Portfolio Management Officer II
$90k - $95kNew Edge Associates a Talent Acquisition Firm
2 days ago Be among the first 25 applicants Base pay range $90,000.00/yr - $95,000.00/yr New Edge Associates is proud to partner with a growing community bank to identify a Portfolio Management Officer II to support its commercial lending team. This role is critical to maintaining strong credit quality, disciplined portfolio oversight, and efficient deal execution. Working closely with Relationship Managers, Credit Administration, and Underwriting, the PMO II ensures credit relationships remain compliant, well‑documented, and proactively monitored. The ideal candidate brings strong credit acumen, attention to detail, and a collaborative mindset, with the ability to identify emerging risks and support relationship teams through the full credit lifecycle. Responsibilities Support RMs with financial analysis, credit memos, term sheets, and deal screening Monitor covenant compliance, exceptions, maturities, delinquencies, and criticized assets Coordinate documentation and underwriting packages across internal teams Assist with annual reviews, renewals, and risk rating assessments \ Ensure compliance with credit policy, BSA/AML, OFAC, and regulatory standards Conduct site visits and assist with department‑wide initiatives as needed Qualifications Bachelor’s degree in Finance, Accounting, or Business (Master’s or equivalent experience) Formal credit training required 5+ years of experience in commercial credit, lending, or portfolio management Strong knowledge of banking products, credit documentation, and accounting principles Proficiency in Microsoft Office; experience with nCino, FIS IBS, Salesforce, or SQL a plus Highly organized with strong communication and time‑management skills Seniority level Director Employment type Full‑time Job function Management Location Miami, FL #J-18808-Ljbffr New Edge Associates a Talent Acquisition Firm
$71.4k - $84k
## Portfolio Compliance AnalystApplylocations: Ft. Lauderdale, Florida, United States of Americatime... .... As a forward thinking asset manager, we build dynamic relationships with clients... ...work collaboratively across global offices and gain exposure to complex investment...SuggestedLocal areaFlexible hours3 days per week- ...Jupiter, FL is hiring a Quality Specialist II to ensure product conformance and support quality data analysis. You will manage inspections, non-conformance reports, and support... ...programs, and proficiency in Microsoft Office. A high school diploma is required; an associate...SuggestedHourly payFull timeWork at office
- ...best work, whether you’re in the office, working remotely, or blending... ...Compliance Specialist II to join our growing team. In this... ...this role you will independently manage a defined caseload of... ...and manage a defined caseload portfolio of permitting and compliance projects...SuggestedWork at officeImmediate startRemote workFlexible hours
- ...Representative based in New York. This role focuses on marketing financial products, conducting needs analysis, and providing customer portfolio management. Candidates should hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent...Suggested
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- ...Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton... ...allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte,...Work at office
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- Franklin Templeton Investments is seeking a Portfolio Compliance Analyst to join their team in Ft. Lauderdale, Florida. This role entails... ...skills. This position offers a hybrid model, combining in-office work and remote flexibility. #J-18808-Ljbffr Franklin Templeton...Work at officeRemote work
- Cordis is seeking a Specialist II Quality Assurance - QA Analytical Lab to conduct complex laboratory testing and investigations, support method development, and ensure compliance with GMP/ISO standards. The role involves maintaining equipment, calibrations, and documentation...
- Westinghouse Electric Company LLC is looking for a Business Analyst Level 2 for a 10-month contract. You will support the Business Management Portfolio Services Compliance team, ensuring compliance with contractual obligations and ISO standards. Your role includes monitoring...Contract work
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$106.44k - $138.37k
...study -- accounting, business administration, business or commercial law, commerce, economics, engineering, finance, industrial management, statistics, traffic management, transportation, motor mechanics, or other fields related to the position. OR Experience that demonstrated...Temporary workLocal area$94k - $142k
...supporting root cause analysis, executing material dispositions, coordinating internal rework, maintaining accurate quality records, and managing vendor return material authorizations (RMAs) in partnership with Warehouse and Purchasing teams. Manage containment activities for...- Administer assigned fiduciary and investment management accounts Manage account administration, risk management, and servicing Provide relationship management and product specialty expertise, including IRAs, charitable/philanthropic accounts, ILITs, and estates Work...Work experience placement3 days per week
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...Agency: Department of Corrections Working Title: OPS CORRECTIONAL OFFICER STATEWIDE 1 1 This is a statewide advertisement for part‑time... ..., Lieutenant, Captain, Major, and Colonel. From there, management positions include Assistant Wardens and Wardens. Correctional...Hourly payPart timeMonday to Friday- ...A leading property management firm in New York is seeking a Compliance Specialist to ensure adherence to Low-Income Housing regulations. Responsibilities include managing compliance documentation, conducting audits, and maintaining effective communication with housing...
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Apartment Management Consultants (AMC) is a leader in the property management industry. Our passion for helping people, creating authentic relationships, and common values has established a working environment that undeniably stands out. Every day our associates have the...Hourly payFull timeTemporary workPart timeLocal area- Pinnacle Environmental Management Support, Inc. is seeking an UST Compliance Specialist to manage storage tank programs across client sites... ...position emphasizes ownership of site lifecycle, multi-state portfolios, and steady communication with regulators. #J-18808-Ljbffr...Remote job
- Unicity Care Management is looking for a Clinical Liaison in New York, dedicated to connecting healthcare providers with community resources. This position involves developing referral networks and ensuring effective communication to deliver personalized care management...Flexible hours
- ...transactional testing and ongoing internal assessments of the institution’s CRA performance Provide compliance guidance to internal management based on analysis and interpretation of the regulation and Truist’s CRA performance Maintain a high-level of knowledge concerning...
- Manage customs broker and freight forwarder relationships, including onboarding, powers of attorney, service expectations, SOP updates,... ...Proficiency with standard business and reporting tools (e.g., Microsoft Office) is required. Certified Customs Specialist certification Six...Work at office
$17 - $20 per hour
...periodically throughout the run. They also work directly with the Quality Manager to identify, mitigate and improve quality performance by... ...skills. Attention to detail. Working knowledge of Microsoft Office applications. Ability to communicate and work with co-workers...Temporary workWork at officeShift work- Draper is seeking a Government Accounting & Compliance Analyst 2 in Cambridge, MA. The role focuses on government cost accounting compliance for federal contracts, including policy development, regulatory review, and supporting submissions. You will monitor compliance, ...
- ...Compliance Specialist to join our team in a full-time, on-site role in Birmingham, AL. You will work with our compliance and property management teams to ensure adherence to Federal, State, and County regulations across properties. Responsibilities include lease packet...Full time
- ...service attitude and adherence to organizational values. The candidate should demonstrate strong communication, multitasking, and reliability, with experience in MS Office and familiarity with EHR/EMR systems preferred. #J-18808-Ljbffr Sarasota Memorial Health Care System
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