Portfolio Manager Team Lead
FinTrust Connect
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Portfolio Manager Team Lead, Middle Market C&I opportunity. This role is ideal for an experienced commercial banking leader who combines deep Middle Market C&I credit expertise with a passion for coaching portfolio managers, driving credit quality, and partnering with Relationship Managers to deliver sound lending solutions and exceptional client service. Why this opportunity Culture : Collaborative, high-performing commercial banking environment that values strong leadership, sound credit judgment, accountability, and relationship-driven banking Workplac e: On-site in Atlanta, GA Functi on: Lead a team of Middle Market C&I Portfolio Managers while overseeing portfolio quality, underwriting standards, credit execution, and collaboration with Commercial Relationship Managers to support new business growth and prudent risk management Requirement: Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline; advanced degree or formal banking education is a plus Minimum 10 years of commercial banking, commercial credit, portfolio management, or commercial lending experience with significant Middle Market C&I exposure Previous leadership experience managing, mentoring, or developing Portfolio Managers, Credit Analysts, or commercial banking professionals Extensive experience underwriting and structuring Middle Market Commercial & Industrial (C&I) credit facilities Strong knowledge of cash flow lending, revolving lines of credit, equipment financing, acquisition financing, and term loan structures Deep understanding of commercial credit analysis, financial statement analysis, covenant design, global cash flow, leverage, liquidity, and debt service coverage Experience approving or recommending complex commercial credit transactions through formal credit approval processes Strong knowledge of commercial loan documentation, collateral structures, policy exceptions, and regulatory expectations Proven ability to manage portfolio quality while balancing client responsiveness and business growth Excellent coaching, communication, relationship management, and organizational skills Description: Lead, mentor, and develop a team of Middle Market C&I Portfolio Managers responsible for underwriting and managing commercial banking relationships Reports to Commercial Banking or Credit Leadership Provide guidance on complex credit structures, underwriting strategies, risk assessment, and portfolio management best practices Review and approve credit recommendations, ensuring consistency with underwriting standards, credit policy, and regulatory expectations Oversee portfolio quality by monitoring risk ratings, covenant compliance, criticized assets, industry concentrations, and emerging credit trends Partner with Commercial Relationship Managers to evaluate new lending opportunities, renewals, modifications, and complex credit requests Assist Portfolio Managers in structuring revolving credit facilities, working capital lines, equipment loans, acquisition financing, and other C&I lending solutions Review credit approval memoranda, annual reviews, renewals, amendments, and commitment documentation to ensure thorough financial analysis and sound credit recommendations Identify policy exceptions and work collaboratively with credit leadership to evaluate mitigating factors and appropriate risk controls Support talent development through coaching, performance feedback, workflow management, and ongoing technical credit training Coordinate with Credit Administration, Loan Operations, Legal, and other internal partners to ensure efficient execution of commercial lending transactions Participate in customer meetings involving larger or more complex commercial relationships and provide strategic credit guidance when appropriate Foster a culture of strong credit discipline, collaboration, continuous improvement, and exceptional client service #J-18808-Ljbffr
- SUMMARY Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership...SuggestedWork experience placementLocal area
- First Horizon Bank seeks a senior CRE professional to lead the MICRE Portfolio Managers team in a hands-on underwriting and portfolio management role. This leader will oversee loan structuring, risk assessment, and performance across regional markets, while guiding talent...Suggested
- ...Chattanooga, TN; Nashville, TN; Memphis, TN Summary The Market Investor CRE (MICRE) PM Team Lead is a senior commercial real estate professional who can lead a team of Portfolio Managers and Credit Analysts and directly contribute to the MICRE lending portfolio through...SuggestedFull timeWork experience placementWork at officeLocal area
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- First Horizon Corporation in Atlanta is seeking a Market Investor CRE PM Team Lead to direct a team of Portfolio Managers and Credit Analysts, shaping the MICRE lending portfolio in assigned regions. The role requires hands-on underwriting and portfolio management, with...SuggestedFull timeWork at office
- ...Job Description Job Description Portfolio Community Association Manager Company: Fieldstone Realty Partners... ...Fieldstone Realty Partners is a leading Community Association Management... ...field at your communities, and join the team at our Atlanta office on scheduled...Contract workWork at officeWork from homeAfternoon shift
- First Horizon Bank is seeking a Commercial Portfolio Manager to partner with local Relationship... ...corporate borrowers. The role involves leading loan structuring, underwriting, origination... ...paced environment and mentoring junior team members. Strong communication and...Local area
- ...Corporation is seeking an experienced Senior Credit Manager to oversee an Asset Based Lending portfolio, ensure credit quality, monitor collateral, and perform... ...will work with Truist clients and cross-functional teams to meet revenue and credit objectives while adhering...
$65k - $85k
Evolve Association Management is looking for its sixth portfolio manager to join our team! This team member will be responsible for working directly with the founder in managing the company's rapidly growing portfolio of associations in the Atlanta area. The ideal team...Work at officeRemote work$105k - $130k
...we do and why we do itAs the leading end-to-end investment platform... ...(and growing)With a talented team of 750+ Roofsters, our... ...Stessa (financial and asset management software), RentPrep (tenant screening... ...review, variance analysis, portfolio expansion and dispositions. The...Temporary workLocal areaRemote workHome officeVisa sponsorship- FinTrust Connect, in Atlanta, seeks a Portfolio Manager Team Lead for Middle Market C&I to drive credit quality, coach portfolio managers, and partner with Relationship Managers to deliver sound lending solutions and exceptional client service. The role requires a bachelor...
- ...-For-Profit relationships and actively manages a portfolio of nonprofit, foundation, education, religious... ...change from time to time.Underwriting: Leads the full underwriting process both... ...Portfolio Management organization.Deal Team Management: Expected to manage these...Full timePart timeSeasonal workShift workDay shift
$175k - $225k
...and a winning culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages approximately $6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the largest and most...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$120k - $150k
Catastrophe Portfolio Modeling Manager - North AmericaMake your mark in Catastrophe ModelingThe North American Catastrophe Risk Management team is responsible for catastrophe modelling and portfolio... ...the individual in this role is to lead the Catastrophe Portfolio...Full timeWork at office- CMA Portfolio Community Association Manager #26696 Atlanta, Georgia, United States Location Atlanta , Georgia , United States Job Description Position Purpose: To work with the Board of Directors (BOD) to provide guidance and improve the overall quality of living in Homeowners...Contract workFor contractorsCasual workWork at officeRemote workMonday to Friday
- Overview The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary... .... This position has responsibility for leading the development of the investment... ....Collaborate with the investment team and other internal partners to enhance...Full timeLocal areaRemote work
- ...States of America)Please review the following job description:The Portfolio Manager is responsible for underwriting, managing, and monitoring a... ...change from time to time. Underwriting & Credit Analysis: Lead the end-to-end underwriting process for new and existing commercial...Full timePart timeWork at officeShift workDay shift
- ...Referral program Vision Insurance About the Role: The Commercial Portfolio Manager supports the commercial loan portfolio of one or more Bankers... ...strong working relationships with the clients, banking team, credit team and other internal partners. The Portfolio Manager...Full timeBank staffWork at officeMonday to FridayFlexible hours
- ...modeling, risk evaluation, on-going portfolio maintenance activities, and... ...with Relationship Manager to identify credit worthy projects... ...trends. Collaborates with deal team to maintain data integrity... ...time to time.Responsible for leading the diligence and underwriting...Full timePart timeWork experience placementWork at officeShift workDay shift
- ...Job Highlights Title: Portfolio Manager Type: Full Time Experience: 5+ Years Function: Commercial Banking Location: Atlanta, GA, United States Company: East West Bank Company Profile East West Bank (a primary subsidiary of East West Bancorp) provides services in commercial...Full timeWork experience placement
- ...Discovery Group, Inc. is a fee-only wealth management firm that partners with high-net-worth clients to build personalized portfolios aligned with goals and risk tolerance. The... ...and email. As part of a small, independent team, you’ll have latitude to shape investment approaches...
- ...SUMMARY The Commercial Portfolio Manager partners with local Relationship Managers and to provide... ...-based environment and include leading the loan structuring, underwriting, origination... ...with support from other members of the team, providing mentoring and guidance to...Work experience placementLocal area
$104k - $120k
...extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful... ...lives and expand possibilities. Your role at Vantive The Portfolio Manager (PM) leads strategy and execution for the Chronic PD portfolio across...Contract workTemporary workLocal areaWorldwideFlexible hours$65k - $100k
...Credit Analyst Or Portfolio Manager Client bank in Atlanta needs credit analyst or portfolio manager with formal credit training and at least 3 years of underwriting experience to manage a large portfolio of commercial loans, underwrite new deals, perform annual reviews...- ...the United States seeks a senior leader to provide strategic oversight of wholesale credit portfolios, aligning credit and sales strategies while maintaining robust risk management. The role collaborates with Underwriting, Portfolio Management and Origination to evaluate...
- ...Truist is seeking a Portfolio Manager to underwrite, manage, and monitor a portfolio of commercial and not-for-profit credit relationships. You will evaluate credit risk, structure facilities, and ensure compliance with policies while supporting client relationships and...Day shift
- ## Commercial Senior Portfolio ManagerApplylocations: Atlanta, GAtime type: Full timeposted on: Posted Todaytime left... ...Bank.GENERAL FUNCTION:The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....Work at office
- ...it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You're... ...Builder mindset non-negotiable. Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce...
- ...financial planning and comprehensive wealth management firm founded in 1996. We serve high-net-... ...commitment to our clients. As a Portfolio Manager you will work closely with our senior... ...starts with great relationships. Our team is collaborative, thoughtful, and committed...Work at officeRemote workFlexible hours
- ...job description:The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for the... ...relationships typically via bilateral and left lead executions. This role supports new... ...across the PM organization.5. 15% Deal Team Management: Expected to manage these tasks...Full timePart timeShift workDay shift
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