Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group
$98.18k - $115.5kU.S. Bank
Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. This role grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities Underwrite all types of credit account exposure. Manage an assigned credit portfolio. Successfully close new business relationships and expand existing relationships. Manage credit risk and respond to prospect or customer credit questions. Make independent calls on the assigned portfolio of relationships. Provide customer service, participate in joint sales calls with Relationship Manager(s), and identify customer needs. Basic Qualifications Bachelor's degree, or equivalent work experience. Four to six years of relevant experience. Preferred Skills & Experience Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products. Strong relationship management and business development skills. Strong analytical and problem‑solving skills. Effective presentation, verbal and written communication skills. Benefits Our approach to benefits and total rewards considers our team members’ whole selves. The benefits include: 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 for more details. Salary Pay Range: $98,175.00 - $115,500.00. The salary range reflects figures based on the primary location. 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 and 401(k) contribution and pension (all benefits are subject to eligibility requirements). Equal Employment Opportunity 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. Compliance & Background Checks 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). Certain positions may also be subject to the requirements of FINRA, NMLS registration, RegZ, RegG, 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. Disability Accommodations 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. Posting Status Posting may be closed earlier due to high volume of applicants. #J-18808-Ljbffr
$98.18k - $115.5k
...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining...SuggestedTemporary workWork experience placement$98.18k - $115.5k
...U.S. Bank is seeking a Portfolio Manager in Cincinnati, Ohio, to manage corporate banking relationships. Key responsibilities include underwriting credit accounts, managing a portfolio, and expanding customer relationships. The ideal candidate should hold a bachelor's...Suggested- The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams... ...CPM will build and maintain strong relationships with our institutional and intermediary distribution teams, as well as prospects...Suggested
- ...perspective in underwriting and managing complex Wholesale... ...Managers, Credit Portfolio Managers, and the Credit... ...internal and external client interaction. Credit Portfolio... ...Qualifications Education & Experience ~ Bachelor... ...or a discretionary profit sharing bonus program....SuggestedTemporary workWork experience placement
$98.18k - $115.5k
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships... ...development skills Ability to work effectively with individuals and groups across the company to manage customer relationships...SuggestedTemporary workWork experience placementLocal area- ...in Cincinnati, Ohio is seeking a Senior Portfolio Manager - Team Lead to manage transactions and... ...business portfolio tasks within the Tax Credit Lending team. The role involves... ...recommending credit decisions, and engaging in client communication. Ideal candidates should...
- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking... ...skills and demonstrate effective communication to manage client relationships and ensure compliance. #J-18808-Ljbffr...
- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...Remote work
$96.5k - $207.5k
...The Commercial Senior Portfolio Manager is a key member of the... ...recommendations on appropriate credit structures, pricing,... ...team" to: Meet with clients and participate in... ...and maintain Investor Group on lender portal,... ...relevant experience, education and geographic location...Work at office$96.5k - $207.5k
...The Commercial Senior Portfolio Manager is a key member of the... ...recommendations on suitable credit structures, pricing,... ...Manager to: meet with clients and participate in... ...maintaining an Investor Group on the lender portal,... ...set, experience, education, and geographic location...Work at office- A major financial institution is seeking a qualified Wealth and Investment Portfolio Manager III in Cincinnati, Ohio. The successful candidate will manage complex investment portfolios, ensuring alignment with both client and corporate objectives. Responsibilities include...Remote jobFlexible hours
- ...closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with... ...reporting packages. Ensures credit quality standards are executed... ...Portfolio Managers within the Group. Bona Fide Occupational Qualifications...Immediate startRemote workNight shift
- ...The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance... ...working experience with credit rating agencies and legal teams... ...capital efficiency for insurance clients. - Required Prior and... ...5% travel #J-18808-Ljbffr Western & Southern Financial GroupWork experience placementWork at office
- Description Client-Facing Responsibilities: Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers Manage and grow a personal book of business serving sophisticated institutional clients Deliver high...Work at officeRemote workWork from homeFlexible hours
- ...Portfolio Manager The Portfolio Manager will work as a member of the commercial... ...or needed. Previous formal credit training or proven strong... ...statements from commercial clients to determine what is needed.... ...respond to questions from groups of managers, clients,...Work at office
$65,000 - $75,000 per week
...Hours/Week 32 hrs/week; non-exempt The Sr. Manager, Workforce and Education Partnerships serves as... ...sheets, early college credit guides, video libraries... ...educators engaged, affinity group presentations, and... ...with secondary education institutions (middle schools, high...Full timeApprenticeshipWork experience placementCasual workWork at officeAfternoon shift- ...Cincinnati is seeking a professional for client-facing responsibilities to manage and grow relationships with corporate and non-profit boards. This role involves strategic... ...and a collaborative mindset to enhance institutional client servicing. The ideal candidate should...Work at office
$132.5k - $302.4k
...50,000 people serving clients in more than 120 countries... ...will be a Senior Manager within the Commercial... ...industry. The Commercial Credit Consultant designs and... ...for wholesale credit institutions Lead wholesale credit... ..., closing, servicing, portfolio management) Demonstratable...Live inWork at officeLocal area$53.4k - $109.5k
The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting daily underwriting and monitoring duties... ...unforeseen obstacles that may impede client expectations Identify and... ...Analyst II - Financial Institutions Base Salary Range: $53,400....Work at officeLocal area$111.61k - $131.3k
...excel at-all from Day One. Job Description Manages individual and/or trust account assets and... ...and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility...Temporary workWork experience placementLocal area$96.5k - $207.5k
...Senior Portfolio Manager - Tax Credit Lending Make banking a Fifth Third better® We connect great people... ...of the business. This role includes client interaction, managing portfolio risk,... ...skillset, relevant experience, education and geographic location. In addition...- Back Portfolio Manager - Trust INVM #32-9419 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in... ...presentations and compiling supporting information for current clients and for developing new business by promoting investment...Full timePart timeWork at office
- ...:Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities:Manages medium/large and complex portfolios based on client and corporate investment objectives.Works closely with the customer to monitor investment...Work at officeRemote workWork from homeFlexible hours
- ...Job Description *** Dean of Institutional Effectiveness- Good Samaritan College*** At Good... .... For more than 125 years, we've been educating compassionate, skilled professionals right... ...departments hold daily huddles, non-clinical hold weekly huddles. Regularly...Full time
- General Function Manages fixed income assets for one or more fixed... ...providing investment management, client service, and support of new... ...more senior Fixed Income Portfolio Managers with major accounts.... ...skillset, relevant experience, education and geographic location. In addition...Work at office
- ...just like we help thousands of clients reach their financial goals.... ...purchase plan, various education assistance programs such as... ...with and supports up to two Portfolio Managers in the day-to-day management... ..., Relationship Managers and Credit Officers to ensure efficient...Work experience placementLocal area
- U.S. Bank seeks a Portfolio Manager to oversee Corporate Banking credit relationships and enhance revenue through effective management of existing and new clients. This role requires strong relationship management and problem-solving skills, along with the ability to assess...
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....Work at officeFlexible hours
- ...comprehensive financial planning and investment management services. The ideal candidate will have 3... ...financial principles. This position offers a supportive environment for building client relationships and achieving business growth objectives. #J-18808-Ljbffr The Misch Group
- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...Work at officeRemote workFlexible hours
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