Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

Renasant

Portfolio ManagerThe Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYERResponsibilitiesWork with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan requestPrepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loansOtherwise assist in all aspects of managing Lender's portfolioObtain and retain product knowledgeSupport the collection of past due loansSupport the clearing of financial statement and documentation exceptionsDirect financial information to credit analysts for spreading and analysisMonitor new developments in lending, compliance with loan policies, and compliance with appropriate regulationsMaintain working knowledge of loan documentation and bank terminologyAssist in preparation of various reports and submissions to credit administration and loan reviewParticipate with Lender in ongoing marketing to include making direct sales calls to prospects and customersAbility to deal tactfully and effectively with customers as well as fellow employeesAssume ownership of assigned loans with little or no direct supervisionPerform other related duties as assignedQualificationsMinimum:A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred1 year previous lending experience or 3 years job related experienceAbility to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manualsAbility to effectively present information and respond to questions from groups of managers, clients, customers, and the general publicFinancial and analytical skillsAbility to interpret a variety of instructions furnished in written, oral, diagram, or schedule formCustomer service orientationPreferred:Knowledge of Federal laws and regulations involving loansAbility to analyze a credit application for completeness and for documents needed on loansAbility to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systemsPhysical DemandsThe physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.Work EnvironmentThe Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Tallahassee, FL vacancy
  •  ...stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North...  ...Specific DescriptionDeliver adjusted earnings targets by managing a portfolio of physical and financial wholesale power derivatives... 
    Suggested
    For contractors
    Seasonal work
    Local area
    Relocation

    NextEra Energy

    Tallahassee, FL
    4 days ago
  •  ...recruiting, hiring, promotion, training, benefits, wage and salary equity. ESSENTIAL FUNCTIONS: In conjunction with the VP of Portfolio Management, develops a strategic plan to maximize the distribution and marketing of the suppliers in their portfolio. Provides data... 
    Suggested
    Contract work
    Work at office

    Winebow

    Tallahassee, FL
    4 days ago
  •  ...stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North...  ..., join our team today.Position Specific DescriptionThe Senior Portfolio Manager’s will deliver adjusted earnings targets by managing a... 
    Suggested
    For contractors
    Local area
    Relocation

    NextEra Energy

    Tallahassee, FL
    3 days ago
  • $70k - $75k

    Job Overview As a Community Association Manager, you’ll be responsible for leading our entire on-site operation. They effectively manage working relationships with all departments across the property in order to ensure that company objectives are met. Our Community Association... 
    Suggested
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday

    FirstService Residential

    Tallahassee, FL
    4 days ago
  • FirstService Residential is seeking a Community Association Manager in Florida to lead on-site operations, coordinate with departments and the Board, and ensure project delivery within budget. You will drive service quality and compliance with contractual obligations while... 
    Suggested

    FirstService Residential

    Tallahassee, FL
    4 days ago
  • $70 per hour

     ...ideal for a high-performing accounting professional with 3-5 years of experience coming from a Big 4 firm or alternative investment manager who is looking to move beyond traditional fund administration and gain meaningful ownership within a sophisticated investment... 
    Remote work

    Green Key Resources

    Tallahassee, FL
    2 days ago
  •  ...Delivery ManagementExperience Required:20+ years experience in Managing IT Service delivery for large customer account’s (100 Mn+...  ...result in generation of additional business for HCL.To drive the portfolio of projects/program for an identified client through optimum mix... 
    Contract work

    HCL Technologies

    Tallahassee, FL
    3 days ago
  • Seacoast Bank seeks a Loan Booking and Funding Manager to lead a specialized team handling booking and funding for consumer, mortgage and marine loans. You will manage workflow, loan setup, testing of product/system changes, and provide guidance across operations. The role... 

    Seacoast Bank

    Tallahassee, FL
    2 days ago
  • FDR Financial Group in Florida seeks a Registered Field Assistant with at least 5 years of brokerage experience (not in banking). You will open and service brokerage, advisory and 529 accounts and act as the primary contact for our high net worth clients. You will also ...

    FDR Financial Group

    Tallahassee, FL
    3 days ago
  • Fund & Corporate Controller (Offshore) Acerca del rol Buscamos un/a Fund & Corporate Controller proactivo/a, orientado/a al detalle y con mentalidad de dueño/a, para integrarse de forma full-time a una firma de servicios de CFO externalizado, administración de fondos y ...
    Full time

    South Offices

    Tallahassee, FL
    1 day ago
  •  ...delivery. Key responsibilities include: Oversee NAV preparation and review, investor allocations, capital calls, distributions, management fees, carried interest, and waterfall calculations Review fund accounting deliverables and ensure calculations are completed in accordance... 

    JKB Advisors

    Tallahassee, FL
    1 day ago
  •  ...proprietary trading firm that allocates firm capital to disciplined traders and scales buying power based on performance and risk management. Trading from the Southeast: Trade US market hours from your local time zone — the NYSE opens at 9:30am local. The Southeast —... 
    For contractors
    Local area
    Remote work

    Maverick Trading

    Tallahassee, FL
    2 days ago
  •  ...an IT Specialist to own the technology that keeps our office, field, and leadership teams running smoothly and securely. You will manage the network, enforce security, and oversee Microsoft 365 services in a small-office environment in Hollywood, FL. The ideal candidate... 
    Full time
    Work at office

    HEDsouth: Home Entertainment Design South

    Tallahassee, FL
    2 days ago
  • $155.6k - $306.8k

    Position Summary As a Manager in Investment and Wealth Management, you will help organizations define strategic priorities, solve...  ...reporting, and modernization initiatives. Deliver IBOR, ABOR, portfolio accounting, performance measurement, and reconciliation... 
    Local area
    Visa sponsorship

    Deloitte

    Tallahassee, FL
    2 days ago
  •  ...culture that positively impacts the communities and customers we serve. Job Description Allied Universal® is hiring a Client Portfolio Manager. The Client Portfolio Manager collaborates with the Branch/General Manager to oversee employees and operational activities at... 
    Contract work
    Work at office
    Local area

    Allied Universal

    Tallahassee, FL
    17 days ago
  • $85k - $110k

     ...help us change lives—one client at a time. Job Description ABOUT THE ROLE The Ward Law Group is looking for a Settlement Department Manager to lead the team responsible for valuing, negotiating, and resolving our pre-suit personal injury inventory. This is a true... 
    Temporary work
    Work at office
    Monday to Friday

    The Ward Law Group, PL

    Tallahassee, FL
    1 day ago
  •  ...Virginia, and Delaware. We cultivate, manufacture, and sell a broad portfolio of high-quality cannabis products, proudly serving both medical...  ...itself for long-term success.Job SummaryThe Asset Protection Manager oversees the day-to-day physical security operations of all... 
    Local area
    Flexible hours
    Shift work
    Weekend work

    AYR Florida

    Tallahassee, FL
    1 day ago
  • $57.78k

     ...grant funded position. Continued employment is contingent upon grant funding.**What a day of a Program Grant Director looks like**:* Manages the activities of one or more staff. Performs needs analysis to arrange, coordinate, deliver, evaluate, and monitor staff... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Palm Beach State College

    Tallahassee, FL
    1 day ago
  •  ...financial needs and recommend mortgage solutions Coordinate with processing and underwriting to ensure a smooth closing experience Manage your pipeline while providing exceptional customer service Qualifications ~ Active NMLS Mortgage Loan Originator (MLO)... 
    Work at office
    Remote work

    SmartRate Lending, Inc.

    Tallahassee, FL
    5 days ago
  • Home1st Lending is looking for motivated Mortgage Loan Originators ready for a new place to call home. Grow your business with a flat-fee model, a supportive team, weekly training, mentorship, and dedicated marketing resources. In this role, you’ll guide borrowers through...

    Home1st Lending, LLC | NMLS #1418

    Tallahassee, FL
    5 days ago
  • Magnolia Bank, an equal opportunity employer, provides its employees with a healthy and progressive work atmosphere. We foster an environment of respect, loyalty and teamwork, and encourage our employees to contribute new ideas and creativity in their jobs. Magnolia...
    Local area
    Remote work
    Flexible hours

    Magnolia Bank

    Tallahassee, FL
    4 days ago
  • $100k

     ...FNMA, fair housing, and regulatory guidelines. Utilizes Loan Origination System (LOS) to input data, run pre-qualifications, and manage pipeline; reviews documents and performs underwriting support as needed. Conducts financial analysis, calculates debt-to-income... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Legions United Funding

    Tallahassee, FL
    2 days ago
  •  ...Foundation and its affiliates. This role is responsible for achieving fundraising goals, cultivating donor relationships, managing a personal portfolio of major donors and prospects, and supervising philanthropy team members. The Director acts as an ambassador for the... 
    Temporary work
    Work at office
    Local area

    LE10005 Empath Payroll Services, LLC

    Tallahassee, FL
    19 hours ago
  •  ...collaborating with the Executive Director of Development, this role leads and develops a team of Philanthropy Officers while personally managing a portfolio of significant donors and prospects, with a concentration within their assigned region and key relationships across Florida.... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Night shift

    One More Child

    Tallahassee, FL
    1 day ago
  •  ...most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with...  ...manager.   # Leads small specialty projects within the portfolio to improve property operations, resident satisfaction, or compliance... 
    Permanent employment
    Full time
    Temporary work
    Local area
    Flexible hours

    Dominium Management Services, LLC

    Tallahassee, FL
    1 day ago
  •  ...All Jobs Philanthropy Operations and Database Manager Philanthropy Operations and Database Manager Flagler Campus Development Full-time, Contract Description Duties and Responsibilities: Serve as the primary administrator of the Raiser’s Edge donor database, ensuring... 
    Full time
    Contract work
    Work at office
    Immediate start
    Flexible hours

    Palm Beach Day Academy

    Tallahassee, FL
    2 days ago
  •  ...meaningful engagement with Jewish life. Role Description The Grants Manager is a full-time, on-site role located in Broward County, FL, responsible for developing and managing the congregation’s grants portfolio to support programs, operations, and long-term sustainability.... 
    Full time
    Work at office

    Ramat Shalom Beth Israel

    Tallahassee, FL
    19 hours ago
  • The Grants Coordinator will be responsible for the management of grant-related activities, including researching grant opportunities, grant writing, maintaining records, and ensuring compliance with grant regulations. The successful candidate will have a proven track record... 
    Remote work

    CD IC

    Tallahassee, FL
    19 hours ago
  • $110k - $130k

     ...events, grants, and capital campaigns. Understanding of moves-management, data, and metrics drive results. Grant writing experience...  ...closing, and stewarding major gifts (six figures). Manage a portfolio of approximately 100 prospective and current mid-level and major... 
    Work at office
    Afternoon shift

    YMCA of the Palm Beaches

    Tallahassee, FL
    2 days ago
  •  ...Strategy & Relationships Serve as a trusted strategic partner to a portfolio of nonprofit clients, working as part of a collaborative Root...  ...next actions that keep clients moving forward. Use project management systems to ensure client commitments and deliverables remain... 
    Full time
    Work at office
    Local area
    Immediate start

    The Root Agency, LLC.

    Tallahassee, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!