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Manager, Technology Risk Oversight
Capital One 4.7
Portfolio manager job in Norfolk, VA
Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity, reliability, and managing technology risk.
The Technology Risk Management (TRM) is a growing organization focused on providing expert advice, credible challenge, and effective oversight of information security and technology activities to identify, assess, control, and manage cyber and technology risk throughout the company. This organization plays a critical role in helping to ensure that the company's risk-taking entities are aware of the risks inherent in their activities and decisions, the impact of their actions on the company at an enterprise level, and opportunities to reduce, mitigate, or avoid risks altogether. Associates within the Technology Risk Management organization are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to provide value-added recommendations and deliver high-impact results in their areas of expertise.
As a Manager, Technology Risk Oversight, you will play a key role in the review, risk identification, risk assessment, reporting, and effective challenge of technology processes, capabilities, and architecture including but not limited to enterprise technology initiatives, cloud services, architectural patterns and capabilities, as well as other areas of high risk technology changes. As part of the second line of defense, this position will also collaborate closely with associates in first line Cyber, Technology, the Lines of Business, as well as other second line of defense risk management offices to perform and support evaluations of the effectiveness of the firm's controls infrastructure and offer independent advice and recommendations regarding ways to further mature the firm's cyber risk management capabilities.
As a member of a growing organization, you will have the opportunity to shape and further refine your portfolio commensurate with the priorities of the organization and the firm. The position affords opportunities for substantial growth. The demands and high-visibility nature of this position require an expert with a proven ability to work independently in a fast-paced environment and who can begin contributing immediately.
Essential Functions (Responsibilities):
Play a lead role in identifying areas of Technology Change risk to provide oversight, analysis, effective challenge, and risk-informed recommendations and expertise
Independently drive the organization's participation in assessing Technology Changes by reviewing all aspects of changes (e.g. threat scenarios, applicable controls, risk mitigating, scope, rollout plans, etc..) focusing on Technology Risks related to technical implementation, controls, testing, and architecture concepts
Provide technical assessments of Capital One's Technology Changes and Change Management Processes to identify identify, assess, and communicate Technology and Cyber risk
Draft assessments for senior management and other stakeholders, to include regulatory agencies and the Board of Directors, as needed
Stay current on emerging cyber threats and potential implications to the firm
Collaborate effectively with colleagues, stakeholders, and leaders across multiple organizations to achieve objectives
Basic Qualifications:
A Bachelor's degree or military experience
At least 5 years of experience in information security, information technology or cybersecurity
At least 2 years experience with public cloud implementations
Preferred Qualifications:
Professional technology or security management certification (Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), AWS certification)
2+ years experience working in a hybrid IT environment that includes both traditional on-premises data centers and public cloud infrastructure (e.g., AWS, Azure, Google Cloud).
2+ years experience in a second-line or oversight role at a financial institution or regulatory agency
2+ years experience with implementation of control frameworks (NIST Cybersecurity Framework, NIST 800-53, CIS Top 20, ISO, COBIT)
2+ years of experience drafting reports or analytic assessments
2+ years of consulting experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is Hybrid, with associates expected to consistently spend three days per week in the office
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $197,300 - $225,100 for Manager, Cyber TechnicalRichmond, VA: $179,400 - $204,700 for Manager, Cyber TechnicalNew York, NY: $215,200 - $245,600 for Manager, Cyber TechnicalRiverwoods, IL: $179,400 - $204,700 for Manager, Cyber Technical
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$215.2k-245.6k yearly 2d ago
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Commercial Portfolio Manager II
Towne Family of Companies
Portfolio manager job in Norfolk, VA
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 portfoliomanagement 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 a minimum of 3-7 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.
$79k-141k yearly est. 4d ago
Commercial Portfolio Manager II
Towne Bank 3.9
Portfolio manager job in Norfolk, VA
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 portfoliomanagement 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 a minimum of 3-7 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.
$85k-157k yearly est. 4d ago
Portfolio Manager
KPMG 4.8
Portfolio manager job in Virginia Beach, VA
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, PortfolioManagement to join our Digital Nexus organization. This is a hybrid work opportunity.
Responsibilities:
* Build and maintain a portfoliomanagement framework that aligns with the organization's strategic goals and objectives; work closely with the Client Success Director to identify and prioritize technology programs and projects that support the clients' goals and objectives
* Collaborate with business stakeholders to understand their portfolio needs and translate them into improvements in the portfolio and program management methodology; provide guidance and support to project team members; conduct quarterly and annual planning with the business stakeholders to schedule and prioritize their program and project needs
* Monitor and report on the progress of technology programs and projects within the portfolio, ensuring they are delivered on time, within budget, and to the required quality standards; help to manage the portfolio budget, ensuring that resources are allocated effectively and efficiently; track value realization for our clients
* Develop and maintain relationships with key stakeholders, including business leaders, project sponsors, and technology vendors; identify and manage risks and issues within the portfolio, ensuring that appropriate mitigation strategies are in place
* Communicate program status and risks to stakeholders and senior management, highlighting any areas of concern or opportunity for improvement; collaborate with program and project managers and support resources to ensure timely updates are available; own and be accountable to prioritize and complete deliverables to meet the standards of senior leadership
* Provide governance and management of the intake pipeline and act as primary partner for the Customer Success Directors to capture, structure, align and plan business intake and match this intake with the IT supply functions' capacity; ensure consistent capturing and prioritization of the demand towards IT and regular alignment and prioritization of demand; drive quarterly and annual planning with the clients, in conjunction with the Client Success Directors
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent experience in portfoliomanagement in a technology environment
* Bachelor's degree from an accredited college or university in technology, business, finance or related field is preferred; minimum of a high school diploma or GED is required
* Deep understanding of project management methodologies and tools; excellent influencing, negotiation, communication and stakeholder management skills; able to work collaboratively with cross-functional teams and manage multiple priorities
* Possess a service-oriented mindset with the ability to see the customer's point of view; strong analytical and problem-solving skills; solid experience with ServiceNow Strategic PortfolioManagement (SPM), PowerBI, and Excel
* Experience with AI and prompt engineering preferred; Experience with ServiceNow Strategic PortfolioManagement (SPM) is preferred
* Must be able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork; Ability to work independently and as part of a team
* Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managingportfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
+ PortfolioManagement: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
+ Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
+ Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, PortfolioManagement teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
+ Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
+ Problem Complexity: Complex. PortfolioManager & Underwriters will be responsible for underwriting and management of significant client exposure.
+ Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
+ Mastery level proficiency with MS Office Desktop applications.
+ Strong interpersonal skills and solid written/verbal communication are essential.
+ Sound credit skills essential.
+ Must have strong attention to detail.
+ Ability to prioritize workflow and multi-task in a fast-paced environment.
**Preferred Qualifications:**
+ Has successfully held similar role with commercial financial institution or like experience.
+ Industry or sub-sector expertise.
+ Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
\#Norfolk #RichmondVA #VirginiaBeach
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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$80k-138k yearly est. 60d+ ago
Business Portfolio Manager
1St. Advantage Federal Credit Union 3.9
Portfolio manager job in Yorktown, VA
Yorktown, VA 1st Advantage Federal Credit Union is currently seeking a full-time Business PortfolioManager to support our Business Services Department. Scheduled hours will be 40 hours per week between the hours of 8:30 a.m. to 5:00 p.m. Monday through Friday.
The Business PortfolioManager is responsible for managing the credit union's portfolio of business loans, monitoring financial performance, assessing risk, and maintaining strong relationships with borrowers. The role involves occasional underwriting and collaborating with other department colleagues to ensure the ongoing health of the loan portfolio. The PortfolioManager will handle all aspects of the portfolio including annual reviews, stress testing, and monitoring and Watch reporting. This position requires a strong understanding of financial analysis, credit risk management, and loan documentation, as well as the ability to navigate complex client relationships.
1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.
We offer market competitive compensation and a generous benefit package:
* Dollar-for-dollar matching 401(k) plan to 4% of earnings.
* Choice of three medical plans
* Flexible Spending Accounts
* Health Savings Accounts
* Choice of two Dental plans
* Vision
* Basic Life & AD/D Insurance - no cost
* Optional additional life insurance for colleagues, spouses, and children
* Long-term Disability Insurance - no cost
* Short-term Disability Insurance - no cost
* Employee Assistance Program - no cost
* Critical Illness, Accident, and Hospital Indemnity Plans
* Generous paid time off accrual program
* 11 Paid holidays
* Pre-paid legal services
* Pet Insurance
* Discounts on consumer loans and mortgages, increases on savings products, and much more!
To be considered for this opportunity, please submit your fully completed application and resume through our website.
See below for full .
Business PortfolioManager Essential Functions & Responsibilities
* PortfolioManagement: Oversee and manage the credit union's business loan portfolio ensuring compliance with the credit union's lending policies and procedures. Conduct regular reviews of loans and borrower financials to assess the risk profile, credit quality, and performance. Monitor loan covenant compliance and identify potential issues before they impact loan performance. Manage loan renewals, modifications, and extensions in coordination with the underwriter and other department colleagues as needed.
* Risk Management: Evaluate and analyze financial statements, cash flows, and market trends to assess the financial health of borrowers. Identify and mitigate risks within the business loan portfolio by developing strategies to minimize potential defaults or losses. Ensure that risk ratings are updated in a timely and accurate manner.
* Client Relationship Management: Serve as the primary point of contact for addressing any concerns within the business loan portfolio. Collaborate with the loan officers to deepen client relationships and identify cross-selling opportunities. Facilitate client communication regarding loan terms, covenants, or changes in financial conditions.
* Loan Structuring & Documentation: Assist in structuring new loan deals or renewals by providing insight into borrower needs and risk mitigation strategies. Assist department colleagues with ensuring all loan documentation is accurate, complete, and compliant with internal and regulatory requirements. Coordinate with department colleagues to resolve any issues related to loan documentation or collateral.
* Regulatory Compliance: Ensure adherence to all regulatory requirements and internal policies, including lending limits, credit risk guidelines, and documentation standards. Stay current with changes in industry regulations that could impact the loan portfolio.
* Perform other duties as assigned.
Performance Measurements:
* Effectively and timely perform loan reviews.
* Prepare reports in a timely manner for Senior Management.
* Effectively work in a team setting with fellow department colleagues to creatively structure and give the department the best chance to win deals.
* Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.
Knowledge and Skills:
Experience Three plus years of experience in commercial lending, credit analysis, or portfoliomanagement.
Education Bachelor's degree in Finance, Accounting, Business, or related experience.
Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills Strong financial analysis and risk assessment skills, with proficiency in interpreting financial statements and cash flows. Knowledge of loan structuring, underwriting processes, and credit risk management. Excellent communication, negotiation, and relationship management skills. Ability to work collaboratively with internal teams, such as underwriters, loan officers, and other departments.
Analytical thinking and problem-solving skills. Strong organizational skills and attention to detail. Ability to manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and loan management systems.
Physical Requirements
Talking - Effective verbal communication to convey and acknowledge receiving detailed or important instructions, accurately, loudly, or quickly.
Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively.
Finger Dexterity - Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together to use office equipment such as phones, computers, scanners, and other office machinery.
Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities - Visual acuity necessary to read small print, read printed and electronic instructions, read email and computer screens, and operate machinery. Able to distinguish between various lights and colors.
Physical Strength - Lifting and carry equipment, ladders, and office machines to facilitate maintenance and infrastructure. Sitting at a desk or workstation during work hours. Exerts up to 50 lbs. of force occasionally and required to lift up to 50 lbs. Good physical health and fitness level to allow for occasional lifting, climbing, and manual labor
Ability To Operate a Motor Vehicle - Ability to operate a motor vehicle (including a truck or van) with no restrictions. Employee must maintain a valid active license and insurance policy.
Reaching and Stretching - Reaching and stretching, above and below the shoulders, able to connect wiring, cables, and work at heights and outside.
Bending - Bending, stooping, squatting, and able to reach hardware components, cables, and other infrastructure elements in confined spaces. Able to work on the floor and on a ladder.
Work Environment Standard office work environment.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Requirements: Offers of employment are contingent on a satisfactory criminal background and credit history check.
EOE/M/F/Disability/Vet
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$36k-55k yearly est. 12d ago
Senior Asset Manager
QED Systems Inc. 4.6
Portfolio manager job in Virginia Beach, VA
Job Title: Senior Asset Manager
Job Category: Management
Job Status: Full-time, Non-Exempt
Job Description: Will serve as a Senior Asset Manager for the U.S. Navy Small Boat Waterfront Operations facility located at Naval Base Norfolk. The Senior Asset Manager will be responsible for managing the maintenance and repair of assets including small boats, forklifts, trailers, and vehicles.
Required Education: High School diploma or GED equivalent.
Desired Certifications: Possess and maintain a Project Management Professional (PMP) Certification.
Required Experience: A minimum of five (5) years of experience in managing the operational status of assets and the repairs including two or more of the following:
Tracking and scheduling preventative maintenance.
Tracking operational status of all major systems on board small watercraft or forklifts or vehicles.
Conducting inspections of small watercraft or forklifts or vehicles to identify needed repairs.
Tracking status of open repair items on assets.
Experience in Microsoft office suite or similar programs.
Desired Experience: Two (2) years of experience managing personnel under a contracted effort for a client valued at $500K or more per year.
Security Clearance/Naval Facility Access: U.S. citizenship required. Must be able to meet and maintain eligibility for U.S. Secret Clearance and/or be able to access military facilities.
Q.E.D. offers competitive benefits including Paid Leave, Medical, Dental, Vision, Short/Long Term Disability, 401(k) retirement plan, Basic Life Insurance, supplemental insurance, and Employee Assistance Program.
Job Contact information: Email, Phone number, Fax - Please send resume to Q.E.D. Systems, Inc. Attention: Robert Council ********************** ************ Ext 5477
EOE, including disability and veterans.
$75k-101k yearly est. Easy Apply 20d ago
Analyst or Asset Manager logistics, card purchase, fleet, fuel with federal experience
Mapjects.com
Portfolio manager job in Chesapeake, VA
Email WORD resume and contact to ***************** or ****************** US citizens or ( Green Card / H1 with at least 5 yrs continuous US history)
Compensation is very competitive, and commensurate with experience, loc VA/DC
Corp 2 Corp, 1099, or W2 (please email your expectations, and availability to start)
Job Description
Experience in governmental FLEET fuel card operations and enterprise petroleum purchase help desk/call center
Demonstrated experience in fuel card user training and qualification analysis
Demonstrated performance in performing DLA Energy Global Asset Manager tasks
Ability to improvise and work independently
Additional Information
please email word copy of resume to
ensure it has your
contact information, and phone number to reach you.
*****************
or
******************
$76k-114k yearly est. Easy Apply 23h ago
Senior Investor Relations Analyst
Smithfield Foods, Inc. 4.2
Portfolio manager job in Smithfield, VA
If you are currently employed at Smithfield, please log into Workday and submit your application through the Jobs Hub. A great job-and a great future-awaits you at Smithfield Foods. We are an American food company with a leading position in packaged meats and fresh pork products. We're looking for motivated people who want to join our team and grow lasting and meaningful careers with us. Apply Now!
THE VALUE YOU'LL BRING:
The position summary states the general nature and purpose of the job. Overall accountabilities are defined in this section.
The Senior Analyst, Investor Relations will play a key role in supporting the Vice President of Investor Relations in executing Smithfield's strategy to maximize shareholder value. This individual will focus on managing and optimizing critical investor relations functions, including the quarterly analytics package, sell-side consensus model, the Investor Relations website, and the investor database. The ideal candidate will be a detail-oriented, data-driven professional with strong financial acumen, excellent communication skills, and the ability to work cross-functionally to support investor engagement and strategic decision-making.
WHAT YOU'LL DO:
The below statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. May perform other duties as assigned.
* Quarterly Reporting and Analytics: Manage the quarterly analytics package, working closely with Financial Planning & Analysis (FP&A), Financial Reporting, and other teams to ensure the timely preparation of conference call scripts, results releases, and Q&A materials. Ensure all materials are data-driven, accurate, and consistent with company messaging.
* Consensus Analyst Model: Maintain and update the sell-side analyst consensus vs. internal model to provide market expectations to management. Monitor analyst reports and consensus estimates, analyzing trends, providing actionable insights, and highlighting discrepancies for senior leadership.
* Investor Relations Website: Oversee the content creation and maintenance of Smithfield's Investor Relations website. Ensure that the site is up to date with relevant content, including quarterly earnings releases, presentations, and key company updates. Manage the relationship with the website provider to ensure functionality and accuracy.
* Investor Database Management: Manage the Investor Relations contact management database, ensuring all investor interactions and touchpoints are accurately recorded and maintained. Ensure timely follow-up and the upkeep of key investor information for outreach and relationship-building efforts.
* Investor Communication and Messaging: Develop and update messaging for investor communications, including press releases, earnings calls scripts, Q&A, and strategic talking points. Ensure alignment with corporate strategy and market expectations.
* Investor Outreach and Engagement: Support the development and execution of targeted investor outreach strategies. Track ownership trends, stock performance, and investor sentiment to guide the company's outreach efforts.
* Data-Driven Insights: Provide actionable insights based on data analysis, including benchmarking peer reporting, financial metrics and KPIs, and assist senior leadership in strategic decision-making.
* Event Management: Manage the planning and execution of key Investor Relations events, including quarterly earnings calls, the Annual Meeting, and investor conferences, ensuring all events align with the company's investor relations strategy.
* Internal Collaboration: Work cross-functionally with senior leadership and key internal teams to ensure consistent communication, transparency, and alignment in investor messaging.
* Administrative Support: Manage the IR shared inbox, department budget, vendor relationships, and record-keeping, ensuring smooth operations within the Investor Relations function.
WHAT WE'RE SEEKING:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals to perform the essential functions.
* Bachelor's Degree from an accredited four-year college or university in Accounting, Finance or related field and 5+ years of relevant experience, preferably in a corporate environment; or equivalent combination of education and experience, required.
* Strong experience in investor relations, financial analysis, performance reporting, or a related role, with an emphasis on financial modeling, quarterly reporting, and investor communications.
* Strong financial modeling and analytics experience.
* Exceptional written and oral communication skills with strong attention to detail.
* Demonstrated ability to collaborate cross-functionally and work with senior leaders to deliver results.
* High degree of integrity, professionalism, and the ability to maintain confidentiality.
* Advanced proficiency in Microsoft Word, Excel, and PowerPoint, with an emphasis on Excel for financial modeling and analytics.
OTHER SKILLS THAT MAKE YOU STAND OUT:
* Experience in the food/consumer staples industry is preferred.
PHYSICAL DEMANDS & WORK ENVIRONMENT:
The physical demands described here are representative of those an employee should possess to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* You are required to be in the office five days a week.
* Some travel required.
Relocation Package Available
Yes
EEO Information
Smithfield is an equal opportunity employer committed to workplace diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, protected veterans status, status as a disabled individual or any other protected group status or non-job characteristic as directed by law.
If you are an individual with a disability and would like to request a reasonable accommodation for any part of the employment selection process, please call us at ************.
$92k-133k yearly est. Auto-Apply 36d ago
Risk Manager
Rivers Casino 3.3
Portfolio manager job in Portsmouth, VA
Serves as the primary risk management leader responsible for reviewing, assessing, developing, and executing all policies and protocols related to risk, insurance, and safety programs for Rivers Casino Portsmouth. Oversees workers' compensation, OSHA compliance, loss mitigation, recovery actions, and business continuity while providing operational oversight and strategic guidance.
Duties/Responsibilities:
* Partners closely with leadership and cross-functional teams to ensure proactive risk prevention and a strong culture of safety and regulatory compliance.
* Manages real-time incidents and long-term programs with sound judgment, clear communication, and professionalism.
* Continuously evaluates processes, recommends improvements, and implements enhancements that protect the property, employees, guests, and company assets in a fast-paced, highly regulated environment.
* Reviews, documents, investigates, and resolves guest, vendor, and Team Member incidents.
* Communicates promptly, professionally, and empathetically.
* Handles matters with sensitive and/or confidential information in a professional manner.
* Administers the Complimentary Privileges Program in accordance with the approved Compensation Matrix.
* Maintains a current, working knowledge of all applicable Federal, State, and local safety and risk regulations, including OSHA standards.
* Develops and maintains the Written Workplace Safety Program ensuring compliance with all OSHA standards and regulations to ensure full regulatory compliance and operational safety readiness.
* Maintains all required OSHA recordkeeping relating to Workers Compensation injuries/illnesses.
* Conducts regular audits of all outstanding workers' compensation claims and follows up to ensure the claims are properly administered to ensure accuracy, compliance, and timely closure.
* Leads the property Safety Committee and coordinates the meetings, department representation, and follow-up actions.
* Develops and facilitates the company safety training programs, including new-hire orientation.
* Develops, implements, and continuously improves safety procedures, focusing on accident prevention.
* Monitors and aligns other departmental policies and procedures with safety and compliance requirements.
* Maintains claim files on all Property and Casualty claims. Coordinates with insurers and brokers.
* Serves as liaison between Rivers Casino Portsmouth and the company's third-party administrator (TPA), ensuring timely claim submission, tracking, and resolution of all claims.
* Reviews and ensures accuracy of invoices and other documentation from the third-party administrator and/or insurance companies related to Rivers Casino Portsmouth's business.
* Manage the subpoena log and respond to requests for information.
* Advise the General Counsel and senior leadership on emerging risk issues, loss trends, and mitigation strategies.
* Assist in business continuity planning and recovery preparedness.
* Serve as the primary contact for outside entities related to fire, safety or other inspections (except for F&B health department inspections or PLCB/liquor inspections).
* All other duties as assigned.
Minimum Education and Experience Requirements:
* High School diploma or equivalent required.
* Bachelor's degree preferred; equivalent combination of education and experience considered.
* Minimum 3-5 years' risk management and 3-5 years' multi-line claims handling and insurance program administration experience preferred.
Certifications, Licenses, and/or Registrations:
* Ability to obtain and maintain license as required by jurisdiction(s).
Knowledge, Skills, and Abilities:
* Must have the ability to remain professional and tolerate stress related to servicing public guests in a high-pressure environment, including on the Casino gaming floor.
* Must be able to work in a fast-paced environment with quick deadlines, multiple demands and the constantly shifting needs of very busy operating departments.
* Must be able to constantly and accurately communicate effectively and politely in spoken and written English with Team Members and Guests.
* Must be able to traverse through the Casino to review safety issues and procedures.
* Strong analytical and problem-solving skills with a practical, detail-oriented approach.
* A detail-oriented professional comfortable working in a fast-paced, highly regulated environment who can manage real-time incidents and long-term risk programs without losing their composure or sense of humor.
* Demonstrated ability to work independently and manage complex workloads.
* Must have knowledge of Virginia Workers Compensation law and OSHA requirements.
* Knowledge of insurance policy structures, coverage analysis, and claims negotiation preferred.
* Excellent verbal and written communication skills.
* Excellent organizational, analytical and project management skills, with particular attention to quality and detail.
* Knowledge and experience in management/supervision.
* Excellent interpersonal skills, and the ability to work effectively with all levels of the organization.
* Independent self-starter with strong ownership and accountability.
* Strategic thinker with the ability to translate risk data into actionable insights.
* Ability to analyze data, understand trends, and develop recommendations for action based on the analysis.
* Must be able to operate and have knowledge of various computer programs particularly Microsoft Suite and Google Suite.
Physical Requirements:
* Regularly required to walk, stand, and/or sit for extended periods of time.
* Must occasionally lift and/or move up to 30 pounds.
* Frequently required to see, talk and hear, use fine motor skills including keyboarding, use of hand controls, use of hands to finger, handle or feel.
* Able to interact with others while maintaining a positive and courteous demeanor.
* Prolonged computer or other use of screens.
* Flexibility for non-standard hours as operational needs require, including holidays.
* Ability to work in an environment with noise, smoke and flashing lights.
$71k-131k yearly est. 18d ago
Branch Manager
Rexel 3.9
Portfolio manager job in Chesapeake, VA
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
Job Description
We are looking for a Branch Manager to join our Rexel team in Chesapeake, VA!
Summary:
The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results.
What You'll Do:
* Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption
* Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed
* Ensure branch personnel have the tools necessary to achieve highest levels of sales potential
* Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets
* Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls
* Remain knowledgeable and current about markets served, customers, vendors, and competitors
* Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff
* Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained
* Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals
* May fill in for branch and warehouse roles and makes deliveries as needed
* Perform other duties as assigned
Qualifications
* Valid Driver's License
* High School or GED - Required
* 4 Year / Bachelor's Degree - Preferred
* Knowledge and experience in inventory control and warehouse operations
* Ability to manage P&Ls preferred
* Ability to develop and implement sales strategies
* Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills
* Excellent written, verbal, interpersonal, and presentation skills are required
* Strong negotiation and interpersonal skills
* Experience with Microsoft Office and ERP system such as Solar Eclipse
* Ability to develop and coach a team
Additional Information
Physical Demands:
* Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
* Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
* Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
* Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
* Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
* Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
* Up to 10 pounds - Constantly - at least 51%
* Up to 25 pounds - Frequently - 21% to 50%
* Up to 50 pounds - Occasionally - up to 20%
Working Environment:
* Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20%
* Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
* Handles or works with potentially dangerous equipment - Occasionally - up to 20%
* Travels to offsite locations - Occasionally - up to 20%
Disclaimer:
"Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law."
#CATW
Our Benefits Include:
* Medical, Dental, and Vision Insurance
* Life Insurance
* Short-Term and Long-Term Disability Insurance
* 401K with Employer Match
* Paid vacation and sick time
* Paid company holidays plus flexible personal days per year
* Tuition Reimbursement
* Health & Wellness Programs
* Flexible Spending Accounts
* HSA Accounts
* Commuter Transit Benefits
* Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
* Employee Discount Programs
* Professional Training & Development Programs
* Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
$48k-60k yearly est. 53d ago
Tax Senior Manager
Northpoint Search Group 4.0
Portfolio manager job in Virginia Beach, VA
Tax Senior Manager - Virginia Beach, VA Who: An accomplished CPA with at least seven years of public accounting experience and two or more years in a managerial role. What: Leads complex tax compliance and planning engagements, manages high-net-worth and partnership clients, oversees staff development, and serves as the primary client contact while identifying tax issues and planning opportunities.
When: Full-time hybrid position available immediately.
Where: Virginia Beach, Virginia, with 2-3 days per week in office.
Why: To support and grow the Virginia Beach tax practice by providing expert leadership, superior client service, and technical excellence across diverse middle-market industries.
Office Environment: A collaborative, inclusive, growth-focused culture that values integrity, innovation, and work-life balance.
Salary: Competitive compensation aligned with experience, including a comprehensive total rewards package.
Position Overview:
The Senior Tax Manager oversees tax compliance and advisory services for middle-market clients across industries such as manufacturing, real estate, construction, and professional services. This role includes reviewing complex individual and partnership returns, providing estate, gift, and trust planning support, leading teams at all levels, and managing client relationships with a focus on technical excellence and superior service. The ideal candidate is a proactive leader with strong technical skills and the ability to thrive in a fast-paced environment.
Key Responsibilities:
- Manage and review complex individual, partnership, C-Corp, S-Corp, and LLC tax engagements.
- Support high-net-worth clients with estate, gift, and trust tax planning and compliance.
- Identify tax issues, business risks, and planning opportunities for diverse client groups.
- Lead, mentor, and develop tax staff, seniors, and managers.
- Communicate effectively with clients while overseeing workflows, deadlines, and deliverables.
- Utilize strong project management and analytical skills to ensure exceptional engagement execution.
Qualifications:
- Bachelor's degree in Accounting (Master's preferred).
- Active CPA license required.
- Minimum 7 years of public accounting experience with 2+ years in management.
- Strong background in C and S corporations, partnerships, and LLC taxation.
- Experience with pass-through entity taxation required.
- Preferred experience includes entity structuring, operating agreement review, allocations, partner transactions, and partnership compliance.
- Experience with complex individual, estate, and gift tax planning is a plus.
- Strong understanding of client industries and operations.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
$76k-109k yearly est. Auto-Apply 15d ago
Freight Bill Audit Manager (Implementation and Transition)
Infinity International Processing Services 3.9
Portfolio manager job in Newport News, VA
For the past 18+ years Infinity has been providing specialized back-office related services to the Freight Payment, NVOCC, 3PL companies providing them ‘End to End' Back-office support, Processing over 1 million paper invoices/month, Data Entry,
Freight Bill auditing,
Rate Entry and Mail room services
.
Our leadership team has an average of 20+ year experience and our staff has an average of 7+ years of experience.
Job Description
Primary position responsibilities:
Manage team of freight bill analysts and ensure that the accounts are handled efficiently and quality of processing
Comfortable in travelling to client's office to learn their process; document their specifications or scope of work. Should be able to perform test and meet client's expectations.
Should be willing to travel overseas to conduct training and transition of the process.
Develop and maintain auditing procedures for all assigned accounts.
Research, resolve discrepancies and review documents for accuracy and completeness
Perform special projects assigned by management.
Ability to identify changes and other enhancements which will improve the overall efficiency and quality of processing.
Qualifications
Knowledge and minimum requirements:
Team player with good communications skills to interact effectively with internal and external individuals
Thorough understanding of various carrier pricing, tariff and contract rate application.
Fundamental knowledge of automated rating systems.
Good analytical skills and the ability to perform with no supervision.
Self-driven and must possess the ability to prioritize multiple responsibilities
Min five years' experience with freight audits.
Additional Information
***************************************
(Job Purpose)** _- Major purpose and functions of the position._ This role is responsible for providing financial oversight for all store operations related expenses with the exception of store payroll. Role will be responsible for the monthly financial close process which will require creating expense management dashboards, creating journal entries, and analysis of monthly closing reports. This position will also prepare various ad hoc, weekly, monthly and quarterly analyses as deemed appropriate by leadership to include producing and analyzing financial statements. This position will participate in the annual budget preparation for areas of responsibility and support leadership with all strategic projects and initiatives. This position will serve as a Store Operations SME on all expenses relating to P&L budget line initiatives in Store Operations. Take ownership of the financial results of both the organization and senior management team by providing input and guidance for decision making.
**Principal Duties and Responsibilities** _- Primary responsibilities listed in order of importance_
+ Prepare, Review, Analyze, Comment on all financial information related to Stores and Store Ops - journal entries, monthly close, account reconciliations, monthly forecast, annual budget planning
+ Serve as Store Operations Subject Matter Expert for all financial related questions and support for Store Ops
+ Participate in the annual budget preparation for areas of responsibility and support leadership with all strategic projects and initiatives.
+ Manage and monitor various expense lines working with the field and various departments to resolve issues and minimize expenses.
+ Manage Travel and Expenses for store operations including audits and trends
+ Responsible to manage P&L for store operations as it relates to budgets, forecasts, and actuals
**Minimum Requirements/Qualifications** _- Summary of knowledge, experience and education required._
+ Office work environment, 40+ work hours per week
+ Strong analytical, project management and organizational skills
+ Strong understanding of basic accounting principles (GAAP)
+ Experience managing and/or testing internal controls
+ Candidate must be deadline driven, work well under pressure and possess the ability to identify operational inefficiencies and make appropriate recommendations for correction
+ Strong verbal and written communication and presentation skills
+ Demonstrated critical thinking skills
+ Experience recruiting, managing, developing, retaining and promoting a diverse professional staff
+ Excellent interpersonal skills in building a service environment of cooperation, customer service and mutual respect
+ Focused on process improvement
+ Strong business acumen
+ _Education:_ Bachelor's degree in Accounting, Finance or Business is required
+ _Experience:_ 3-5+ years related job experience in Accounting, Retail Operations, Project Management or Financial Operations is required
+ _Job Related Skills_ : Understanding of Generally Accepted Accounting Principles (GAAP)
+ _Computer Skills:_ Must have Advanced Excel skills and be proficient in MS Access, Word, PowerPoint and Project.
**Desired Qualifications** _- Desired but not required._
+ Master's in Accounting, Finance, Business Administration or related field of study
+ Retail Operations and Financial Analysis experience preferred.
_This is not to be considered a complete list of job duties, as they may be amended or added to as needed._
Full time
510 Volvo Parkway,Chesapeake,Virginia 23320
Expense Management
Family Dollar
$82k-122k yearly est. 54d ago
Branch Manager
Langley Federal Credit Union 4.2
Portfolio manager job in Virginia Beach, VA
Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States, with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:
Investing in You:
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Time Off That Matters:
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Financial Security:
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.
Langley Federal Credit Union is currently hiring for a Full Time Branch Manager to work on-site from our Town Center Branch in Virginia Beach, VA.
Job Summary:
The Branch Managermanages Branch Services staff and utilizes resources to provide members of Langley with impeccable service. The Branch Manager maintains exceptional service quality by training the staff to utilize consultative selling to offer financial products and services that meet or exceed members' needs. The Manager provides Branch Services Staff on-going individual coaching and ensures their continued development and is responsible for the overall operations of the branch. The Branch Manager develops new business for Langley through community outreach and networking.
Essential Functions, Duties, and Responsibilities:
Grow market share of loans and deposits.
Conduct business development activities that help form and expand member relationships.
Represent Langley in the community at civic and professional events.
Drive branch results that align with the achievement of Success Sharing goals.
Support and coach the sales and service culture at all times by providing individual and team coaching weekly and monthly.
Supervise operational and administrative activities to include payroll, scheduling, balancing, opening, and closing activities.
Deliver on-going feedback on staff performance and development.
Foster teamwork by professionally interacting with peers, supervisors and other Langley employees.
Actively participate in cross departmental collaboration to ensure effective and efficient communication.
Participate in ongoing evaluation of processes and procedures to ensure the member experience is met.
Assist in the development and implementation of cross departmental initiatives improving efficiencies and processes throughout the Credit Union.
Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards.
Process all types of transactions for members including, balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Complies with all Credit Union policies and regulatory requirements.
Qualifications:
Bachelors Degree in related field or equivalent experience in a financial institution or Retail Sales industry.
Three years supervisory experience preferred.
Keys to Success:
Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassador - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learner - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision.
Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level within the work environment is typically moderate. Ability to work a flexible schedule is required. Travel requirements up to 10% of the time.
This job description is not designed to cover or contain a comprehensive listing of functions, duties or responsibilities that are required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time with or without notice.
We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!
$49k-60k yearly est. 14d ago
Tax Preparation Manager
ATAX Corporate Office 3.3
Portfolio manager job in Virginia Beach, VA
Join Our Team as a Tax Preparation Manager with Ownership Opportunities!
Are you a skilled Tax Manager looking to take the next step in your career? Do you dream of owning your own business and being your own boss? At ATAX in (City, State), we are offering an exciting opportunity for a Tax Preparation Manager with Ownership Opportunities to join our team.
Job Responsibilities:
As a Tax Preparation Manager with Ownership Opportunities, you will be responsible for overseeing all aspects of our tax preparation services. This includes managing a team of tax preparers, ensuring accurate and timely filings, and creating fanatical fans!
Benefits of Tax Manager Ownership:
1. Equity Building: This position offers a unique opportunity to become a part owner of our business. You will have the chance to build equity in the company and share its success.
2. Leadership Influence: As a co-owner, you will have a vested interest in the success of the business and be able to contribute your ideas and expertise to help us grow and thrive.
3. Career Control: This is a rare opportunity to take control of your career and create a path to financial independence. You will have the support and resources of our team behind you every step of the way.
4. Rewarding Dedication: We believe in rewarding loyalty and hard work, which is why we offer ownership opportunities to our top performers. If you are dedicated, ambitious, and passionate about tax preparation, this could be the perfect career move for you.
5. Legacy Building: Joining our team as a Tax Preparation Manager with Ownership Opportunities is more than just a job - it's a chance to build a legacy and secure your future in the tax preparation industry.
About Us: ATAX is the fastest-growing, full-service national tax preparation and business services franchise, dedicated to serving our local multicultural communities. With the tax preparation services industry valued at $14.4bn in 2023, ATAX offers a significant opportunity for growth and success.
When you become an ATAX Franchise owner, you gain access to an exceptional business plan, platforms, marketing strategies, and support system built by industry icon John Hewitt. Founder of Jackson Hewitt and Liberty Tax Service, John Hewitt brings 55 years of expertise in building robust business practices and mentoring aspiring entrepreneurs.
Learn more about us at Home - ATAX Franchise.
Mission Statement: Having Fun, Improving Lives.
Apply now to join our team and start your journey towards business ownership and success!
$79k-113k yearly est. 15d ago
Branch Manager (New Build)- London Bridge - Virginia Beach, VA
JPMC
Portfolio manager job in Virginia Beach, VA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
Acts as the standard bearer of Chase and creates a world-class customer experience
Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
Ability to work branch hours including weekends and evenings
High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
College degree or military equivalent
2+ years of management, Retail Banking experience or equivalent Chase leadership experience
Strong desire and ability to influence, educate, and connect team, partners and customers to technology
Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$50k-77k yearly est. Auto-Apply 60d+ ago
Branch Manager
Onemain (Formerly Springleaf & Onemain Financials
Portfolio manager job in Virginia Beach, VA
At OneMain, our Branch Managers empower their teams to deliver exceptional customer service while fostering a supportive and collaborative environment. Our Branch Managers create an atmosphere where employees are motivated to contribute to the community and achieve their goals.
In the role
* Build a customer focused environment, ensuring all lending options are presented and modeling excellence in service
* Conduct engaging meetings that motivate and align the team with branch goals
* Manage training on branch operations, compliance and collections, providing real time coaching to ensure team members effectively apply their knowledge
* Oversee collection activities, consulting with customers on overdue accounts and developing mutually beneficial solutions
* Attract and cultivate high quality, diverse talent to build a strong team that aligns with OneMain values and goals
* Provide actionable feedback to support team members growth and promote a culture of continuous improvement
* Inspire high performance while ensuring adherence to policies and regulations
* Prioritize and resolve issues efficiently, utilizing strategic thinking to adapt to challenges
* Work closely with peers and management, remaining open to feedback and continuously seek professional growth.
REQUIREMENTS
* High School Diploma/GED
* Leadership experience with coaching and leading a team
* Proven experience with meeting sales goals
* Ability to obtain insurance licensing within 6 months of start date where required
Preferred Requirements
* College degree or experience with underwriting, credit decision, or related financial industry experience
LOCATION: On site
SCHEDULE: Monday-Friday during standard business hours, with occasional extended hours and possible Saturday shifts
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
* Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word tags
Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative, Credit, Leadership
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
$50k-77k yearly est. 1d ago
Branch Manager I
Bayport Credit Union 3.9
Portfolio manager job in Virginia Beach, VA
The Branch Manager is responsible for overseeing the daily operations and overall performance of the assigned branch, ensuring a high level of service for current and potential Credit Union members. Reporting to the Regional Branch Manager, the Branch Manager leads the branch team to meet organizational goals while maintaining operational efficiency. This includes overseeing branch staff, ensuring adherence to policies and procedures, handling escalated member issues, and fostering a positive environment for both members and staff.
ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:
Lead daily branch operations, ensuring the delivery of consistent, high-quality service to members.
Supervise, coach, and support branch staff, including assisting with hiring, training, and cross-training team members.
Assist in developing and implementing branch goals, performance metrics, and improvement strategies.
Provide ongoing leadership, guidance, and motivation to ensure staff members are engaged, productive, and aligned with organizational goals.
Handle day-to-day administrative duties, including scheduling, reporting, and coordinating departmental projects.
Open and close the branch as necessary, ensuring proper procedures and security protocols are followed.
Serve as the primary point of contact for both members and staff, addressing inquiries and concerns efficiently and professionally.
Oversee the resolution of complex member issues, providing solutions or directing concerns to the appropriate team member or department.
Act as the primary liaison between the Credit Union and strategic alliance partners, business partners, and vendors.
Establish and achieve monthly, quarterly, and annual branch goals, including service, sales, and operational objectives.
Monitor branch financials, including deposits, withdrawals, loan applications, and other financial transactions, ensuring accuracy and efficiency.
Analyze branch performance reports, identify opportunities for improvement, and implement strategies to enhance service delivery and branch profitability.
Actively promote and cross-sell Credit Union products and services to members, identifying opportunities to meet their financial needs.
QUALIFICATIONS AND REQUIREMENTS:
Required Education: High school diploma or equivalent required.
Required Experience: Proven experience in banking, financial services, or customer service.
Preferred Experience: At least 5 years of experience in banking or financial services, with a minimum of 2 years in a supervisory or management role.
Skills and Abilities:
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
Strong leadership, communication, and interpersonal skills with the ability to motivate and develop teams.
In-depth knowledge of financial products, services, and regulations.
Proven track record of achieving sales and service goals, with a focus on enhancing the member experience.
Strong problem-solving and decision-making abilities, with a keen eye for detail.
Proficiency in using financial software, Microsoft Office Suite, and other relevant tools.
Ability to handle complex member issues with professionalism and tact
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
How much does a portfolio manager earn in Virginia Beach, VA?
The average portfolio manager in Virginia Beach, VA earns between $60,000 and $184,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Virginia Beach, VA
$105,000
What are the biggest employers of Portfolio Managers in Virginia Beach, VA?
The biggest employers of Portfolio Managers in Virginia Beach, VA are: