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
$173.02k - $234.09k
...obesity and obesity-related conditions. As a member of the Amgen team, you’ll help make a lasting impact on the lives of patients... ...of patients while transforming your career.Amgen Oncology Portfolio Manager (AOPM) What you will doLet’s do this. Let’s change the world....SuggestedLong term contractFull timeContract workLocal 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...SuggestedFull timeWork at office$90k - $115k
Partnering with a leading national organization to hire a hybrid real estate construction PM supporting a multi-market office portfolio.What you’ll do:Manage lease transactions (site selection ? LOI ? execution) Oversee office buildouts, relocations, and renovations Coordinate...SuggestedWork at officeLocal areaRelocation- 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...SuggestedFull timeLocal areaRemote work
$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...Suggested- ...following job description:The Middle Market Portfolio Manager (“PM”) is responsible for the... ...relationships typically via bilateral and left lead executions. This role supports moderately... ...across the PM organization. Deal Team Management: Expected to manage these tasks...Full timePart timeShift workDay shift
$125k - $170k
...can truly thrive. Join our talented team members worldwide to become a pioneer... ...course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating... ....Essential Job FunctionsDevelop and lead portfolio‑level marketing strategy...Full timeRemote workWorldwideShift work$105.4k - $124k
...DescriptionWe are seeking a strategic, collaborative Portfolio Strategy Manager to help shape and advance Elan’s commercial... ...looking strategic mindset. The Product Manager will lead roadmap development, partner across teams, and help modernize the way Elan delivers value...Full timeBank staffWork at officeLocal areaFlexible hours3 days per week$130k - $150k
...Voyage -Apply NowGet to Know the Opportunity: The Assistant Vice President, Insurance Portfolio Manager is a core investment professional within the Insurance Portfolio Management (IPM) team, supporting the construction, oversight, and day‑to‑day management of customized...Full timePart timeWork experience placementLocal areaFlexible hours$125k - $255k
DescriptionOverviewThe Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank’s enterprise pricing... ...for TM pricing and profitability frameworks.• Lead a team of product managers responsible for ECR and account...Full timeWork at officeRemote workWork from homeFlexible hours- ...FinTrust Connect seeks an experienced Senior Portfolio Manager to underwrite and manage Middle Market C&I lending relationships in a dynamic regional bank partnership. You will structure credit facilities, monitor performance, and partner with Relationship Managers to...
- ...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
$155.19k - $299.39k
...About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce solutions inside complex... ...while working at the executive level. You will lead a blended delivery team consisting of Forward Deployed...- ...Regions Financial Corporation in Atlanta, Georgia, seeks a Regions Business Capital Portfolio Manager to manage portfolios and execute strategies. The ideal candidate will have a Bachelor’s degree in Accounting, Business, or Finance with a minimum of nine years experience...
- ...Communications, Contact Center, Connectivity, and Managed Services solutions. We help organizations... ..., and delivery impact Support portfolio intake, triage, prioritization, and governance... ...trade-off decisions Coordinate across teams to manage cross-functional dependencies,...Full timeTemporary workFlexible hours
- ## 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
- ...Portfolio Manager The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management... ...PowerPoint, and Outlook) First Horizon Corporation is a leading regional financial services company, dedicated to helping our...Work experience placement
- ...The Coca-Cola Company is seeking a Senior Manager, PMO to oversee a complex portfolio of enterprise technology initiatives across Core Technology pillars... ...actionable plans, coordinate with program leaders, product teams, and business stakeholders, and #J-18808-Ljbffr...
- ...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...
$150k - $180k
...InvescoAs one of the world’s leading independent global investment... ...of our distinctive investment management capabilities, we provide a... ...DescriptionAbout the Department / Team: Invesco is a well-... ...long-only and long/short equity portfolios that allow, among other things...Full timeWork at officeFlexible hours- ...forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of... ...future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or...Local area
- ...InvescoAs one of the world’s leading independent global investment... ...of our distinctive investment management capabilities, we provide a... ...process is predicated on stable teams who collaborate across... ...marketsJob Purpose:The IFI Client Portfolio Manager (CPM) acts as an integral...Full timeWork at officeFlexible hours
$185.43k - $213.44k
...system.Job Description:At Regions, the Regions Business Capital Portfolio Manager manages portfolios and executes portfolio strategies.Primary... ...revenue generationStrong interpersonal skills used within a team environment and in client interaction with emphasis on...Full timeWork at officeFlexible hours$175k - $200k
...purpose and a winning culture? Start your Voyage -Apply NowJob Purpose Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income team. As a member of the Fixed Income Client Portfolio Manager Team, this role is responsible...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply... ...working from home or the office. SUMMARY: Serve as portfolio management officer for an assigned commercial banking portfolio, providing...For contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workWork from homeFlexible hours
$80k - $100k
A premier property management firm in Northeast Atlanta, GA is seeking an experienced Senior Portfolio Manager to oversee a high-value portfolio of... ...role offers the opportunity to lead daily operations and mentor a high-performing team while ensuring every board and homeowner...3 days per week$80k - $100k
...Finance & Loan Portfolio Operations Manager – Private Credit Location: Atlanta, GA Job Type: W2 | Hybrid (Work in office in Cumming, GA or Marietta... ...'s growth and operational excellence. Why Join Our Team? We're not your average private lending company. Here, you...Work at office2 days per week- ...solutions. We are committed to helping our team members find success while maintaining... .... Summary / Objectives The Commercial Portfolio Manager supports the commercial loan and deposit... ...stakeholders such as attorneys and developers. Lead special projects as directed by Credit...
- ...Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B... ...deliverables Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid...Full timeWork experience placement
- About InvescoAs one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for... ...By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies...Full timeWork at officeFlexible hours
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