Portfolio Manager
Full-time
First Horizon Bank
Location: On site at location listed in job posting.
SUMMARY
The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Key Responsibilities Include:
- Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
- Partners with Relationship Managers to:
- Meet with current and prospective clients to understand the specific customer requirements and needs.
- Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
- Answer client questions; ensure all data is accurate for loan underwriting.
- Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
- Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
- Assist in the pricing and structure of new loans and renewals.
- Coordinates closing and booking events.
- Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
- Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned
Qualifications Include:
- Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Mobile, AL vacancy
- ...Portfolio ManagerThe Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection...Suggested
FHN Financial
Mobile, AL1 day ago $50k - $75k
...firm—we are also thought-leaders and passionate developers of tools and resources for our clients and community. The RoleThe Portfolio Manager works closely with Client Partners to assist in client development and candidate placement in hospitals and surgery centers across...SuggestedPermanent employmentWork at officeWhitman Partners
Mobile, AL3 days ago- ...Commercial Portfolio Manager II 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...SuggestedLocal area
South State
Mobile, AL3 days ago - ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...lending guidelines and clients' requirements. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Mobile, AL3 days ago - ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...with lending guidelines and clients' requirements. + Manages a portfolio of customer relationships. Seeks prospective opportunities to...SuggestedFull timeWork experience placementWork at office
PNC
Mobile, AL3 days ago $50k - $250k
...our channels at 8pm on a Saturday and you'll have a real answer in about five minutes, from someone who's funding loans too, not a manager who hasn't originated in a decade. And the access goes all the way up: you can run a scenario personally with our president, CEO, regional...Remote workSatori Mortgage
Mobile, AL1 day ago- ...Digital Systems (IT & Software and Systems Engineering) and Industrial Performance (Quality Assurance, Supply Chain, and Project Management). Our expertise serves various technological sectors such as the aerospace, defense, rail, and energy industries while...Work experience placement
Scalian
Mobile, AL2 days ago - ...Job DescriptionJob DescriptionPROPERTY MANAGERCommercial Portfolio | Gulf CoastReports ToRegional Property ManagerLocationMobile, AL /... ...ownership role for an experienced commercial operator. You will manage a portfolio of commercial, retail, and industrial properties across...For contractorsWork at office
White-Spunner Realty Inc
Mobile, AL3 days ago - ...financial goals. Establishes annual fundraising goals and develops and manages the department budget in collaboration with the CEO and CFO as well as other leadership as appropriate. Maintains a personal portfolio of donors and prospects and participates in all aspects of the...Full timeTemporary work
- ...APG is a trusted property management company dedicated to delivering exceptional living experiences across its residential communities. With a strong commitment to operational excellence, resident satisfaction, and team development, APG fosters a collaborative environment...Permanent employmentContract workFor contractorsLocal area
APG
Chickasaw, AL5 days ago - ...Job DescriptionJob DescriptionJob DescriptionProperty Manager Overall Functions:The Property Manager administers and maintains all phases of community operations. Specific areas of responsibility include personnel functions, community maintenance, monitoring market conditions...Work at officeLocal area
ARBOUR VALLEY MANAGEMENT, LLC
Mobile, AL3 days ago - GMFS Mortgage Loan Officer Opportunity At GMFS Mortgage, we believe in more than closing loans we believe in changing lives. For over 25 years, we've built a company rooted in care, expertise, and connection, where team members feel valued and empowered to grow their...Local area
- Location : On site at location listed in job posting. Weekly Scheduled Hours: Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank...Full timeWork at officeMonday to Friday
First Horizon Bank
Mobile, ALa month ago - ...AL is seeking a Mortgage Origination professional to originate portfolio loans including conventional, FHA, VA and RD loans in compliance... ...promote bank products to clients and build a referral network, manage loan pipelines, and coordinate with processors, underwriters...
$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Mobile, AL2 days ago- ...Job Description Job Description APG is seeking a qualified Senior Property Manager for their Cimarron Ridge Apartments (248 units) in Mobile, AL and oversee another property nearby. The candidate must possess the ability to communicate professionally and effectively...For contractorsLocal area
Athos Properties Group LLC
Mobile, ALmore than 2 months ago $60k - $180k
Job Description Job Description Tired of losing deals to slow turn times and thin product menus? Compensation: $60K–$180K per year. This is a commission-based sales role. For loan officers with verifiable production history, we offer draws, transitional compensation...Relocation packagePrimary Residential Mortgage Inc
Mobile, AL16 days ago$10 per hour
...Mobile Hillcrest - Mobile, AL 36695 Position Type: Part Time Salary Range: $10.00 Hourly Job Shift: Any Reports to: General Manager/Assistant General Manager Payment Type: Hourly, non-exempt, Semi-Monthly Part-time -- LATE EVENING HOURS (3 PM to 11 PM...Hourly payPart timeMonday to FridayShift workAfternoon shiftWeekday workCLUB4 Fitness
Mobile, AL5 days ago$53.04k - $60.32k
...Job Description Job Description Our top firm is seeking a property manager with a proven track record of success. The ideal candidate will be professional at all times, exhibit strong organizational skills, and thrive in a fast-paced environment. The property manager...Start working todayWork at officeLocal areaWeekend workAfternoon shiftYellowhammer Investment Group, LLC
Mobile, AL12 days ago- Escrow Officer The Closer is responsible for final review of mortgage loan information, preparing closing documents, funding the file accurately and sending closing documents to the closing attorney. Responsibilities and Duties: Schedules loan closing Complies...Daily paidShift workNight shift
McMichael and Gray, PC
Mobile, AL1 day ago - What is expected of our Agents? The ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter...
New York Life Insurance Company
Mobile, AL5 days ago - ~ We are a drug free facility. Passing a pre-employment drug screening is required . Education Requirements: High school diploma or equivalent required. Associate's degree in healthcare administration or equivalent college coursework preferred. Job Requirements...Work experience placement
Springhill Medical Center
Mobile, AL1 day ago - ...role in protecting individuals, families, and businesses.Foundational expertise in Finance and Investments, including risk management and portfolio diversification.Excellent communication, interpersonal, and relationship-building skills, with a client-focused mindset....Full time
Strategic Wealth Specialists
Mobile, AL3 days ago - ...ESSENTIAL DUTIES & RESPONSIBILITIES: Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives. Act as a resource for client and wealth team members on business succession, executive compensation...Local area
Hancock Whitney
Mobile, AL1 day ago - We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the...
Prudential Financial
Mobile, ALa month ago - ...term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.The ideal candidate is someone who possesses a solid understanding of financial...
WealthBridge Financial Group
Mobile, AL3 days ago - Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
Mobile, AL4 days ago $80k - $220k
...build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production,...Relocation packagePrimary Residential Mortgage Inc
Mobile, AL20 days ago- Job Description Job Description Location: Providence Office 6701 Airport Blvd, Mobile, AL 36608 Our busy cardiology practice is seeking an experienced Insurance Analyst to join our team in Mobile, Alabama. The ideal candidate will have strong physician office...Full timeWork at officeMonday to FridayFlexible hoursDay shift
- ...certification and milestone qualifications Optimizing organizational effectiveness through cutting-edge technologies, knowledge management techniques and a culture of innovation Helping to develop and deploy information systems, command and control and space...Full timePart timeWork experience placementInternshipWorldwideWeekend work
U.S. Navy
Mobile, AL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
