Branch Manager jobs at Umpqua Bank - 144 jobs

Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis
Bank of America 4.7
Columbus, OH jobs
Chicago, Illinois;Pittsburgh, Pennsylvania; Auburn Hills, Michigan; Cincinnati, Ohio; Clayton, Missouri; Indianapolis, Indiana; Cleveland, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Summary:** The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs + Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + Data and Trend Analysis + Pipeline Management + Intellectual Curiosity **Required Qualifications:** + 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience + Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. + Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. + Professional proven sales skills and experience, including planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and accounting acumen. + Financial modeling experience and the completion of a formal credit training preferred. + Outstanding oral and written communication skills. + Demonstrated leadership ability. + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:** + Undergraduate degree in related field or equivalent work experience. MBA desirable. + Existing knowledge of the market preferred. + Active member/participation in local community organizations. + Highly desirable to have active networking contacts and Centers of Influence established in market. + Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$79k-107k yearly est. 60d+ ago

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Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis
Bank of America Corporation 4.7
Columbus, OH jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. Responsibilities: * Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs * Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships * Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends * Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects * Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues * Coaches and mentors peers, while utilizing leadership skills * Adapts to changes in sales practices and broader market and industry conditions as needed Skills: * Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk Management * Financial Analysis * Leadership Development * Project Management * Referral Identification * Sales Performance Management * Business Development * Client Experience Branding * Continuous Improvement * Data and Trend Analysis * Pipeline Management * Intellectual Curiosity Required Qualifications: * 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience * Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. * Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. * Professional proven sales skills and experience, including planning, execution and follow up of client meetings. * Strong corporate finance, capital markets and accounting acumen. * Financial modeling experience and the completion of a formal credit training preferred. * Outstanding oral and written communication skills. * Demonstrated leadership ability. * Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Desired Skills: * Undergraduate degree in related field or equivalent work experience. MBA desirable. * Existing knowledge of the market preferred. * Active member/participation in local community organizations. * Highly desirable to have active networking contacts and Centers of Influence established in market. * Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions. Shift: 1st shift (United States of America) Hours Per Week: 40
$79k-107k yearly est. 46d ago
Branch Manager 3 - Cleveland Ave Office
U.S. Bank 4.6
Columbus, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionResponsible for demonstrating and ensuring all team members provide an excellent customer experience reflective of U.S. Bank culture and core values. The primary duty of this role is to lead and manage branch(es) to ensure that goals are met and to ensure compliance with all banking laws and regulations. This role will regularly coach, develop, mentor and train team members and exercise discretion with independent judgement in performing necessary duties. Responsible for utilizing effective communication and critical thinking to identify financial resources for customers and fulfill those needs by providing direction and recommendations to appropriate products and services and helping individual and business customers reach their financial goals through collaboration with partners including wealth, business banking, mortgage, or payment services. Acts as leader for customer experience, provides motivation and direction for the team, expands customer base and promotes and participates in the local market/community to identify the needs and promote U.S. Bank products and services.ESSENTIAL SKILLS: - Adaptive Coaching: Adjusts coaching style and approach based on the individual needs, skills, and motivations of employees. This includes providing real-time feedback, fostering development, and ensuring employees are equipped to deliver exceptional customer service.- Conflict Resolution: Uses rigorous logic, methods, and de-escalation techniques to solve difficult problems with effective solutions.- Accountability: Takes ownership of decisions, actions, and outcomes, ensuring responsibilities are met with integrity and reliability. This includes delivering on commitments to customers and ensuring employees uphold high standards.- Influence: Persuades, inspires, and guides others to support ideas, decisions, or initiatives, fostering collaboration and positive outcomes. This includes influencing employees to perform at their best and guiding customers toward beneficial solutions.- Critical Thinking: Analyzes information, questions assumptions, and evaluates different perspectives to reach a well-supported conclusion.- Priority Setting: Assesses tasks and responsibilities, focuses on the most critical and impactful activities to achieve business objectives. This includes balancing customer needs with employee workload and business goals.- Relationship Management: Establishes, maintains, and grows positive and productive connections with others by leveraging active listening, effective communication, and strong interpersonal skills. Ensures successful interactions by building a genuine rapport and understanding others' needs.- Business Insights: Drives the team with business, services, products, digital, and policy knowledge to achieve goals. Proactively engages in learning opportunities to sharpen awareness of trends and information in the industry.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This position also requires two or more hours of driving per week. Basic Qualifications- Bachelor's degree, or equivalent work experience- Three to four years of experience working in a sales, retail management, or banking environment Preferred Skills/Experience- Bilingual Somali and English- Thorough product/service knowledge and thorough knowledge of regulatory, policy and compliance issues- Solid understanding of retail product philosophy, including policies, procedures, documentation, and systems- Thorough knowledge of teller and platform functions, including but not limited to processing transactions, balancing cash, opening accounts, and sales techniques- Effective analytical skills to evaluate credit requests, prepare budgets and determine trends in a given marketplace- Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability skills- Ability to evaluate and resolve problems and issues with minimal guidance- Demonstrated success in retail sales environment- Working knowledge of employment practices including rewards and recognition, employee development, and change management If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$75.8k-89.2k yearly Auto-Apply 6d ago
Business Banking Relationship Manager II
Citizens Financial Group, Inc. 4.3
Columbus, OH jobs
Citizens is actively expanding and investing in the Columbus market as part of a strategic growth initiative within our Business Banking segment. We're excited to build strong partnerships and deepen our presence in the region. To support this momentum, we're seeking top-tier talent who are passionate about driving success and making an impact in their local communities. At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Primary responsibilities include * Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of ten million to fifty million in annual revenue. * Provide advisory led discussions to assess client needs and aspirations while positioning value added recommendations that drive customer delight and shareholder value. * Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. * Operate within a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction. * Actively engage in significant community activity to expand potential customer base and exemplify our company credo and community commitments. Qualifications, Education, Certifications and/or Other Professional Credentials * 4+ years in upper Business Banking/Lower Middle Market experience * Completion of Commercial Credit Training * Meaningful experience with moderately complex portfolios, customers, and transactions. * Strong written and oral communication skills * Strong knowledge of sales force and various lending applications * Strong sense of customer service, satisfaction and retention. * Adept at needs identification, problem solving and the consultative sales approach. * Strong negotiation skills and the ability to overcome objections and adversity * Following of prospects, customers and COIs * Ability to self-generate and drive new business development * Action oriented and self-accountable to superior results * Strong understanding of risk and compliance * Meaningful Community involvement * Strong understanding of core products and services * Preferred undergraduate degree in business or finance Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Monday - Friday The salary range for this position is $150,000-185,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-Citizens4 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Glassdoor Best Place to Work in Consulting, Finance & Insurance The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award
$54k-82k yearly est. Auto-Apply 51d ago
Business Banking Relationship Manager II
Citizens Financial Group 4.3
Columbus, OH jobs
Citizens is actively expanding and investing in the Columbus market as part of a strategic growth initiative within our Business Banking segment. We're excited to build strong partnerships and deepen our presence in the region. To support this momentum, we're seeking top-tier talent who are passionate about driving success and making an impact in their local communities. At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Primary responsibilities include Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of ten million to fifty million in annual revenue. Provide advisory led discussions to assess client needs and aspirations while positioning value added recommendations that drive customer delight and shareholder value. Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. Operate within a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction. Actively engage in significant community activity to expand potential customer base and exemplify our company credo and community commitments. Qualifications, Education, Certifications and/or Other Professional Credentials 4+ years in upper Business Banking/Lower Middle Market experience Completion of Commercial Credit Training Meaningful experience with moderately complex portfolios, customers, and transactions. Strong written and oral communication skills Strong knowledge of sales force and various lending applications Strong sense of customer service, satisfaction and retention. Adept at needs identification, problem solving and the consultative sales approach. Strong negotiation skills and the ability to overcome objections and adversity Following of prospects, customers and COIs Ability to self-generate and drive new business development Action oriented and self-accountable to superior results Strong understanding of risk and compliance Meaningful Community involvement Strong understanding of core products and services Preferred undergraduate degree in business or finance Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday The salary range for this position is $150,000-185,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-Citizens4
$54k-82k yearly est. Auto-Apply 60d+ ago
Mortgage Branch Manager
Us Bank 4.6
Columbus, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role may be designated as U.S. home-based remote. However, if the selected candidate resides near a U.S. Bank location, they will be expected to work onsite three (3) or more days per week. Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, and in the creation of marketing materials. Act as liaison between U.S. Bank Home Mortgage and other departments/areas of the company. Establishes collaborative partnerships with other business lines within U.S. Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience. This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. This position also requires 2 or more hours of driving per week. Basic Qualifications * Bachelor's degree, or equivalent work experience * Two or more years of experience as a Retail Mortgage Loan Originator Preferred Skills/Experience * Thorough knowledge of sales and sales strategies * Well-developed leadership skills * Excellent verbal and written communication skills * Well-developed customer service/relations skills * Demonstrated new business development and relationship management skills * Thorough knowledge of mortgage products/services, operations, and current market trends * Minimum two years of supervisory experience preferred * Experience in recruiting and developing a team * Knowledgeable with mortgage lending and mortgage processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $49,000 and $69,000 depending on the required state minimum, plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$49k-69k yearly 17d ago
Mortgage Branch Manager
U.S. Bank 4.6
Columbus, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** This role may be designated as U.S. home-based remote. However, if the selected candidate resides near a U.S. Bank location, they will be expected to work onsite three (3) or more days per week. Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, and in the creation of marketing materials. Act as liaison between U.S. Bank Home Mortgage and other departments/areas of the company. Establishes collaborative partnerships with other business lines within U.S. Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience. _This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week._ _This position also requires 2 or more hours of driving per week._ **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Two or more years of experience as a Retail Mortgage Loan Originator **Preferred Skills/Experience** - Thorough knowledge of sales and sales strategies - Well-developed leadership skills - Excellent verbal and written communication skills - Well-developed customer service/relations skills - Demonstrated new business development and relationship management skills - Thorough knowledge of mortgage products/services, operations, and current market trends - Minimum two years of supervisory experience preferred - Experience in recruiting and developing a team -Knowledgeable with mortgage lending and mortgage processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . This role receives an annual base salary between $49,000 and $69,000 depending on the required state minimum, plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
$49k-69k yearly 37d ago
Mortgage Branch Manager
U.S. Bank 4.6
Columbus, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role may be designated as U.S. home-based remote. However, if the selected candidate resides near a U.S. Bank location, they will be expected to work onsite three (3) or more days per week. Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, and in the creation of marketing materials. Act as liaison between U.S. Bank Home Mortgage and other departments/areas of the company. Establishes collaborative partnerships with other business lines within U.S. Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience. This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. This position also requires 2 or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Two or more years of experience as a Retail Mortgage Loan Originator Preferred Skills/Experience - Thorough knowledge of sales and sales strategies - Well-developed leadership skills - Excellent verbal and written communication skills - Well-developed customer service/relations skills - Demonstrated new business development and relationship management skills - Thorough knowledge of mortgage products/services, operations, and current market trends - Minimum two years of supervisory experience preferred - Experience in recruiting and developing a team -Knowledgeable with mortgage lending and mortgage processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $49,000 and $69,000 depending on the required state minimum, plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$49k-69k yearly Auto-Apply 38d ago
Municipal Syndicate Operations Manager
Huntington 4.4
Columbus, OH jobs
Leads end-to-end operational support for Municipal Bond competitive and negotiated offerings, overseeing the full transaction lifecycle. Responsibilities include deal setup in Ipreo and Bloomberg, initiating CUSIP requests, managing good-faith payments, reviewing and validating deal documentation, executing regulatory filings, and coordinating syndicate final settlement. Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database Review official statements, bond purchase agreements, issue price certificates and closing memos for accuracy and completeness Communicate pre-sale good faith notification emails to internal partners. Coordinate good faith and closing wires Process MSRB G-11 Syndicate Settlements Process Private Placements settlements Review deal file checklist for all transactions and prepare deal files for closure Preparing transaction reports for negotiated issues Tracking revenue and expenses for all transactions Partner with sales and trading desk to ensure smooth execution of transactions Maintain adherence to firm policies and procedures Identifying, monitoring, and resolving issues, ensuring adherence to regulations, and implementing controls Drive and participate in strategic business initiatives that accelerate departmental growth, enhance operational efficiency, and elevate team performance Maintain and update desktop procedures Support broader Operations and Capital Markets initiatives Opportunity to expand to support Debt and Equity Capital Markets underwriting activity Regulatory Submissions Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings Complete Form G-32 Filings Support Risk and Audit requests and inquiries You must be located within the Huntington Bank corporate office footprint Basic Qualifications: Bachelor's Degree or equivalent 5 or more years fixed income trading and/or investment operations experience Series 7 license Series 52 License ( If you obtained a General Securities Representative (Series 7) registration on or after November 7, 2011 the Series 52 is required Preferred Qualifications: FINRA Series 53 license Strong leadership skills including proven success in managing day-to-day operations while developing talent and coaching team members Proven ability to lead business initiatives including continuous improvement efforts to maximize efficiencies and remediate process deficiencies Experience managing new issues across asset classes, with a focus on Municipal securities Experience in fixed income securities Proficient with Bloomberg TOMS, Pershing Netx360, MSRB EMMA, DTCC, and IPREO systems Ability to manage multiple priorities in a fast-paced environment; adaptive to change Ability to create and foster strong partnerships with internal and external business partners Detail oriented with strong organizational and time management skills to meet deadlines Excellent critical thinking and problem solving skills to identify issues and assist with resolution Strong written and verbal communication Proficient with Microsoft Office products (Word, Excel, PowerPoint) #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 93,000.00 - 189,000.00 Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$76k-109k yearly est. Auto-Apply 17d ago
Branch Manager
Huntington 4.4
Columbus, OH jobs
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$67k-84k yearly est. Auto-Apply 21d ago
Municipal Syndicate Operations Manager
Huntington National Bank 4.4
Chicago, IL jobs
Leads end-to-end operational support for Municipal Bond competitive and negotiated offerings, overseeing the full transaction lifecycle. Responsibilities include deal setup in Ipreo and Bloomberg, initiating CUSIP requests, managing good-faith payments, reviewing and validating deal documentation, executing regulatory filings, and coordinating syndicate final settlement. + Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database + Review official statements, bond purchase agreements, issue price certificates and closing memos for accuracy and completeness + Communicate pre-sale good faith notification emails to internal partners. Coordinate good faith and closing wires + Process MSRB G-11 Syndicate Settlements + Process Private Placements settlements + Review deal file checklist for all transactions and prepare deal files for closure + Preparing transaction reports for negotiated issues + Tracking revenue and expenses for all transactions + Partner with sales and trading desk to ensure smooth execution of transactions + Maintain adherence to firm policies and procedures + Identifying, monitoring, and resolving issues, ensuring adherence to regulations, and implementing controls + Drive and participate in strategic business initiatives that accelerate departmental growth, enhance operational efficiency, and elevate team performance + Maintain and update desktop procedures + Support broader Operations and Capital Markets initiatives + Opportunity to expand to support Debt and Equity Capital Markets underwriting activity Regulatory Submissions + Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings + Complete Form G-32 Filings + Support Risk and Audit requests and inquiries You must be located within the Huntington Bank corporate office footprint Basic Qualifications: + Bachelor's Degree or equivalent + 5 or more years fixed income trading and/or investment operations experience + Series 7 license + Series 52 License ( If you obtained a General Securities Representative (Series 7) registration on or after November 7, 2011 the Series 52 is required Preferred Qualifications: + FINRA Series 53 license + Strong leadership skills including proven success in managing day-to-day operations while developing talent and coaching team members + Proven ability to lead business initiatives including continuous improvement efforts to maximize efficiencies and remediate process deficiencies + Experience managing new issues across asset classes, with a focus on Municipal securities + Experience in fixed income securities + Proficient with Bloomberg TOMS, Pershing Netx360, MSRB EMMA, DTCC, and IPREO systems + Ability to manage multiple priorities in a fast-paced environment; adaptive to change + Ability to create and foster strong partnerships with internal and external business partners + Detail oriented with strong organizational and time management skills to meet deadlines + Excellent critical thinking and problem solving skills to identify issues and assist with resolution + Strong written and verbal communication + Proficient with Microsoft Office products ( Word, Excel, PowerPoint ) #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 93,000.00 - 189,000.00 Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$79k-113k yearly est. 16d ago
Municipal Syndicate Operations Manager
Huntington Bancshares Inc. 4.4
Chicago, IL jobs
Leads end-to-end operational support for Municipal Bond competitive and negotiated offerings, overseeing the full transaction lifecycle. Responsibilities include deal setup in Ipreo and Bloomberg, initiating CUSIP requests, managing good-faith payments, reviewing and validating deal documentation, executing regulatory filings, and coordinating syndicate final settlement. * Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database * Review official statements, bond purchase agreements, issue price certificates and closing memos for accuracy and completeness * Communicate pre-sale good faith notification emails to internal partners. Coordinate good faith and closing wires * Process MSRB G-11 Syndicate Settlements * Process Private Placements settlements * Review deal file checklist for all transactions and prepare deal files for closure * Preparing transaction reports for negotiated issues * Tracking revenue and expenses for all transactions * Partner with sales and trading desk to ensure smooth execution of transactions * Maintain adherence to firm policies and procedures * Identifying, monitoring, and resolving issues, ensuring adherence to regulations, and implementing controls * Drive and participate in strategic business initiatives that accelerate departmental growth, enhance operational efficiency, and elevate team performance * Maintain and update desktop procedures * Support broader Operations and Capital Markets initiatives * Opportunity to expand to support Debt and Equity Capital Markets underwriting activity Regulatory Submissions * Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings * Complete Form G-32 Filings * Support Risk and Audit requests and inquiries You must be located within the Huntington Bank corporate office footprint Basic Qualifications: * Bachelor's Degree or equivalent * 5 or more years fixed income trading and/or investment operations experience * Series 7 license * Series 52 License ( If you obtained a General Securities Representative (Series 7) registration on or after November 7, 2011 the Series 52 is required Preferred Qualifications: * FINRA Series 53 license * Strong leadership skills including proven success in managing day-to-day operations while developing talent and coaching team members * Proven ability to lead business initiatives including continuous improvement efforts to maximize efficiencies and remediate process deficiencies * Experience managing new issues across asset classes, with a focus on Municipal securities * Experience in fixed income securities * Proficient with Bloomberg TOMS, Pershing Netx360, MSRB EMMA, DTCC, and IPREO systems * Ability to manage multiple priorities in a fast-paced environment; adaptive to change * Ability to create and foster strong partnerships with internal and external business partners * Detail oriented with strong organizational and time management skills to meet deadlines * Excellent critical thinking and problem solving skills to identify issues and assist with resolution * Strong written and verbal communication * Proficient with Microsoft Office products (Word, Excel, PowerPoint) #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 93,000.00 - 189,000.00 Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$79k-113k yearly est. Auto-Apply 16d ago
Asset Based Lending Senior Business Development Officer
Bank of America 4.7
Columbus, OH jobs
Cleveland, Ohio;Cincinnati, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. **Responsibilities:** + Originates new asset based lending credit facilities for companies $50MM+ in revenue + Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects + Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Business Development + Negotiation + Sales Strategy + Client Management + Influence + Networking + Referral Identification + Oral Communications + Referral Management + Written Communications **Required Skills** + Direct calling experience at the CEO, CFO and MD level + Five+ years of experience in ABL Lending + Strong oral, written and analytical/credit skills + Ability to travel for in-person meetings + FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). **Desired Skills** + Completion of a bank credit training program. **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$69k-108k yearly est. 60d+ ago
Asset Based Lending Senior Business Development Officer
Bank of America Corporation 4.7
Columbus, OH jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. Responsibilities: * Originates new asset based lending credit facilities for companies $50MM+ in revenue * Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships * Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends * Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects * Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues * Coaches and mentors peers, while utilizing leadership skills * Adapts to changes in sales practices and broader market and industry conditions as needed Skills: * Business Development * Negotiation * Sales Strategy * Client Management * Influence * Networking * Referral Identification * Oral Communications * Referral Management * Written Communications Required Skills * Direct calling experience at the CEO, CFO and MD level * Five+ years of experience in ABL Lending * Strong oral, written and analytical/credit skills * Ability to travel for in-person meetings * FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). Desired Skills * Completion of a bank credit training program. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$69k-108k yearly est. 46d ago
Commercial Portfolio Manager - Huntington Technology Finance
Huntington National Bank 4.4
Hoover, AL jobs
The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of a leasing portfolio. + Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. + Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. + Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. + Manages portfolio reviews, specialized reporting, criticized loans, etc. + Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. + Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. + Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. + Experience with Moody's spreading software or similar spreading software + Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: + CLFP designation. + Ability to prioritize workflow and multi-task in a fast-paced environment. + Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$57k-124k yearly 20d ago
Commercial Portfolio Manager - Huntington Technology Finance
Huntington Bancshares Inc. 4.4
Hoover, AL jobs
The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Owns primary responsibility for the credit and monitoring of a leasing portfolio. * Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Manages portfolio reviews, specialized reporting, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. * Experience with Moody's spreading software or similar spreading software * Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: * CLFP designation. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$57k-124k yearly Auto-Apply 20d ago
Commercial Portfolio Manager - Equipment Finance
Huntington National Bank 4.4
Mobile, AL jobs
Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of experience in commercial portfolio or relationship management Preferred Qualifications: + Experience with reviewing financials for large corporations + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $63,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$63k-124k yearly 60d+ ago
Commercial Portfolio Manager - Huntington Technology Finance
Huntington Bancshares Inc. 4.4
Mobile, AL jobs
The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Owns primary responsibility for the credit and monitoring of a leasing portfolio. * Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Manages portfolio reviews, specialized reporting, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. * Experience with Moody's spreading software or similar spreading software * Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: * CLFP designation. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$57k-124k yearly Auto-Apply 20d ago
Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares Inc. 4.4
Waterloo, IA jobs
The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks. Duties and Responsibilities: * Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. * As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. * Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 3+ years of experience in commercial portfolio or relationship management Preferred Qualifications: * Experience with reviewing financials for large corporations * Demonstrated success structuring and underwriting commercial credit * Proficiency using Microsoft Word and Excel * Strong written and verbal communication * Strong customer service orientation * Established professional network * High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $63,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$63k-124k yearly Auto-Apply 60d+ ago
Commercial Portfolio Manager - Huntington Technology Finance
Huntington Bancshares Inc. 4.4
Kennesaw, GA jobs
The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: * Owns primary responsibility for the credit and monitoring of a leasing portfolio. * Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. * Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * Manages portfolio reviews, specialized reporting, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. * Experience with Moody's spreading software or similar spreading software * Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: * CLFP designation. * Ability to prioritize workflow and multi-task in a fast-paced environment. * Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$57k-124k yearly Auto-Apply 22d ago

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Updated January 23, 2026

Branch Manager jobs at Umpqua Bank - 144 jobs

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