Portfolio manager jobs in Tennessee - 503 jobs

Job DescriptionDescription: THE ROLE The Associate Portfolio Manager position within Truxton Wealth is designed to prepare promising investment professionals to be Portfolio Managers. We expect Associate Portfolio Managers to support and assist our team of Portfolio Managers with analytical support, trading and administrative operations, and client presentations and communications. The position will feature a rotation with one-on-one work with each of our Portfolio Managers and regular check-ins to gauge interests and needs. We are looking for self-motivated candidates who display an eagerness to learn, a passion for investments, and a desire to serve our clients. WHAT YOU WILL BE DOING Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth's philosophy and style. Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results Analyzing the portfolios of clients and prospects using custodial statements and various software systems Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements: Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 3+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.) ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Full-time Description THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. As a member of Truxton's Investment Committee, Portfolio Managers evaluate risk and return potential of firm investment strategies. Each Truxton client has a dedicated Portfolio Manager, who writes investment policies appropriate for each client's goals and circumstances and develops a plan to implement those policies. We are looking for leaders with a passion for investments and empathy for client goals and concerns. WHAT YOU WILL BE DOING Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions Delivering analytical support and enhancing internal processes for Wealth's two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc. Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Firm understanding of trust administration, tax and investment management Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 10+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Advanced Degree, JD, or MBA preferred CFA Charter Holder designation preferred ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Our bank client is seeking to fill a Commercial Loan Portfolio Manager role in the Murfreesboro, TN area. This selected candidate will be responsible for independently managing a large Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank's existing clients. This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position). Commercial Loan Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank's marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank's loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Bank's loan policy. Requirements Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor's degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, and time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. Benefits This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position).

Job Description Upfront Disclaimer - we don't have any specific opportunities in mind with this job listing. That said, we're constantly reminded that we never have enough great people working alongside us. And to that end, we have in fact hired several folks who reached out to us via this specific job listing. So if you're interested in learning more about us (and us you), this listing is intended to give you a forum to initiate a conversation. About Us: Mollenhour Gross, LLC is a private holding company with permanent capital based in Knoxville, TN, owned by Jordan Mollenhour and Dustin Gross, who have been business partners since 2004. We own and oversee a diverse portfolio of assets, including wholly-owned subsidiaries, minority investments, commercial real estate, specialty loans, public securities, and more. Our decentralized and autonomous portfolio companies are engaged in a variety of industries, including e-commerce order fulfillment, commercial real estate, hospitality, aerospace parts, software, and more. We have no outside investors, use debt conservatively, and have a long-term investment horizon. We love business and investing - it's our vocation, hobby, and passion all wrapped into one. Our primary activities are to seek, evaluate, invest in, and govern our investments, and to identify, recruit, incentivize, and retain exceptional people to lead, manage, support, and operate them. We aren't inclined towards financial engineering and prefer to solve problems and serve customers. We have a small staff with a wide variety of investments - this requires us to avoid managing subsidiaries, embrace decentralization, and empower autonomy. Life is short, and we only want to work with people we respect, like, and trust. We aspire to surround ourselves with individuals who have high integrity, humility, rationality, discipline, a bias to action, an ownership mindset, and a spirit of continuous improvement. We would love to hear from you if: You have integrity and character beyond reproach. You have a service-oriented mindset. You know how to do things that produce results. You are curious, inquisitive, humble, and eager to learn. You have a track record of running in the direction of hard things. You feel called to do more. If this sounds like something that would energize and fulfill you, then please submit your application, and we'll look forward to the chance to get to know you better through this process. Powered by JazzHR TDGj0sBbVy

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager for a large healthcare client in TN. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestic and international, ranging from 35% to 75% of the time based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events Ability to travel 35% to 75% of the time based on client and company's needs PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience COMPENSATION & BENEFITS: $55,000 to $66,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus Auto allowance #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1509192

←Back to all jobs at MACON BANK & TRUST COMPANY Loan Portfolio Manager (Application MUST be completed for consideration) REQUIREMENTS/QUALIFICATIONS: Education and Experience: Bachelor's degree in Finance, Business Administration or related field preferred. Minimum of 3 years of experience in banking, lending or credit analysis. Strong understanding of loan documentation, compliance and regulatory requirements. OBJECTIVE: Overseeing and managing a portfolio of commercial and consumer loans to ensure compliance with bank policies, regulatory requirements, and risk management standards. This role focuses on maintaining credit quality, monitoring performance and supporting customer relationships to achieve the bank's lending objectives. ESSENTIAL FUNCTIONS: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Portfolio Management: Monitor assigned loan portfolio for performance, risk indicators, and compliance; review loan documentation for accuracy and completeness; track maturities, renewals, and covenant compliance. Risk Assessment: Identify potential credit risks and recommend corrective actions; prepare periodic risk reports for management review. Customer Relationship: Serve as a contact for borrowers within the portfolio; respond to inquiries regarding loan terms, payments, and servicing. Reporting & Analysis: Generate portfolio performance reports and present findings to management; assist in preparing regulatory and internal audit documentation. Preform detailed credit analysis on new and existing borrowers. Assess financial statements, cash flow and collateral adequacy. Prepare credit memos. Collaboration: Work closely with loan officers, processors, and operations staff to ensure smooth servicing; support cross-functional projects related to lending and compliance. Perform all task in accordance with Bank policies, operating procedures, internal and external audit as well as examiners regarding work procedures Provide information for and support to external audits, compliance reviews, loan reviews, and regulatory examinations Participate in bank functions / activities, some of which may be after normal banking hours Other duties and responsibilities as may be assigned Please visit our careers page to see more job opportunities.

This position can sit in our Murfreesboro or Chattanooga office and will need to occasionally commute to Tullahoma/South Central FirstBank branches. The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. Monitor past due information and future maturities, alerting the RMs as needed. Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. Demonstrate an understanding of financial spreads, modeling and monitoring. Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. May assist in the preparation of pitch books for prospective clients. May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. Attend meetings and represent the PM and/or RM teams as needed. Function as part of the RM team as a capable secondary point of contact for commercial clients. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. Ensure source documentation and credit analysis are accurate and timely supported. Possess a sound knowledge of credit policy and its application to credit requests Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education and/or Experience: Bachelor's degree in finance or similar field preferred Experience in banking specifically loan operations, lending or credit Skills and Abilities: Strong verbal and written communications; one-on-one and in team environments Ability to allocate time effectively and independently to prioritize timelines Strong personal organizational and time management skills Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Key Accountabilities Management of investment portfolios: * Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. * Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. * Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. * Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. * Transition non-compliant portfolios to approved strategies. * Manage account liquidity to provide for ongoing cash demands and distributions and risk management. * Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Salary Range The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Relationship management and development: * Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. * Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. * Prepares and presents detailed investment information to clients. * Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. * Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. * Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. * Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. * Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.May provide leadership through interaction and mentoring of other investment associates. * Participate in weekly Portfolio Manager meetings. * Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise * Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. * Accountable for personal execution of initiatives, new capability rollouts, and required training. * Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. * Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. * Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications * Bachelor's degree - Business, finance, economics or relevant degree. * Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. * CFA or other advanced designation such as CPA or CFP * Graduate degree such as MBA or JD preferred * Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) * 10+ years of investment decision making and financial consulting experience working with high net worth clients. * May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. * Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. * Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. * Requires specialized depth and/or breadth of expertise in own job discipline or field. * Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. * Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: * Award-winning culture * Inclusion and diversity as a priority * Performance Based Incentive Plans * Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability * Generous PTO (including paid time to volunteer!) * Up to 9.5% 401(k) employer contribution * Mental health support * Career advancement opportunities * Student loan repayment options * Tuition reimbursement * Flexible work environments * All the benefits listed above are subject to the terms of their individual Plans. And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary: General Summary This position is responsible for production of commercial mortgage loan investments, including origination and underwriting, on a national basis with specific coverage territories as agreed upon with the VP. The incumbent will work closely with legal and other team members, both in terms of underwriting new transactions and monitoring transactions within their portfolio in conjunction with the asset management function. There are no direct reports associated with this position at present, but from time to time this role might include one or more direct reports in the form of a more junior level loan officer and/or analyst; as such, this position could entail helping to train, develop, and mentor such individual(s). Principal Duties and Responsibilities * Generate, analyze, negotiate, structure, and commit commercial mortgage loans * Conduct detailed analysis and underwriting of potential mortgage transactions, specifically including underwriting of the real estate, income/expense stream, borrowing entity, and regional economic and market indicators. * Negotiate pricing to adequately cover the risk, while maximizing the spread * Develop and maintain deep network of correspondents and brokers. * Develop and maintain in-depth understanding of real estate market conditions, financial markets and trends as they relate to commercial mortgage loans. * Contribute information and analysis to aid portfolio timing and strategy relative to commercial mortgage investments. * Work with team members to assure data integrity in system on new deals * Prepare written analysis of proposed investments for review with management and present to Private Asset Committee. * Work with internal and external legal counsel on the structure of proposed and committed transactions, terms of loan documents and closing requirements. * Perform regional asset management for existing investments, including inspections, evaluations and review of risk ratings. * Work with AVP and team to monitor and manage loan portfolio and make recommendations with respect to modifications or amendment requests. Job Specifications * BA in business, real estate, finance, economics, or related field required. Advanced degree or certification in related field, such as MBA, CFA, CPA, or JD preferred * 10 years minimum work experience in commercial mortgage lending; solid knowledge of real estate finance, valuation and credit analysis, as well as real estate documentation * Computer skills, including Word, Excel; ability to learn new software * Strong negotiation skills * Ability to work independently within a team-oriented environment * Ability to travel regularly to meet with borrowers and review real estate * Solid written and verbal communication skills #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $109,100.00-$224,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions * Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company * Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others * Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area * Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership Required Qualifications: * 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B * Credit authority experience * Strong partnership within internal and external partners * Completion of a formal credit training program * Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management * Experience developing and maintaining external and internal partnerships * Experience in swiftly adopting and executing change management to enable business growth * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills * Bachelor's degree in accounting, finance, or business Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Ability to travel up to 10% of the time * May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards #commercialbanking Location: * 550 S Tryon Rd., Charlotte, NC * 1699 Coral Way, Miami, FL * 8901 Six Forks Rd., Raleigh, NC * 171 17th St NW Bldg. 100, Atlanta, GA * 1712 West End Ave, Nashville, TN U.S. only - Pay Range: Charlotte, NC/Miami, FL/Raleigh, NC/Atlanta, GA/Nashville, TN: $159,000 - $254,000 USD annually (this range may not be applicable to other locations) Posting End Date: 16 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.

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

Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities * Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model * Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics * Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals * Assist in the creation and editing of "state of the market" presentations given at national conferences and in private client meetings * Conduct transaction coordination and due diligence coordination for the Investment Sales team * Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval * Contact interested parties to remind them of missing documents * Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal * Monitor and assess the progress of sales so that important deadlines are met and contingencies are released * Provide preliminary audits of files for management review * Perform other duties as assigned * Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday Education and Experience * Bachelor's degree (Finance and/or Real Estate concentration preferred) * 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities * Client relationship management skills * Excellent attention to detail and organizational skills * Ability to accurately and productively handle multiple tasks during time sensitive situations * Ability and willingness to work extended hours or weekends to meet deadlines when appropriate * Excellent financial modeling skills including thorough knowledge of Excel * Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed * Advanced written and oral communication skills * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Develops overall team asset strategy and criteria for system evaluation, ranking, and prioritization of asset stratification. Seeking contractors to join **** Transmission Asset Performance Center (APC) team, part of the Asset Management organization. Position(s) Information Overview: Working with instrumentation, communication protocols, data stores;and working with data, analytics, reporting systems in support of equipment condition monitoring keywords: Instrumentation and controls, electric power transmission equipment installation commissioning maintenance testing troubleshooting, condition based maintenance, predictive maintenance, condition monitoring, online monitoring, technology integration, Modbus, DNP, PI, Historian Database, Integration, Business Analysis, Advanced Analytics, Artificial Intelligence, Machine Learning, Reporting, Software Development, Programming, Coding, PowerBI, Python, SQL Team Background The Transmission Asset Performance Center (APC) helps reduce risks from aging equipment with improved planning, better maintenance, and early problem detection. It brings together data from inspections, tests, and new sensors into advanced analytics models to monitor equipment health. This helps *** make decisions about when to repair or replace equipment, and focus work where it's needed most. The APC also spots early warning signs and initiates action before small issues become big problems.

Full-time Description THE ROLE The Associate Portfolio Manager position within Truxton Wealth is designed to prepare promising investment professionals to be Portfolio Managers. We expect Associate Portfolio Managers to support and assist our team of Portfolio Managers with analytical support, trading and administrative operations, and client presentations and communications. The position will feature a rotation with one-on-one work with each of our Portfolio Managers and regular check-ins to gauge interests and needs. We are looking for self-motivated candidates who display an eagerness to learn, a passion for investments, and a desire to serve our clients. WHAT YOU WILL BE DOING Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth's philosophy and style. Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results Analyzing the portfolios of clients and prospects using custodial statements and various software systems Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 3+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.) ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Upfront Disclaimer - we don't have any specific opportunities in mind with this job listing. That said, we're constantly reminded that we never have enough great people working alongside us. And to that end, we have in fact hired several folks who reached out to us via this specific job listing. So if you're interested in learning more about us (and us you), this listing is intended to give you a forum to initiate a conversation. About Us: Mollenhour Gross, LLC is a private holding company with permanent capital based in Knoxville, TN, owned by Jordan Mollenhour and Dustin Gross, who have been business partners since 2004. We own and oversee a diverse portfolio of assets, including wholly-owned subsidiaries, minority investments, commercial real estate, specialty loans, public securities, and more. Our decentralized and autonomous portfolio companies are engaged in a variety of industries, including e-commerce order fulfillment, commercial real estate, hospitality, aerospace parts, software, and more. We have no outside investors, use debt conservatively, and have a long-term investment horizon. We love business and investing - it's our vocation, hobby, and passion all wrapped into one. Our primary activities are to seek, evaluate, invest in, and govern our investments, and to identify, recruit, incentivize, and retain exceptional people to lead, manage, support, and operate them. We aren't inclined towards financial engineering and prefer to solve problems and serve customers. We have a small staff with a wide variety of investments - this requires us to avoid managing subsidiaries, embrace decentralization, and empower autonomy. Life is short, and we only want to work with people we respect, like, and trust. We aspire to surround ourselves with individuals who have high integrity, humility, rationality, discipline, a bias to action, an ownership mindset, and a spirit of continuous improvement. We would love to hear from you if: You have integrity and character beyond reproach. You have a service-oriented mindset. You know how to do things that produce results. You are curious, inquisitive, humble, and eager to learn. You have a track record of running in the direction of hard things. You feel called to do more. If this sounds like something that would energize and fulfill you, then please submit your application, and we'll look forward to the chance to get to know you better through this process.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager for a large healthcare client in TN. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestic and international, ranging from 35% to 75% of the time based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events Ability to travel 35% to 75% of the time based on client and company's needs PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience COMPENSATION & BENEFITS: $55,000 to $66,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus Auto allowance #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1509192

**About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions + Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company + Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others + Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area + Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B + Credit authority experience + Strong partnership within internal and external partners + Completion of a formal credit training program + Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management + Experience developing and maintaining external and internal partnerships + Experience in swiftly adopting and executing change management to enable business growth + Experience identifying and mitigating risk, ensuring compliance with processes and procedures + Excellent verbal, written, and interpersonal communication skills + Bachelor's degree in accounting, finance, or business **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Ability to travel up to 10% of the time + May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards \#commercialbanking **Location:** + 550 S Tryon Rd., Charlotte, NC + 1699 Coral Way, Miami, FL + 8901 Six Forks Rd., Raleigh, NC + 171 17th St NW Bldg. 100, Atlanta, GA + 1712 West End Ave, Nashville, TN **U.S. only - Pay Range:** Charlotte, NC/Miami, FL/Raleigh, NC/Atlanta, GA/Nashville, TN: $159,000 - $254,000 USD annually (this range may not be applicable to other locations) **Posting End Date:** 16 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. **Req Number:** R-512640

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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings Conduct transaction coordination and due diligence coordination for the Investment Sales team Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval Contact interested parties to remind them of missing documents Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal Monitor and assess the progress of sales so that important deadlines are met and contingencies are released Provide preliminary audits of files for management review Perform other duties as assigned Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday Education and Experience Bachelor's degree (Finance and/or Real Estate concentration preferred) 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities Client relationship management skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability and willingness to work extended hours or weekends to meet deadlines when appropriate Excellent financial modeling skills including thorough knowledge of Excel Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed Advanced written and oral communication skills Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back - volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.