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Assistant portfolio manager • usa
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Portfolio Manager
Georgia StaffingWoodstock, GA, US- Promoted
Portfolio Manager
Peak PropertiesChicago, IL, USPart Time Assistant Portfolio Manager
Atlas Real EstateSalt Lake City, UT, US- Promoted
Portfolio Manager
Guaranty Bank & TrustYakima, WA, United StatesPortfolio Manager
First HorizonDelray Beach, FL, US- Promoted
Portfolio Manager
AssociaFalls Church, VA, US- Promoted
Portfolio Manager
Oasis SystemsEglin Air Force Base, FL, United States- Promoted
Portfolio Manager
KPMGWinston-Salem, NC, United States- Promoted
Portfolio Manager
Vermont Mutual InsuranceMontpelier, VT, United StatesPortfolio Manager
FirstBankTullahoma, TN, USAssistant Client Portfolio Manager
Allied UniversalCrystal City, VA, United States- Promoted
Portfolio Manager
NorthmarqDenver, CO, US- Promoted
Portfolio Manager
East West BancorpLas Vegas, NV, US- Promoted
Portfolio Management Assistant Manager
Discount TireScottsdale, AZ, US- Promoted
Portfolio Manager
Executive Recruiting ConsultantsWaterloo, IA, US- Promoted
Portfolio Manager
Rockland TrustPlymouth, MA, USPortfolio Manager
Glazer's Beer and BeverageSan Antonio, Texas, USAPortfolio Manager
Renasant BankHomewood, AL, United States- Promoted
Portfolio Manager
Burke & Herbert Bank & TrustMoorefield, WV, USThe average salary range is between $ 43,680 and $ 115,000 year , with the average salary hovering around $ 58,863 year .
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Portfolio Manager
Georgia StaffingWoodstock, GA, US- Full-time
Portfolio Manager
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.
Essential Duties and Responsibilities :
- 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.
- Meets with current and prospective clients to understand the specific customer requirements and needs.
- Collects appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
- Answers client questions; ensures 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.
- Assists 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 :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and / or abilities required in this position :
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Benefit Highlights :
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities