general ledger reconciliations; ensuring accurate claims reporting and payments; overseeing subsidiary accounting and ensuring adherence to GAAP, Statutory, Corporate, and Federal Employee Program guidelines. This position is responsible for remaining up to date on healthcare reform topics, including but not limited to, reviewing the Company's annual medical loss ratio rebate filing and monitoring and reporting the medical loss ratio monthly. This position is also accountable for planning and executing special projects contributing to the strategic direction of the Plan. Job-Specific Requirements: Must have a Bachelor's degree in Accounting Master's of Accounting preferred Valid CPA Certification Required Must have three years' experience with increasing responsibility Working knowledge of GAAP PC skills required to include the Microsoft Office suite. Experience using a Mainframe based General Ledger is preferred. Must have strong technical, analytical and problem-solving skills Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
    $79k-108k yearly est. Auto-Apply 60d+ ago
  • Branch Manager - Hernando - Hernando, MS (New Build)

    Jpmorganchase 4.8company rating

    Portfolio manager job in Hernando, MS

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $48k-68k yearly est. Auto-Apply 20d ago
  • Branch Manager

    Elwood Staffing 4.4company rating

    Portfolio manager job in Cleveland, MS

    When you join the Elwood family, you become part of a team that fosters a culture of integrity, winning and achieving results, providing superior customer service, and helping others. We help people find jobs and help employers find the people they need to be successful. You can leave the office each day knowing that you made a difference in your community. Our success comes from the success of our associates and customers. Come experience the Elwood way and make a difference with us! Elwood Staffing is also a performance and results-driven culture for the hard-working, passionate, and highly motivated. You can expect a career that provides a constant variety of challenges along with progressive training and professional development to meet those challenges. Come work for a growing company that serves more than 6,000 businesses and puts more than 28,000 people to work daily. #powerthepurple What Elwood Staffing can offer you: Competitive salary Health, Dental, and Vision plan Prescription drug plan Life and Supplemental Life Insurance Short and Long-Term Disability 401K Plan with company contribution Telemedicine - Teledoc Employee Assistance Program Access to Benefit Advocates Discount tickets, travel, and shopping-Working Advantage Dell computer discount Enterprise Rental Car discount Chairman's Club Anniversary awards program Tuition reimbursement Certified Staffing Professional training and certification $500 bonus paid for completion of approved Professional Certification $500 Recruitment Incentive for Internal Careers Bereavement Leave Paid Time Off & Paid Holidays Progressive training and development Opportunities for advancement throughout our company General Purpose as a Branch Manager: The branch is the fundamental business unit of Elwood Staffing and the Branch Manager is responsible for all business activities conducted by the branch. The Branch Manager is responsible for driving both top-line (sales) performance and bottom-line (profit) performance and strategic objectives by effectively managing the branch operations, customer service activities, and supporting the business development/selling activities. All employees consistently support and promote the company mission, five key beliefs, philosophies, and provide Superior Customer Service in all aspects of the job. Essential Functions of a Branch Manager: Be the primary driver of sales, operations, and profit for your branch. Ensure the branch has a strong recruiting team and winning sales efforts. Manage the recruiting, hiring, training, developing, and coaching of internal team members to ensure successful operations practices. Responsible for the individual development of each team member. Ensure recruiting and service operations meet 100% on-time order fulfillment. Hold branch team and On-Sites accountable for meeting or exceeding performance expectations by clearly communicating what is expected, empowering them with the necessary tools, training, resources, delivering positive and constructive feedback at the moment, and providing corrective action as needed. Direct activities related to improving results and achieving growth goals. Ensure your branch complies with company policies and applicable government regulations. Maintain regular and balanced time with clients, branch team members, and on-sites. Desired Skills & Experience for a Branch Manager: Management, supervisory, or team-lead experience preferred. Ability to work cross-functionally to proactively communicate and resolve issues with the highest sense of urgency. Excellent computer skills including proficiency in Microsoft Office suite. Strong verbal and written communication skills. A valid driver's license is required for this role to travel between the branch and prospect/client locations. Join our growing team today and discover why Elwood is one of the best to work for in the staffing industry! Find out more about us at www.elwoodstaffing.com We are an Equal Opportunity Employer. #IJLEAD
    $41k-54k yearly est. 11d ago
  • Branch Manager I

    Bankfirst Financial Services 4.2company rating

    Portfolio manager job in Petal, MS

    Job Description BASIC PURPOSE OF POSITION: The Branch Manager is responsible for the managing the daily activities of employees who are tasked with providing quality customer service to retain current customers, prospecting for new opportunities to provide bank products to new and existing customers, executing the proper operational procedures to ensure accurate and compliant transactions. DUTIES OF POSITION: Specific Duties: Communicates effectively with each employee to drive successful results for the retail banking team and the total bank. Leads the retail banking employees by example. Demonstrates knowledge of BankFirst policies and procedures. Provides clear, constructive, and motivating feedback Treats employees fairly and consistently Takes on the responsibility and accountability for achieving team goals and tasks Inspires and motivates employees to work hard and produce high quality sales and service results Appropriately handles sensitive and confidential information Gains support and commitment from others Sets priorities and effectively balances competing priorities (serving customers, supervising employees, handling administrative duties) EDUCATION/ EXPERIENCE/ SKILLS: Three to five year's of branch management or supervisory experience with a working knowledge of lending. Sales and sales management experience in a financial institution environment preferred. Bachelor's degree in business, finance or related field required and/or related work experience. Strong interpersonal skills required to positively manage and motivate staff development to meet established goals and objectives. Excellent verbal and written communication skills. Ability to utilize a personal computer with word processing and spreadsheet software. Ability to travel to make sales calls and to other business association meetings as required. BankFirst is an EO employer- M/F/Veteran/Disability/Sexual Orientation/Gender Identity
    $39k-51k yearly est. 29d ago
  • Branch Manager In Training

    Advance America 4.3company rating

    Portfolio manager job in Jackson, MS

    Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 800 locations and online lending services. We are currently seeking highly-skilled, career-oriented individuals ready to be part of a growing company! We offer: Competitive Wages Health/Life Benefits 401(k) Savings Plan with Company Match Paid Parental Leave Company Paid Holidays Paid Time Off including Volunteer Time Tuition Reimbursement Business Casual Environment Rewards & Recognition Program Employee Assistance Program To learn more about Advance America visit the Advance America Website. Position Summary The Branch Manager in Training (BMIT) position is a performance-based, hands-on, customer-focused role that is responsible for delivering results related to individual and branch sales goals as well as customer expectations. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices. This position is responsible for performing an active role in meeting all performance goals and metrics for the branch as defined by management. To do so, this position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. This position is responsible to develop, assist, and participate in all marketing and collection efforts, both internally and externally. The BMIT position is intended to be a developmental position to be promoted into a Branch Sales Manager position. Job Responsibility Customer Service, Sales, Marketing & Customer Acquisition: Actively assist in meeting the Branch's performance metrics as defined by management. Utilize sales tools to provide an exceptional customer experience and to use sales and marketing techniques inside and outside of the branch to ensure the branch is the customer acquisition engine that drives new customer growth into storefront and online channels. Be responsible for day-to-day servicing of an ever-growing consumer loan portfolio. Present financial solutions, based on customer needs that meet their goals. Develop new relationships and maintain existing relationships while working with customers throughout the loan process and loan life cycle. Educate customers on the terms and conditions of their loans to ensure a clear understanding of the products they have selected. Effectively build trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, core values and our company's purpose. Deploy marketing efforts in the community to generate sales and customer growth, and track marketing efforts as required. Job Responsibilities Cont. Operations, Compliance, & Collections: Assist in managing the P&L to meet all budgeted numbers and in meeting management's expectations related to Branch performance. Adhere to the Company's policies, procedures, Core Values, and to all applicable state and federal regulations. Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards. Enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation. Perform and document collection calls, field visits, and any other approved collection activities. Complete other duties as assigned. Team & Leadership: Work closely with and support others in a positive, team environment to enhance the customer experience. BMIT is responsible for day-to-day Branch operations and communication with customers and employees under direct supervision of the Branch Sales Manager and Divisional Director of Operations (DDO). Education Required High School Diploma or equivalent required; some college preferred. Experience Required Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections. Knowledge Required Strong math skills, including the ability to count cash; professional verbal communication by phone and in person; ability to read, write, evaluate, and apply complex and detailed information; may work alone; ability to interact professionally and exhibit appropriate social skills; ability to negotiate payment terms and effectively communicate loan requirements; ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees; ability to use computer programs required to process customer transactions; ability to maintain composure in stressful situations; ability to follow procedures in the normal course of business and in stressful situations; ability to develop and maintain business relationships. Physical Requirements Standing for long periods of time; sitting occasionally; walking, including extended distances; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division; exposure to outdoors limited to elements that the ordinary person would be exposed to at that time; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals); use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any center within the division (distance varies by division). Competencies Leadership, Coaching & Development-BranchAdaptability & Growth Mindset-BranchDigital & Future Readiness-BranchSales & Customer Excellence-BranchResults & Accountability-BranchTravel Must have a valid driver's license and access to insured, reliable transportation. Ability to travel within division for marketing, collections, staffing, special events, and banking responsibilities. Attire The Company offers employees the option of wearing polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business. Other Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check, MVR, credit check if required by state law, and reference check. Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Requisition ID: 45903
    $39k-55k yearly est. 12d ago
  • Branch Manager - Grenada, MS

    1St. Franklin Financial 4.4company rating

    Portfolio manager job in Grenada, MS

    Join the 1st Franklin Financial team as a Branch Manager. Salary: $50,000 to $58,750 annually This position works closely with the staff to build relationships and identify the needs of customers in a timely manner. The Branch Manager coordinates the activities of the staff and provides leadership. The BM interviews customers using advanced interpersonal skills. This individual utilizes professionalism, patience, curiosity, and a results-oriented manner to perform responsibilities. Principal Accountabilities and Key Activities Develops and assures that Branch growth, profitability goals and objectives are met Manages all loans including, approval of customer loans and sales finance contracts within delegated authority for lending limits Maintains Branch delinquency control and personally engages with delinquencies as appropriate Develops and maintains Branch budget Delegates the daily assignments of solicitation of new and existing customers Oversees personnel management including, recruiting talent, hiring, termination, disciplinary actions, and salary administration Exemplifies and expects that impeccable customer service is always maintained Ensures that communication is disseminated in a timely and efficient manner to all Branch employees Follows up on all Audit results & recommendations Education, Qualifications and Experience Essential High School Diploma or equivalent Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances) Minimum one to two (1-2) years' experience in financial services dealing with customers and managing staff personnel Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Desirable: Must possess a valid driver's license and the ability to operate an automobile (unless there is no Assistant Branch Manager who can perform this function, then having a valid driver's license and the ability to operate an automobile is an essential job function) About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 375 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
    $50k-58.8k yearly 1d ago
  • Branch Manager

    Renasant Corp 4.3company rating

    Portfolio manager job in Pontotoc, MS

    The Branch Manager will drive a best in class branch experience for customers and employees by leading, coaching and managing in 5 primary areas of responsibility: customer engagement/sales execution, service execution, operational excellence, leadership and management. With a deep understanding of the Renasant Bank customer engagement model, you spend time mentoring and inspiring team members all while serving as a role model for your team and strengthening the community in which you serve. As a result of the Branch Manager leadership and coaching, the branch is expected to exceed all sales, service and operational goals by executing service, sales and marketing strategies for the branch. The Branch Manager is accountable for growth goals set by market opportunity and will effectively partner with market leaders to serve the lending needs of small business and consumer customers. Market opportunity may drive a greater dedication to the business lending needs with expectation to achieve lending goal. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Ensure best in class customer experience by implementing, coaching and developing branch teammates on our service excellence standards * Implement Understanding You Customer Engagement model consistently through coaching, role modeling, and developing branch teammates * Achieve consistent and balanced branch results in deposit growth, loan growth through referrals, branch income and noninterest expense management and the sale of other bank products and services * Maximize sales opportunities by developing new business and maintaining existing relationships, including business development calls and representing the bank at community and customer events * Hold individuals and team accountable to achievement of their sales, service and operations objectives to include individual loan growth goals when applicable * Create a daily individual and branch/team level focus on deepening customer relationships and consistent execution of service standards, customer retention, etc. * May be responsible for the development of small business and consumer loans (i.e. management of customers through the loan process from origination to closing) as well as effective overall portfolio management for an individual book of business * Carry ultimate responsibility for all operational functions and procedures for the branch, including but not limited to retail processes, audit matters and retail documentation, and when applicable, may supervise an assistant branch manager who will oversee these responsibilities, and engaging and communication with the Retail Branch Administrators, among others * Maintain a culture of risk management, including but not limited to managing operational losses, controllable losses and controllable expenses for the branch * Manage branch team, including but not limited to hiring, scheduling, coaching, discipline, performance development (or improvement), identifying and scheduling learning and development opportunities aligned with core values and behaviors * Serve as a backup to the internal customer needs as branch staffing requires * May supervise one or more individuals who supervise other employees and/or processes in the branch and/or have oversight for multiple branches * Responsible for facility management, including but not limited to maintenance needs and security, opening and closing procedures * Perform other related duties as assigned Qualifications * High school diploma or equivalent. College education preferred, but not required * Minimum of 3 years of retail banking experience, or comparable experience deemed transferable * Minimum of 2 years of leadership/coaching experience and successful personal sales experience in a customer facing role * Minimum of 1 year business development experience preferred * If branch has a lending growth goal in excess of $500,000: * Minimum of 3 years of direct lending experience including small business and consumer lending product or equivalent experience working in a credit related function and; * Demonstrated ability to read, analyze and interpret balance sheets and income statements * Effective written and verbal communication skills * Ability to solve problems and make decisions quickly and effectively to positively impact the business and the customer experience * Ability to manage a diverse team with a strong sense of teamwork; ability to work cooperatively in a team environment as well as partner with other lines of business * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Strong analytical skills and attention to detail with strong record of accuracy in handling of transactions * Ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Ability to travel for business development and market meetings, as well as travel required for training and development opportunities Physical Demands The physical demands described 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 or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above 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. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $39k-51k yearly est. Auto-Apply 12d ago
  • Credit Products Commercial Portfolio Manager

    Regions Bank 4.1company rating

    Portfolio manager job in Ridgeland, MS

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. **Primary Responsibilities** + Executes on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. + Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances + Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated + Ensures all credit process metrics are within prescribed tolerances + Accountable for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects + Approves interim new money requests for relationships managed up to a defined limit This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Bachelor's degree in Finance, Accounting or related field + Five (5) years' experience in commercial underwriting + Subject Matter Expert level understanding of accounting and finance, financial statement and cash flow analysis **Preferences** + Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience) **Skills and Competencies** + Ability to work collaboratively with multiple stakeholders + Strong analytical and problem solving skills + Strong verbal and written communication skills + Well organized, detail-oriented, and ability to multi-task **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $99,111.87 USD **_Median:_** $118,251.00 USD **Incentive Pay Plans:** This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** **Location Details** Ridgeland MS LOB **Location:** Ridgeland, Mississippi Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $99.1k-118.3k yearly 60d+ ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Jackson, MS

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $53k-74k yearly est. 60d ago
  • Branch Manager I

    Bankfirst Financial Services 4.2company rating

    Portfolio manager job in Petal, MS

    BASIC PURPOSE OF POSITION: The Branch Manager is responsible for the managing the daily activities of employees who are tasked with providing quality customer service to retain current customers, prospecting for new opportunities to provide bank products to new and existing customers, executing the proper operational procedures to ensure accurate and compliant transactions. DUTIES OF POSITION: Specific Duties: Communicates effectively with each employee to drive successful results for the retail banking team and the total bank. Leads the retail banking employees by example. Demonstrates knowledge of BankFirst policies and procedures. Provides clear, constructive, and motivating feedback Treats employees fairly and consistently Takes on the responsibility and accountability for achieving team goals and tasks Inspires and motivates employees to work hard and produce high quality sales and service results Appropriately handles sensitive and confidential information Gains support and commitment from others Sets priorities and effectively balances competing priorities (serving customers, supervising employees, handling administrative duties) EDUCATION/ EXPERIENCE/ SKILLS: Three to five year's of branch management or supervisory experience with a working knowledge of lending. Sales and sales management experience in a financial institution environment preferred. Bachelor's degree in business, finance or related field required and/or related work experience. Strong interpersonal skills required to positively manage and motivate staff development to meet established goals and objectives. Excellent verbal and written communication skills. Ability to utilize a personal computer with word processing and spreadsheet software. Ability to travel to make sales calls and to other business association meetings as required. BankFirst is an EO employer- M/F/Veteran/Disability/Sexual Orientation/Gender Identity
    $39k-51k yearly est. Auto-Apply 60d+ ago

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