Wealth Credit Portfolio Manager - High-Value Lending
Jobtailor
Jobtailor is seeking a Wealth Credit Portfolio Manager to underwrite loan transactions and manage a portfolio averaging over $500MM in size. The role supports a national franchise serving High Net Worth clients within the Wealth Advisory segment. You will handle high-value loan requests, structure terms and pricing, and coordinate with credit risk management while mentoring junior portfolio managers. The ideal candidate has 7+ years in structured wealth lending or large commercial credit #J-18808-Ljbffr Jobtailor
- ...Chamber of Commerce seeks a Wealth Credit Portfolio Manager to underwrite loan... ...transactions and manage a portfolio valued at over $500MM. This role... ...significant client interaction with High Net Worth clients and... ...of experience in wealth lending or commercial credit. The position...Suggested
- Responsibilities The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions, including... ...a growing national franchise with High Net Worth or Ultra High Net Worth... ...seven (7) years in structured wealth lending or with large commercial credit...Suggested
$84.15k
Job Description At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit... ...(PWM) credit requests submitted by Private Wealth and Lending Advisors. This position will serve on the First Line of...SuggestedFull timeFlexible hours- United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing discretionary investment portfolios for high-net-worth individuals and institutions, developing investment strategies, and building client relationships...SuggestedFull time
- ...States of America) Job Description The Wealth Credit Portfolio Manager is responsible for underwriting loan... ...a growing national franchise with High Net Worth or Ultra High Net Worth clients... ...seven (7) years in structured wealth lending or with large commercial credit...SuggestedFull timePart timeShift workDay shift
- Overview The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has... ...to pass a criminal background & credit check This is a full-time, non-remote...Full timeLocal areaRemote work
- A financial services institution is seeking a Private Wealth Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the...
- ## Associate Portfolio Manager, IFI High YieldApplylocations: Atlanta, Georgiatime type: Full timeposted on: Posted... ..., and key risk metrics* Translate credit research into actionable investment ideas and evaluate relative value across issuers, sectors, and capital structures...Full timePart timeWork at officeFlexible hours
- ...the integrity of our values: building trust, fostering... ...The Commercial Portfolio Manager III supports the commercial... ...to evaluate the credit worthiness of new loan... ...a commitment to fair lending practices. Remains knowledgeable... ...organization skills High attention to detail...Full timeLocal areaRemote workHome office
- Cooper Lighting Solutions is seeking a qualified individual to manage a portfolio of Asset Based Lending (ABL) transactions, ensuring credit quality and compliance. The role involves financial analysis, risk mitigation, and close interaction with clients. Located in Atlanta...
- ...The Commercial Senior Portfolio Manager is key member of the "... ...recommendations on appropriate credit structures, pricing,... ...financial covenants value collateral. Generate... ...partners credit lending policy interpretation.... ...Commercial Banking. Highly proficient analytical...Work at office
- ...Commercial Senior Portfolio ManagerApplylocations... ...Senior Portfolio Manager is key member of... ...recommendations on appropriate credit structures,... ...covenants value collateral.* Generate... ...partners credit lending policy interpretation... ...Banking.* Highly proficient analytical...Work at office
- ...the integrity of our values: building trust, fostering... ...The Commercial Portfolio Manager supports the commercial... ...package includes a written credit memo with sufficient... ...a commitment to fair lending practices and knowledge... ...organization skills. High attention to detail....Local area
- ...the integrity of our values: building trust, fostering... ...The Commercial Portfolio Manager supports the commercial... ...information. Provide written credit memos, financial... ...Demonstrate commitment to fair lending practices and stay... ...Excel and Word. High attention to detail, patience...
- ...The Commercial Senior Portfolio Manager is a key member of the... ...recommendations on appropriate credit structures, pricing,... ..., and collateral value. Generate commitment... ...partners with credit lending policy interpretation.... ...Commercial Banking. Highly proficient analytical,...Work at office
- ...The Commercial Senior Portfolio Manager is a key member of the... ...recommendations on appropriate credit structures, pricing,... ..., and collateral value Generate commitment... ...partners with credit lending policy interpretation... ...in Commercial Banking Highly proficient analytical,...
- Regions Financial Corporation is seeking a Private Wealth Management Advisor based in Atlanta, Georgia. This role involves developing and maintaining a portfolio of affluent and high net worth clients, utilizing consultative advisory approaches. Successful candidates will...Full time
- A financial services company in Atlanta, GA is seeking a Private Bank Wealth Advisor III. This role involves developing, managing, and delivering high-net-worth client Wealth Plans and requires at least 5 years of experience in wealth management or financial advisory....
- First Citizens Bank is looking for a Wealth Consultant to manage high net worth clients by providing tailored financial solutions. This role combines client acquisition responsibilities with wealth management strategy, requiring exceptional relationship-building skills...
- People Talent Acquisition is searching for a highly experienced Financial Advisor in Atlanta... .... This role involves leading investment management, strengthening client relationships, and... ...position emphasizes delivering quality wealth management services with a fiduciary...
- A prominent wealth management firm in Atlanta is looking for a Wealth Advisor to manage high-net-worth client relationships. The ideal candidate will provide comprehensive financial planning and develop new business opportunities while maintaining exceptional client service...Flexible hours
- Mohr Talent is seeking an Associate Portfolio Manager in Atlanta to support private client investment relationships. This role focuses on portfolio... ...emphasis. The ideal candidate will have over four years in wealth management and a Bachelor’s degree in Finance, Economics, or...
- , and how to manage your# **About Invesco**As one of... ...application of top-down relative value and economic views... ...:**The IFI Client Portfolio Manager (CPM) acts as an... ...Invesco seeks to hire highly engaged, confident individuals... ...institutional and wealth opportunities by...Full timePart timeWork at office
$132.5k - $338.3k
...services—creating tangible value at speed and scale.... ...will be a Senior Manager within the... ...within the wholesale lending industry. The Commercial Credit Consultant designs and... ...closing, servicing, portfolio management) Demonstrated... ...military or civilian High energy level, focus...Work at officeLocal area$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage investment... .... The ideal candidate has over 12 years of experience in wealth management, strong analytical skills, and the ability to...$126.82k - $149.2k
...Estate (CRE) Senior Underwriter manages portfolio risk by ensuring timeliness and accuracy of all credit actions, by providing guidance... ...or more years of commercial lending experience Preferred Skills... ...Posting may be closed earlier due to high volume of applicants....Temporary workWork experience placementWork at officeLocal area3 days per week$150k - $225k
...Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered... ...than $10B in assets under management. We are scaling both... ...embrace our culture, share in our values, and are dedicated to putting... ...to step into a well-supported, high-trust financial planning role...Temporary workWork at officeFlexible hours- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor... ...the primary client relationship manager in the Huntington Private Bank... ..., delivering, and managing a high-net-worth client's Wealth Plan... ...Originator under the Truth in Lending Act. If applicable, registration...Work at officeRemote workWork from homeFlexible hours
- ...what matters most. Schwab Wealth Advisory is a fee ‑... ...our clients. As a Sr. Manager, Wealth Advisor , you'll... ...business—prioritizing high-impact activities, coordinating... ...that align portfolios to client objectives, risk... ...our strong belief in the value of being together in person...Work at office
- ...Advisor responsible for developing and managing client relationships for high-net-worth individuals and organizations. You will oversee credit and treasury management relationships while... ..., and acting as a trusted advisor on wealth management strategies. The ideal...
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