Talent.com
Senior Portfolio Manager - Financial Institutions Group

Senior Portfolio Manager - Financial Institutions Group

Fifth ThirdDallas, TX, United States
4 days ago
Job type
  • Full-time
Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION :

The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Accountable for managing a portfolio of accounts.
  • Review and recommend credit decisions.
  • Partners with the Relationship Manager, forming the "coverage team" to : Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
  • Generate commitment letters.
  • Responsible for providing business partners credit lending policy interpretation.
  • Perform final risk rating analysis.
  • Capture and document credit decisions, conditions, and modifications.
  • Collaborates with the Credit Analyst to perform Portfolio management duties such as : Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
  • Communicate directly with clients regarding credit events and actions as needed.
  • Works independently to pitch the most complex deal structures.
  • A focus on continuous learning to keep up with ever-changing market dynamics.
  • Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
  • Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
  • Experience in Insurance and / or non-bank finance companies

SUPERVISORY RESPONSIBILITIES :

Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED :

  • Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
  • At least 8 years credit analysis and / or loan review experience in Commercial Banking, that ideally includes Insurance.
  • Financial Institutions, primarily Insurance, experience preferred.
  • Highly proficient analytical skills, critical thinking and communication skills.
  • Professional presence (client-facing).
  • Experience managing an advanced commercial client portfolio with a great deal of complexity.
  • Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
  • Expertise in financial and risk analysis, including financial modeling.
  • Demonstrated expertise in using effective problem solving.
  • Proficient with technology and ability to learn new applications.
  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of a CRT screen.
  • Some travel required.
  • Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual

    At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

    The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and / or individual performance.

    Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at : https : / / www.53.com / content / fifth-third / en / careers / benefits.html or by consulting with your talent acquisition partner.

    LOCATION Dallas, Texas 75240

    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

    Create a job alert for this search

    Senior Portfolio Manager • Dallas, TX, United States

    Related jobs
    • Promoted
    Portfolio Manager / Associate Portfolio Manager

    Portfolio Manager / Associate Portfolio Manager

    State FarmRichardson, TX, United States
    Full-time
    State Farm Investment Planning Services (IPS) team is expanding and is seeking a.Portfolio Manager / Associate Portfolio Manager in its State Farm Investment Management unit (SFIM).State Farm Investm...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Reviewer

    Portfolio Reviewer

    VirtualVocationsGrand Prairie, Texas, United States
    Full-time
    A company is looking for a Portfolio Reviewer.Key Responsibilities Overlay accounts to pre-defined trading models and execute trades based on product guidelines Analyze data for discrepancies be...Show moreLast updated: 2 days ago
    • Promoted
    Director, Portfolio Valuation Services

    Director, Portfolio Valuation Services

    StoutDallas, TX, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 15 days ago
    • Promoted
    Senior Asset Resolution Specialist

    Senior Asset Resolution Specialist

    VirtualVocationsCarrollton, Texas, United States
    Full-time
    A company is looking for a Senior Asset Resolution Specialist to manage non-performing loan portfolios and support borrower relationships. Key Responsibilities Monitor and manage a portfolio of no...Show moreLast updated: 1 day ago
    • Promoted
    Senior Portfolio Manager - Financial Institutions Group

    Senior Portfolio Manager - Financial Institutions Group

    Fifth Third BancorpDallas, TX, US
    Full-time
    Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Tech DigitalDallas, TX, US
    Full-time
    Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives.Key res...Show moreLast updated: 22 days ago
    • Promoted
    Senior Portfolio Manager - Financial Institutions Group

    Senior Portfolio Manager - Financial Institutions Group

    Fifth Third BankDallas, TX, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...Show moreLast updated: 30+ days ago
    • Promoted
    Treasury Portfolio Manager

    Treasury Portfolio Manager

    ComericaFrisco, TX, US
    Full-time
    The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities portfolio which is a major provider of liquidity and interest income to the ove...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager III

    Portfolio Manager III

    BOK FinancialDallas, TX, US
    Full-time
    You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice.You make...Show moreLast updated: 9 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Cynet SystemsDallas, TX, US
    Full-time
    Job Description : Responsibilities : Strategic Planning : Program directors develop and implement strategic plans for their programs, defining objectives, milestones, and key performance indicators KP...Show moreLast updated: 16 days ago
    • Promoted
    Portfolio Manager IV

    Portfolio Manager IV

    BOK FinancialDallas, TX, US
    Full-time
    The Portfolio Manager IV partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role provides ongoing asset management of a credit portfolio and c...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager, ABL

    Portfolio Manager, ABL

    Texas Capital BankDallas, TX, US
    Full-time
    The Portfolio Manager I role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas...Show moreLast updated: 22 days ago
    • Promoted
    Senior Treasury Manager

    Senior Treasury Manager

    Lincoln Property CompanyDallas, TX, US
    Full-time
    The Treasury Manager (Senior) will oversee the end-to-end treasury operations for a large, complex third-party operator with 100+ banking relationships and over 2,000 active bank accounts.This indi...Show moreLast updated: 8 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    VirtualVocationsCarrollton, Texas, United States
    Full-time
    A company is looking for a Portfolio Analyst.Key Responsibilities Support the Asset Management Services Group by executing trades based on product models and guidelines Analyze data for discrepa...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Portfolio Manager, Energy

    Sr Portfolio Manager, Energy

    Texas Capital BankDallas, TX, US
    Full-time
    Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capit...Show moreLast updated: 15 days ago
    • Promoted
    Senior Treasury Manager

    Senior Treasury Manager

    LincolnDallas, TX, US
    Full-time
    The Treasury Manager (Senior) will oversee the end-to-end treasury operations for a large, complex third-party operator with 100+ banking relationships and over 2,000 active bank accounts.This indi...Show moreLast updated: 8 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    E-SolutionsDallas, TX, US
    Full-time
    Program director oversees the development, implementation, and management of specific.Show moreLast updated: 22 days ago
    • Promoted
    Portfolio Manager - VP

    Portfolio Manager - VP

    Associated BankDallas, TX, US
    Full-time
    Commercial Real Estate Portfolio Manager.At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.If ...Show moreLast updated: 30+ days ago