Portfolio manager jobs in North Carolina - 874 jobs

Insight Global is seeking a Admin / Asset Manager to work onsite for a client in Liberty, North Carolina. IT Asset Manager will be responsible for end‑to‑end lifecycle management of all IT assets across the facility. This role ensures accurate inventory levels, efficient procurement processes, proper receiving, and ongoing tracking of all IT expense assets. You will help maintain a reliable asset ecosystem aligned with budget forecasts, operational needs, and project demands across regional, local, and shop environments. Lead full IT asset lifecycle management, including acquisition, deployment, tracking, maintenance, and end‑of‑life processes. Manage procurement activities, creating purchase requisitions in Ariba and maintaining accurate records in systems such as AP100. Monitor and maintain IT asset inventories, ensuring equipment availability and accuracy across all site locations. Track IT budgeting and spending, including checkbook oversight and reconciliation of asset‑related expenses. Perform and oversee asset audits, including physical verification, receiving, tagging, documentation, and variance resolution. Identify and escalate asset risks or discrepancies to site leadership as necessary Support project teams by ensuring timely access to required hardware and technology resources.

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

Join us to create change and have an impact in homes around the world. At Electrolux, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people, and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living. Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute, and grow together. All about the role: The Freight Pay & Audit Manager is responsible for overseeing the end-to-end freight invoice validation, payment, and audit processes across all logistics operations. This role ensures financial accuracy, contractual compliance, and cost optimization in freight spend, while driving process improvements and supporting strategic decision-making. The manager acts as a key liaison between finance, logistics, procurement, and external carriers, ensuring that all freight payments are accurate, timely, and aligned with organizational goals. Where you'll be: This position will be based in the HQ, Charlotte North Carolina. This role offers a Hybrid work schedule (60% work in the office and 40%remote). What you'll do: * Oversee the validation, processing, and payment of all freight invoices, ensuring accuracy against contracts, rate agreements, and shipment data. * Investigate and resolve discrepancies, disputes, and exceptions with carriers and internal stakeholders. * Manage onboarding and setup of new carriers in freight audit and payment systems. * Maintain carrier master data and ensure compliance with contractual terms. * Lead regular audits of freight invoices to identify errors, overcharges, and opportunities for cost recovery. * Ensure adherence to internal controls, audit requirements, and regulatory standards. * Support internal and external audits with documentation and process transparency. * Develop and maintain SOPs for freight payment and audit processes. * Lead initiatives to automate and streamline freight audit and payment processes. * Collaborate with IT, finance, and supply chain teams to implement system upgrades and process improvements. * Monitor and improve data flows between logistics, finance, and carrier systems. * Partner with procurement and logistics teams to support carrier performance reviews and negotiations. * Maintain strong relationships with carriers and third-party audit providers. * Ensure timely and precise payment of freight invoices to maintain vendor trust and service quality. * Supervise, train, and mentor freight audit and payment specialists. * Establish performance metrics and drive accountability for operational excellence. * Foster a culture of collaboration, ownership, and continuous improvement. Qualifications: * Bachelor's degree in Supply Chain, Finance, Business, Accounting, or related field. * Minimum 5 years of experience in logistics, freight audit, finance, or payment operations. * Minimum 3 years of experience leading and managing cross-functional or global teams. * Experience with investigating and resolving discrepancies, disputes, and exceptions with carriers and internal stakeholders. * Strong understanding of transportation operations, carrier contracts, freight billing, transportation modes (LTL, TL, ocean, air) and carrier billing practices. * Strong analytical skills and proficiency in freight audit platforms, ERP systems. * Excellent communication, negotiation, and problem-solving skills. Benefits highlights: * Medical, dental, vision and life insurance. * Competitive holiday and vacation time off program. * Retirement Savings Plan (401(k)) with relevant company contribution. * Discounted products and an EAP upon hire and tuition reimbursement after 12 months of service. Please be advised that we are unable to offer visa sponsorship for this position at this time. Find more on: Electrolux Group North America: ************************************************************** Electrolux Group Careers: ******************************************** Electrolux Consumer Products, Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request through ******************************. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request. #LI-AB1

Primary Office Location:6701 Carmel Road, Suite 102. Charlotte, North Carolina. 28203.Join our team. Make a difference - for us and for your future. Portfolio Manager 2 Business Unit: Commercial Banking Reports To: Varies by Assignment Position Overview: This position is primarily responsible for monitoring asset quality and assisting with the administrative functions of an assigned commercial portfolio of relationships. The incumbent performs underwriting for assigned relationships, presentation of annual reviews and renewals and financial statement and other documentation collection, reporting and monitoring. The incumbent assists in the management and development of business relationships with existing and potential clients, maintains a high degree of creditability and participates in training opportunities as warranted or required. Primary Responsibilities: Monitors the asset quality and administrative functions of each assigned portfolio relationship. Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis including completion of FOCUS underwriting document and all components except spreads and cash flow schedules according to available information and established policies and procedures accurately and timely. Performs annual reviews of each relationship and monitors interim financial statements and trends within the industry of the client. Reviews content and accuracy of spreads and cash flow schedules prepared within credit on assigned relationships. Handles daily and monthly administration work of the Relationship Manager and ensures work is done promptly and effectively including managing the credit process on behalf of the Relationship Manager by working closely with the Regional Underwriting Managers. Ensures sound underwriting principals and guidelines are maintained within the accounts they monitor and that these accounts conform to all reporting and regulatory requirements. Contacts customers directly as required or at the request of the Relationship Manager and identifies additional banking opportunities as appropriate. Attends calls with the Relationship Manager when warranted. Identifies, recommends and implements strategies to best reduce the risk of loss to the company in deteriorating client situations and upon review recommends risk rating changes. Participates in Special Assets meetings or conference calls for assigned relationships for assigned regions in conjunction with the Relationship Manager. Prepares and presents shared national credit (SNC) reviews for assigned relationships. May assist or direct less-experienced peers from time to time. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position Knowledge and understanding of loan documentation, external regulations and accounting and tax laws Formal credit analysis training is preferred Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate Title: Associate Director Department: Global Client Group Location: Charlotte, NC Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations (“CLOs”) and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies. Primary Responsibilities Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.) Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs Develop a close partnership with investment teams to deepen knowledge and expertise. This will include: Attending investment team meetings Responding in a timely manner to client and prospect requests Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events Stay abreast of market developments and competitor intelligence Qualifications University degree 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus Excellent verbal and written communication skills An analytical approach and problem-solving mindset Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment Ability to meet all deadlines with a strong attention to detail Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations Experience using tools such as MS Copilot to add efficiency to existing processes is a plus Willingness to pursue CFA designation and FINRA licenses (as needed) is desired #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Middle Market Portfolio Manager II is an active member of the deal team and supports the Middle Market loan and deposit portfolio of one or more Middle Market Relationship Managers providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS * Analyzes financial information to evaluate the credit worthiness of new loan requests of Middle Market Customers and Prospects, renewal loan requests and on-going Portfolio Servicing activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures; * Consistently provides confident credible challenge to business thesis of an opportunity and provides expert opinion on other critical credit risk components; * Completes industry research, as needed, supporting existing and new Customers to the Bank; * Writes and constructs commercial loan packages ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Obligors and the proposed transaction(s), critical analysis of the potential risk to the Bank including relevant sensitivity analysis, free cash flow analysis and projection modeling, proper risk grading and discussion and a thoughtful recommendation;. * Confidently and independently construct and recommend loan structuring for complex transactions * Creates models, when necessary, to evaluate complex or specialized credit transactions; * Guides the loan request through the Credit Approval Process and ensures that structure meets the needs of the client and the operating objectives of the Bank; * Assures compliance with State and Federal regulations and Bank policies and procedures; * Monitors and services the loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing; * Properly grades risk of each loan in the assigned portfolio, per policy. In conjunction with ongoing servicing activities, when justified, proactively Rrecommends adjustments to risk grades as circumstances change or new information becomes available;. * Ensures current awareness of the Bank's Risk Appetite and includes consideration of appetite into recommendations within the Middle Market loan pipeline and portfolio; * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank; * Ensures that all required internal documentation is in the Bank's official file of record for all loans and treasury management approvals. Works with the Relationship Manager and the Loan Officer Assistant to help clear documentation or compliance deficiencies noted by Loan Operations or other review; * Accompanies Relationship Manager on calls with existing and/or prospective Customers as requested; * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Internal Credit Risk Review, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.); * Undertakes special projects related to job function as determined by Credit Administration Leadership; * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank; * Works with Relationship Manager, Credit Administrators and Loan Officer Assistant to minimize past due loans;. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management; * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace.; * Stays abreast of products and services offered by the Bank * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities;. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER DUTIES * Accepts other duties as assigned COMPETENCIES * Expert credit analysis and evaluation skills. Thorough understanding of complex capital structures in a variety of industries * Confident and Independent risk mindset and critical thinking skills * Excellent interpersonal skills * Advanced technical writing skills * Strong organization skills * Proficient in Microsoft Excel and Word * High attention to detail * Comfortable and willing to proactively guide/mentor teammates, both Relationship Managers and peer Portfolio Managers * Excellent listening skills demonstrated by the ability to listen to others talk, understand them, and then propose solutions or make contributions based on the points made by others * Ability to manage multiple priorities at the same time * Ability to remain composed under pressure and respond to customer and coworker concerns regularly Qualifications and Education Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Masters in Business Administration is preferred * Experience: Minimum of 8 years of experience in credit analysis, commercial and industrial/Middle Market banking, business banking with at least 5 years of specific portfolio management and/or underwriting experience. Seasoned in underwriting of complex Middle Market profile loan opportunities or experienced in a wide breadth of more complex commercial underwriting activities. Familiarity with loan structuring and loan documentation is required. Experience working in syndicated loan transactions, private equity owned borrowers, monitored operating or asset-based lending lines, fund finance preferred. * Knowledge: Knowledge in accounting and lending principles, as well as excellent verbal and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES * South State Bank credit policies, procedures and underwriting standards * Annual regulatory and compliance training * Additional training may be required, as needed RECOMMENDED ADDITIONAL TRAINING * New Employee Orientation Supervisory Responsibility * None PHYSICAL DEMANDS/WORK ENVIRONMENT * Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports. TRAVEL This position may include periodic travel. Equal Opportunity Employer, including disabled/veterans.

Primary Purpose: Assist the loan officers in the day to day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member interaction. Perform various other member service tasks and assignments as required. Essential Responsibilities: Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval. Attend outside prospect and member meetings as necessary. Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA's for temporary extensions. Manage LO's Past Dues including adding comments to Insight. Inputting both new loans and renewals to B2B. Complete quarterly Problem Asset Reports for the loan officer's portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions. Learn about each of the Bank's products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrative officer when needed. Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the region. Work along with and independently of the officers to understand closing requirements for all loans as well as help clear exceptions as needed. Proactively build strong and effective partnerships with all business partners. Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned. Minimum Required Skills & Competencies: Excellent member service skills. Excellent communication skills and the ability to interact professionally with internal and external members. Complete understanding of TowneBank lending culture and philosophy. Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit. Ability to work with minimum supervision. Ability to work well with various internal departments to achieve team goals and objectives. Previous lending experience or experience in loan operations. Knowledge of Bank policies and procedures. Computer skills (Word and Excel). Desired Skills & Competencies: College degree in Business, Finance or Accounting. Knowledge of B2C and B2B. Has 8 or more years of experience of credit analysis/underwriting experience. Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Sopra Steria is a European leader in consulting, digital services, and software development, supporting its clients in their digital transformation through innovative and collaborative solutions. With 50,000 employees in nearly 30 countries and a revenue of €5.1 billion in 2022, we are committed to achieving sustainable results and placing people at the heart of technology. The world is how we shape it. For more information, visit us at ******************** Are you ready to take on the challenge with us? Join Sopra Steria Aeroline and become part of a forward-thinking team shaping the future of aerospace through digital innovation. If you are passionate about managing business accounts, aerospace technologies, and want to make a meaningful impact, we want to meet you! Apply now to embark on an exciting career with us. Job Description We are looking for a Risk & Portfolio Manager to lead the governance and execution of digital transformation initiatives across our clients' IT environments. This role is responsible for managing the digital project portfolio, overseeing risk registers, and ensuring visibility into roadmap priorities and resource capacity. Key Responsibilities Lead the digital portfolio lifecycle from ideation to delivery. Manage intake and prioritization of new project requests. Prepare and facilitate monthly Portfolio Business Reviews (PBR). Maintain and update risk and operations registers. Track key performance indicators (KPIs) and contribute to scorecard reporting. Qualifications Experience Demonstrated experience in portfolio management, risk management, and project coordination within digital or IT environments. Education & Certifications Bachelor's or Master's degree in Project Management, Business Administration, or a related field. Risk management certification is an asset. Skills & Achievements Strong organizational, analytical, and communication skills. Proven ability to manage risks, dependencies, and cross-functional priorities. Languages Fluent in English (required); French is a plus. Additional Information Competitive salary and annual performance bonus Comprehensive benefits package: life insurance, long-term disability, health care, dental, vision, and a health spending account to support your well-being (Sopra Steria covers 100% of premiums) Paid time off: sick leave, personal days, and 3 weeks of vacation Monthly transportation allowance Excellent training, development, and career advancement opportunities, with active support to strengthen your skills in a caring, collaborative, and inclusive company culture Hybrid work environment Provided equipment to ensure optimal productivity Sopra Steria is certified as a “Great Place to Work” Sopra Steria is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment. We thank all applicants for their interest in this position. Only shortlisted candidates will be contacted for the next steps in the selection process.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

is of a Hybrid Work Arrangement, requiring four days in-office** Support the Investor Relations department through analysis, development and implementation of various investor relation initiatives while supporting the overall business strategy. Responsibilities include analyzing relevant financial, operational and other related data as well as competitive and market data to contribute to a unified investor relations narrative. Responsibilities Track and maintain a record of sell-side coverage, including working with sell-side analysts associates to understand estimates, ratings, reports and other relevant data Developing and maintaining detailed analysis of sell side research and models including monitoring, summarizing and distributing to senior management Work cooperatively with FP&A, Accounting and other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when talking to investor community Assist in the drafting of quarterly earnings call scripts, press releases and other ad hoc IR related material by pulling key information and drafting relevant communication Assist in crafting key management talking points for investor engagement, including investor presentations and events Assess our investor, environmental, social and governance (ESG) communication, community and governmental relations against competitors and current best practice to aid continuous improvement efforts Assist in coordinating Annual Meeting and related material Maintain corporate and investor relations website Monitor competitor and market sector information and compile relevant information to distribute to senior management and other key internal associates Assist in social media planning and execution for corporate channels, including content creation Other duties as assigned Qualifications 5+ years of experience in corporate finance, equity research, investment banking or related fields Strong analytical and communication skills Exceptional organization skills and keen attention to detail Ability to explain complex information in easy to understand format Bachelors or equivalent degree in Finance or related field MBA, CFA, CPA or proven knowledge of US GAAP a plus Adaptable and able to shift priorities #LI-GG1 California Residents click below for Privacy Notice: ***************************************************

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct Operational Due Diligence research on new and existing investment firms on GMR's list Assist investment analysts in sourcing and adding strategies to GMR's recommended list. Evaluate third party investment firms through an operational lens Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers Perform risk analysis on third-party investment firms Cover a universe of third party investment firms, following GMR's stated process. Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in money manager research, particularly on the operational due diligence side. Experience writing commentary for various audiences Microsoft Excel skills Ability to create and deliver dynamic presentations Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Job Expectations: Hybrid work schedule (3 days in office and 2 days remote) Ability to travel up to 15% of the time This position is not eligible for Visa sponsorship Locations: 401 S. Tryon Street - Charlotte, NC 1 N. Jefferson Avenue - St. Louis, MO Posting End Date: 19 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct Operational Due Diligence research on new and existing investment firms on GMR's list Assist investment analysts in sourcing and adding strategies to GMR's recommended list. Evaluate third party investment firms through an operational lens Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers Perform risk analysis on third-party investment firms Cover a universe of third party investment firms, following GMR's stated process. Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in money manager research, particularly on the operational due diligence side. Experience writing commentary for various audiences Microsoft Excel skills Ability to create and deliver dynamic presentations Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Job Expectations: Hybrid work schedule (3 days in office and 2 days remote) Ability to travel up to 15% of the time This position is not eligible for Visa sponsorship Locations: 401 S. Tryon Street - Charlotte, NC 1 N. Jefferson Avenue - St. Louis, MO Posting End Date: 17 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit:Credit Reports to:Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Primary Purpose: Assist the loan officers in the day to day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member interaction. Perform various other member service tasks and assignments as required. Essential Responsibilities: Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval. Attend outside prospect and member meetings as necessary. Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA's for temporary extensions. Manage LO's Past Dues including adding comments to Insight. Inputting both new loans and renewals to B2B. Complete quarterly Problem Asset Reports for the loan officer's portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions. Learn about each of the Bank's products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrative officer when needed. Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the region. Work along with and independently of the officers to understand closing requirements for all loans as well as help clear exceptions as needed. Proactively build strong and effective partnerships with all business partners. Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned. Minimum Required Skills & Competencies: Excellent member service skills. Excellent communication skills and the ability to interact professionally with internal and external members. Complete understanding of TowneBank lending culture and philosophy. Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit. Ability to work with minimum supervision. Ability to work well with various internal departments to achieve team goals and objectives. Previous lending experience or experience in loan operations. Knowledge of Bank policies and procedures. Computer skills (Word and Excel). Desired Skills & Competencies: College degree in Business, Finance or Accounting. Knowledge of B2C and B2B. Has 8 or more years of experience of credit analysis/underwriting experience. Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. Leads commercial portfolio management meetings, including Asset Quality Meetings. Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: Leads the analysis, underwriting, origination, and portfolio management of loans. Utilizes loan structuring, risk identification, and risk mitigation skills. Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. Manages complex relationships with ability to understand cash flow and repayment sources. Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include Minimum 6 years of corporate or commercial underwriting and portfolio management experience. Bachelor's degree in business, finance or related field required. Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. Very strong credit, analytical, organizational, and communication skills. Manage and coach a team with varying degree of skillsets and backgrounds. Ability to become the expert leader in regulatory matters and bank commercial loan policy. Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube