Portfolio Manager
$100k - $130kNew Edge Associates a Talent Acquisition Firm
Portfolio Manager The Portfolio Manager is responsible for managing the credit quality, risk profile, and ongoing performance of an assigned commercial loan portfolio. This role partners closely with Relationship Managers to support new business opportunities and existing client relationships through strong credit analysis, underwriting, and portfolio monitoring. The Portfolio Manager ensures compliance with bank credit policies and regulatory standards while helping drive profitable, well-structured growth. Job Requirements Underwrite new loan requests, renewals, and modifications Perform financial statement and cash flow analysis Monitor portfolio performance, covenants, and risk ratings Identify and elevate potential credit issues early Prepare clear, well-supported credit memorandums Ensure compliance with credit policy and regulatory guidelines Collaborate with Relationship Managers and Credit Administration Qualifications Bachelor’s degree in Finance, Accounting, Business, or related field 3–7+ years of experience in commercial credit, underwriting, or portfolio management Strong knowledge of C&I and/or CRE lending Proficiency in financial spreading and cash flow analysis Excellent written, analytical, and communication skills Base pay range $100,000.00/yr - $130,000.00/yr Seniority level Director Employment type Full-time Job function Management Industry Banking #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Florida, NY vacancy
- ...stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North... ...Specific Description Deliver adjusted earnings targets by managing a portfolio of physical and financial wholesale power derivatives...SuggestedFull timeSeasonal workRelocation
NextEra Energy Resources
Florida, NY5 days ago $120k - $170k
...The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands‑on portfolio management with leadership responsibilities...SuggestedLocal areaFlexible hoursCerity Partners Management LLC
Florida, NY2 days ago- ...Job Overview Quantum World Technologies Inc. seeks an experienced Portfolio Manager to support the VP and other senior leaders in managing portfolio initiatives. The role involves reporting, stakeholder coordination, and presentation preparation, with a hybrid work arrangement...SuggestedContract work
Quantum World Technologies Inc
Florida, NY3 days ago - ...nd Fl 8201 Preston Rd Dallas, TX 75225, USA Location: On site at Dallas location listed in the job posting Summary The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends, and escalating...Suggested
First Horizon
Florida, NY2 days ago $75k
...Location Lake Worth,Lake Worth, FL, 33463,United States Employee Type Exempt FT Portfolio Property Managers – Come work for a company that gives you the support you need! At GRS Community Management we specialize in professional Association Management that keeps our communities...SuggestedLocal areaGoebel Fixture Company
Florida, NY2 days ago- ...Job Summary As a Portfolio Director you will lead a high-performing, cross‑functional portfolio team, driving client satisfaction, revenue... ...ongoing service delivery. The Portfolio Director will directly manage Associate Directors and Coordinators, providing mentorship and...Contract work
Aptia Insurance Service Group LLC
Florida, NY5 days ago $90k - $110k
...structuring and account opening process as well as internal meetings and investor calls throughout the launch Coordinate with the Management Company Accountants on management fee and incentive forecasts Review audited financials and fund tax preparation (K‑1, Federal +...Full timeRelocationLeeds Professional Resources
Florida, NY3 days ago- ...fund financial reporting, including quarterly and annual financial statements, investor reporting packages, capital activity, and management reporting. Manage the integrity of fund accounting records by maintaining the general ledger and analyzing account activity...Relocation
Atlantic Group
Florida, NY3 days ago $35 - $43 per hour
Base pay range $35.00/hr - $43.00/hr We are seeking a motivated and detail-oriented Fund Accountant to join our dynamic team in Lake Mary, Florida. This position offers the opportunity to work in a collaborative, fast-paced environment supporting mutual fund operations...Contract work3 days per weekIntePros
Florida, NY1 day ago$32 - $34.68 per hour
Job Title Accountant II / Fund Accountant Location Lake Mary, FL 32746 Pay Rate $32.00/hr – $34.68/hr Duration 6 Months (Extension based on performance) Role Summary The Accountant II – Finance (AIIF) is responsible for delivering efficient, SOX-compliant, and GAAP-aligned...Contract workWork experience placementFlexible hoursDexian
Florida, NY1 day ago- ...responsible for delivering end-to-end fund accounting services across a portfolio of investment funds. You will play a key part in NAV... ...experience, this role can include leadership responsibilities such as managing and developing team members, overseeing workflows, and driving...
Insight Global
Florida, NY1 day ago - ...and personal time off. Responsibilities The Cyber Security Administrator ensures documentation of ATO, security compliance, ATO management, continuous monitoring, vulnerability scanning, and incident response. Possess the knowledge and capability to implement and manage...Local area
Kinsley Power Systems
Florida, NY13 hours ago - ...supported, and engaged. Description Ensure compliance with DoD cybersecurity mandates, including NIST 800-53 Rev. 5, FedRAMP, Risk Management Framework (RMF), and DoD IL-4/IL-5 security policies. Implement security monitoring solutions, conduct vulnerability assessments,...Contract work
Prescient Edge
Florida, NY4 days ago - ...Review financial content used in investor communications, internal management reporting, and various one-off analyses or initiatives Review... ...with groups spanning tax, deal/acquisition teams, portfolio and asset management, legal/compliance, client-facing investor...
Green Key Resources
Florida, NY2 days ago - ...Cash Management Sales Manager This position will work closely with product management and product development teams to define product needs to support growth objectives. The Cash Management Sales Manager will work to identify ways to improve client experience and enhance...Temporary workWork at officeLocal area
$79.12k - $118.68k
...delivering performance assessments and/or corrective action Identify and implement process improvements to enhance efficiencies and manage procedural manuals and updates as required Coordinate Risk & Control agenda as well as work closely with upper level managers in...6AM City
Florida, NY1 day ago- Hedge Fund Operations Manager job at Tandym Group. North Miami Beach, FL. A Hedge Fund in Florida is seeking an accomplished Hedge Fund Operations Manager to work full time in the Sunny Isles office. This is a critical role that interacts directly with traders, prime brokers...Full timeWork at office
- ...Grants Program Manager Monday – Friday | 8:00 a.m. – 5:00 p.m. Make an Impact in the City of St. Cloud The City of St. Cloud is seeking a strategic and driven Grants Program Manager to lead and oversee the City’s grants management program. This role is responsible for...Monday to Friday
City of St. Cloud
Florida, NY10 days ago - MSB Home Loans is an independent mortgage brokerage with 27+ years in the business and a 4.9-star reputation built on doing things the right way. We're adding to our team and looking for a motivated loan originator who wants to grow with a company that puts people before...Self employmentRemote workFlexible hours
Citruscountychamber
Florida, NY1 day ago - ...Domestic, Non-QM, DSCR, and Commercial products Assist with client communication, documentation, and follow-ups Support pipeline management and deal execution Requirements Florida MLO license or willingness to obtain Strong communication and organizational skills Sales...Full timeWork from homeFlexible hours
The Q Kapital Group Corp
Florida, NY1 day ago - ...and operational excellence. Maintain full compliance with lending regulations through timely disclosures and organized pipeline management. Promote sustainability and cross‑sell banking solutions. Support the bank’s ESG mission by practicing environmental responsibility...Full timeTemporary workWork at officeRemote work
Climate First Bank
Florida, NY5 days ago £43.23k - £52.68k per year
...Grants Manager Band 6 | £43,231 - £52,679 1.0 FTE | 36 hours per week Location: Summerfield House, Aberdeen / hybrid working NHS Grampian Charity exists to enhance the health and wellbeing of people across Grampian by investing in projects, services and activities that...Hourly payFull timePart timeNHS Scotland
Florida, NY4 days ago- ...start date Seven plus years of experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, and Skills...
$80k - $110k
...communicator with the ability to present insights to senior stakeholders Ideal Profile Proactive, detail‑oriented, and comfortable managing multiple workstreams Curious and resourceful, with strong ownership mentality Thrives in fast‑paced, entrepreneurial environments...Full timeTalent Haus
Florida, NY3 days ago- TwinThread is looking for a Senior Home Lending Advisor to join their Chase Home Lending team in New York. This role involves serving as the primary contact for customers throughout the loan process, while collaborating with branch teams to enhance customer experience....
TwinThread LLC
Florida, NY5 days ago - Huntington Bancshares, Inc. is seeking a Mortgage Loan Officer - Retail to provide outstanding customer service and support clients in navigating mortgage products. This role involves developing new business relationships and advising customers through the loan process...Work at officeRemote workFlexible hours
Huntington Bancshares, Inc.
Florida, NY2 days ago - ...integrity to everything they do. Morgan Stanley Private Bank, National Association ("MSPBNA") is a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion...Worldwide
Morgan Stanley
Florida, NY1 day ago - ...Rewarding Compensation : Aggressive commission opportunity for experienced reverse mortgage loan officers. Innovative Products : Offer a portfolio of reverse mortgage solutions and one of the most comprehensive platforms in the industry tailored to meet diverse client need...Flexible hours
Rate
Florida, NY5 days ago $100k - $200k
...AI driven tools and automation support you in engaging, following up, and converting more borrowers. An experienced operations team manages files from disclosure through funding. Ongoing training, coaching, and leadership development help you grow in your career. A...Base plus commissionSimpLend Mortgage LLC
Florida, NY1 day ago- A global financial services firm based in the United States is seeking a Mortgage Consultant to provide excellent client experiences throughout the home loans mortgage origination cycle. Candidates should have 4-8 years of relevant mortgage experience and establish relationships...
Morgan Stanley
Florida, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
