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...SuggestedFull timeWork experience placementLocal area
- ...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...SuggestedWork at officeRemote workFlexible hours
- ...for ACG’s fastest-growing company in Georgia. RESICAP's Property Management division, ResiHome, is committed to providing our residents... ..., innovative company? Position Purpose Overseeing property and team management functions in a designated market. You will be managing...SuggestedWork at officeRemote work
- ...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...SuggestedWork experience placementLocal area
- ...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...SuggestedFull timeWork experience placement
- ...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 II supports the commercial loan and deposit portfolio of one...Full timeLocal areaRemote workHome office
- ...Metropolitan Area* Many firms say they can manage your wealth. Few can create it. At BIP... ...POSITION SUMMARY: We are looking for a Portfolio Manager to help support our rapid growth... ...will be an addition to the BIP Investment team, a team of unmatched talent with a well-established...Work experience placementLive inWork at officeWork from home
- ...relationships and circumstances and actively manages a Middle Market Banking portfolio. Includes day-to-day client... ...from time to time. Underwriting: leads the entire commercial underwriting... ...across the PM organization. Deal Team Management: Expected to manage these...Full timePart time
- Portfolio Manager Need portfolio manager with 5-10 years of experience in commercial credit analysis and/or portfolio management experience concentrating on C&I and CRE loans. Growing bank in Atlanta with excellent culture and management structure. Search America
- ...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...
- ...SBA/USDA Portfolio Manager The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally... ...assets management. ~ Provide mentoring and leadership for team member. ~ Managing the collections process. ~ Manage the...Remote work
- ...Portfolio Manager The Portfolio Manager is responsible for underwriting, managing, and monitoring a portfolio of commercial and not-for-... ...change from time to time. Underwriting & Credit Analysis: Lead the end-to-end underwriting process for new and existing commercial...Work at office
- ...Portfolio Manager Galleria - Atlanta, GA 30339 Coastal States Bank was founded on the relationships we build with each other and the communities... ...strong working relationships with the clients, banking team, credit team and other internal partners. The Portfolio...Full timeBank staffWork at officeMonday to FridayFlexible hours
$93k - $189k
...Huntington's Commercial Portfolio Manager - Power & Utilities Huntington's Commercial Portfolio Manager - Power & Utilities will co-manage... ...Managers, Treasury Management, Capital Markets and other team members Basic Qualifications: ~ Bachelor's degree required...Work at officeRemote workWork from homeFlexible hours- ...Job Description Job Description Sixes Management Group is a fast growing association... ...career-oriented individuals to join our team! Education and Experience Requirements... ...General and Administrative: Oversee a portfolio of Associations or serve as an onsite property...For contractorsWork 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
- ...provide guidance and improve the overall quality of living in Homeowners Associations (HOA) and Condominium Associations. Property managers serve as the liaison and expert between the BOD, homeowners, committees, and vendors. This role is to represent the values, goals,...Contract workFor contractorsCasual workWork at officeRemote workMonday to Friday
- ...ordinary leasing and property management company. We were listed one of... ...management division of RESICAP, the leading solution for institutional... ...! Job Title: Assistant Portfolio Manager Position Purpose: Overseeing property and team management functions in a designated...Work at office
- ...detail-oriented Senior Fund Accountant to lead financial reporting and fund operations... ...for Foundry's commercial real estate portfolio. Investor Reporting Act as primary... ...accounting information to Foundry Investment Management team to support preparation of quarterly...Interim role
- ...Senior Portfolio Accountant At EisnerAmper, we look for individuals who welcome new ideas... ...industry You will have the flexibility to manage your days in support of our commitment to... ...our differences is what unites us as a team and strengthens our foundation Showing...Local area
$120.76k - $228.82k
...law. Job Description The Portfolio Director is responsible for... ...oversee portfolio financial management processes, including budget development... ...Planning & Forecasting Lead development and management of... ...with portfolio management teams to ensure financial alignment...Contract workTemporary workFor contractorsWork experience placementWork at officeLocal area3 days per week1 day per week- ...reporting issues related to fund activity. Partner with internal teams, fund administrators, auditors, and other external service... ...relevant accounting experience , preferably within investment management, private equity, real estate funds, hedge funds, or another alternative...Work at office3 days per week
- ...Alternative Investment Fund Administrator Manages and coordinates alternative investment... ...to support performance attribution, portfolio reporting, fact sheet development, and both... ...accurate reporting. Supports the investment team by providing performance attribution,...Work at office
- ...Job Description Job Description Senior Portfolio Manager – Atlanta, GA FinTrust Connect has partnered with a well-capitalized regional... ...Managers, credit partners, legal resources, and loan administration teams throughout the approval and documentation process....
$75k - $145k
...Description Job Description Senior Portfolio Manager – Special Assets (Leveraged & Corporate... ...relationships with internal Risk Management teams and external stakeholders to protect the... ...defensible. Reporting & Compliance: Lead the preparation of impairment analyses,...Full timeWork at office- ...investment sales, loan servicing, and fund management, we deliver innovative solutions tailored... ...client's goals and we foster inclusive teams committed to collaboration and growth.... ...delivering repeatable results. ~ The drive to lead, innovate, and elevate the industry...Currently hiring
- ...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
$60.92 per hour
...financial reporting. The SAO also provides enterprise oversight and management of the States Enterprise Resource Planning (ERP) system,... ...compliance with data privacy standards and State policies.Serve as the Lead Security Administrator for the Workday application, responsible...Work at officeLocal area2 days per week1 day per week- Panther Residential Management is seeking a Regional Manager to oversee the operational and financial performance of a portfolio of multifamily communities. You will lead Community Managers, partner with property teams and corporate partners, and ensure communities meet...
- ...s problems that arise in receiving airport credentialing services. Perform administrative tasks, i.e., statistical reports, data management updates, scanning documents and participate in security related projects as assigned. Familiarizes other security staff with procedures...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager Team Lead. Be the first to apply!
- portfolio manager Atlanta, GA
- funding manager Atlanta, GA
- fixed income portfolio manager Atlanta, GA
- hedge fund manager Atlanta, GA
- fund accounting manager Atlanta, GA
- merchandise team leader Atlanta, GA
- team leader Atlanta, GA
- compliance team leader Atlanta, GA
- integration team lead Atlanta, GA
- team lead data science Atlanta, GA




