C&I Portfolio Manager
Broadgate
Our client are a Regional Bank who are looking for 2 Portfolio Manager's during a period of growth. Summary/Objectives The Commercial Portfolio Manager III supports the commercial loan and deposit portfolio of one or more Relationship Managers providing quality underwriting, sound portfolio management and superior client service. Essential Functions Analyzes financial information to evaluate credit worthiness of new and renewal loan requests and ongoing portfolio management activities Conducts industry research supporting existing and prospective customers Compiles commercial loan packages including credit memos, financial analysis of borrowers/guarantors, risk grading and recommendations Completes additional credit analysis using in-depth tools beyond traditional spreads and global cash flow (e.g. CRE analysis) Guides loan requests through the Credit Approval Process ensuring structure meets client and operational objectives Ensures large commercial loan relationships comply with State and Federal regulations and internal policies Monitors portfolios through covenant testing, annual servicing reviews and exception clearing Properly grades and recommends adjustments to risk grades as circumstances evolve Assists Relationship Managers in credit presentations to Credit Administration and committees Ensures all required documentation is in file; works to clear documentation or compliance deficiencies Builds positive relationships with internal partners and external stakeholders including attorneys and appraisers Adheres to BSA, AML, CIP and OFAC regulatory requirements Strong financial analysis and credit underwriting skills Proficient in Microsoft Excel and Word High attention to detail and strong organizational skills Excellent interpersonal and communication skills Ability to manage multiple priorities under pressure Qualifications Education: Four-year degree in Business Administration, Finance, Accounting or related field Experience: Minimum 8 years in credit analysis or commercial banking; at least 5 years in portfolio management and/or underwriting Knowledge: Accounting and lending principles; Federal and State lending regulations; loan structuring and documentation #J-18808-Ljbffr Broadgate
$130k - $150k
...strong purpose and a winning culture? Start your Voyage - Apply Now Job Purpose The Assistant Vice President, Insurance Portfolio Manager is a core investment professional within the Insurance Portfolio Management (IPM) team, supporting the construction, oversight...SuggestedPart timeWork experience placementLocal areaFlexible hours- Middle Market Portfolio Manager Overview: The Middle Market Portfolio Manager (“PM”) is responsible for the independent underwriting, structuring... ...complex credit relationships across the general Middle Market C&I landscape, a core growth strategy for Truist Corporate &...SuggestedFull timePart timeShift workDay shift
$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- 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...SuggestedFull timeWork experience placement
$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 exposure management for AIG’s North American Insurance businesses. Effective...SuggestedWork at office- ...Required Skills See description Company Overview Silvercrest Asset Management Group is a registered investment advisor that provides asset... ..., and other institutional investors. Job Objective The portfolio manager will create and manage investment portfolios for our clients...Work at office
$100k - $135k
Base Pay Range $100,000.00/yr - $135,000.00/yr A client in the Atlanta area is looking for a ServiceNow Strategic Portfolio Management (SPM) SME/Consultant to advise on best practices and provide excellent customer service and support to users with questions of SPM. This...Full time- Position Overview Create and manage investment portfolios or perform portfolio management duties that meet the risk/return requirements of the insurance liabilities or surplus. May act as the lead in the creation and implementation of investment mandates and the selection...Work experience placementWork at office
- ...Location: On site at a Georgia location listed in the job posting Summary The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship...Work experience placement
- ...cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Summary/Objectives The Commercial Portfolio Manager III supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial, CRE or Middle Market)...Full timeLocal areaRemote workHome office
- ...Commercial Portfolio Manager The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond...Local area
- A leading property management company in Atlanta is seeking a Portfolio Director to oversee the Property Management function. You will manage a portfolio of single-family homes, drive performance, and ensure compliance with operational standards. Ideal candidates will...Full time
- ...days a week just because they want to - because of our culture and fun work environment and the comradery.” The Opportunity - Portfolio Manager Report directly to the Chief Investment Officer Oversee a LIHTC portfolio of ~50 properties and ~5,000 units (including affordable...Full timeWork at officeLocal area
$156k - $175k
Truist is seeking a skilled credit analyst in Atlanta, Georgia, to manage Asset Based Lending transactions, ensuring compliance and credit quality. Candidates should have a BA/BS degree and 7-11 years of experience. Strong analytical and technical skills are essential,...- ...ourbrandsandfosterstrongrestaurant growth. RESPONSIBILITIES Act as a project manager for the franchisee-to-franchisee transfer process; provide... ...Experience Inspire is a multi-brand restaurant company whose portfolio includes more than 33,000 Arby’s, Baskin-Robbins, Buffalo Wild...WorldwideShift work
- Cooper Lighting Solutions in Atlanta, Georgia, is seeking an experienced credit professional to manage complex loan portfolios. You will independently analyze financial statements and navigate credit scenarios, ensuring adherence to banking policies while facilitating...
- Marksman Security is seeking a Transition / Senior Project Manager (SPM) to lead the end-to-end transition and mobilization of a new portfolio and evolve into a senior PM coordinating across Retail, Data Centers, and Corporate verticals. You will own the master portfolio...
- Hillcrest Bank is seeking a Specialty Banking Portfolio Manager III in Atlanta, GA. The role involves managing client relationships, supporting business development efforts, and ensuring compliance with banking regulations. Ideal candidates should have a bachelor’s degree...
- The Portfolio Manager will play a critical role within a dedicated sales team that generates and supports the assigned customer portfolio, including partnership with the Sales Director, Account Managers, Sales Operations, Solutions, and delivery leadership. The role is...Work at officeWorldwide
- Fifth Third Bank, Atlanta-based, seeks a Commercial Senior Portfolio Manager to oversee a dynamic portfolio of commercial clients. You will lead deal structuring, monitor credit risk, and work with Relationship Managers to optimize credit terms and financial structures....
- Fifth Third Bank in Atlanta seeks a Commercial Senior Portfolio Manager to lead a sophisticated portfolio, evaluate credit structures, and guide decisions with the Coverage Team. You’ll review financial statements, monitor risk, and interact with Credit Analysts to ensure...
- 1201 Invesco Advisors Inc. is seeking a skilled risk manager with over 7 years of experience in the investment management industry. The candidate will monitor portfolios for compliance with risk policies, conduct risk analysis, and deliver insights to senior leadership...Full time
- UST is actively seeking a highly experienced IT Delivery Manager to lead the telecom customer engagement delivery team in Atlanta, Georgia. Responsibilities include overseeing project delivery, managing a team of 20-40, and financial governance, ensuring customer satisfaction...
- General Function The Commercial Senior Portfolio Manager is a key member of the coverage team, managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing...
- A regional banking institution is seeking a Commercial Portfolio Manager III in Atlanta, Georgia. This role supports commercial loans and deposits from Relationship Managers, focusing on underwriting and portfolio management. Ideal candidates have at least 8 years of credit...Remote job
- FinTrust Connect is seeking a CRE Portfolio Manager Team Lead in Atlanta, GA, to lead a team in Commercial Real Estate Lending. The candidate will be involved in underwriting, portfolio management, and strategic decision-making while fostering a collaborative work environment...
- ## Commercial Senior Portfolio ManagerApplylocations: Atlanta, GAtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...Fifth Third Bank.GENERAL FUNCTION:The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions and...Work at office
- SouthState Bank is looking for a Commercial Portfolio Manager to support our commercial loan and deposit portfolio. In this role, you will analyze financial information, guide loan requests, and ensure compliance with regulations. You will work closely with Relationship...
- Georgiasown is seeking a Senior Commercial Portfolio Manager in Atlanta. This role offers a flexible hybrid work arrangement, combining in-office collaboration with remote work. The successful candidate will serve as a portfolio management officer for a commercial banking...Work at officeRemote workFlexible hours
- FinTrust Connect, located in Atlanta, is seeking a CRE Portfolio Manager Team Lead to oversee a team in Commercial Real Estate Lending. This role focuses on underwriting and portfolio management, requiring strong leadership and extensive experience. The ideal candidate...
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