Talent.com
Middle Market Portfolio Manager
Middle Market Portfolio ManagerFirst Horizon • Charlotte, NC, United States
Middle Market Portfolio Manager

Middle Market Portfolio Manager

First Horizon • Charlotte, NC, United States
2 days ago
Job type
  • Full-time
Job description

Location : On site in location Charlotte, NC

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.

Daily responsibilities include :

  • Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio.
  • Utilizing loan structuring, risk identification, and risk mitigation skills
  • Understanding and application of the Bank's risk grading methodology and credit appetite
  • Managing complex relationships and ability to understand both C&I and income-producing real estate (CRE) borrowers.
  • Partnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
  • Oversight of post-approval due diligence requirements and commercial loan documentation preparation.
  • Building and maintaining a portfolio mix of targeted high value and high potential clients, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
  • Partnering with junior members of the commercial team to delegate tasks related to the origination and servicing of the loan portfolio.
  • Providing feedback and guidance in order to develop the skills of these teammates.

Required experience, education and skills :

  • Minimum 3 to 5 years of commercial underwriting and portfolio management experience
  • Bachelor's degree (or equivalent in work experience) required.
  • Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners
  • Accurate typing, spelling and grammar skills.
  • Strong computer skills required with the following programs : Word, Outlook, PowerPoint, and highly proficient skills with Excel.
  • Strong written and oral communication skills.
  • Strong organizational and customer service skills.
  • About Us 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. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

    Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More FirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits
  • Follow Us Facebook

    X formerly Twitter

    LinkedIn

    Instagram

    YouTube

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Portfolio Manager • Charlotte, NC, United States

    Related jobs
    Apprentice Pest Management Specialist - Hiring Now

    Apprentice Pest Management Specialist - Hiring Now

    A-1 Termite and Pest Control, Inc. • Statesville, NC, US
    Full-time
    PEST CONTROL SERVICE TECHNICIAN.We love what we do, so we do it with care and a commitment to excellence.If you are seeking "just a job," we're not for you - however, if you want to enjoy coming to...Show more
    Last updated: 1 day ago • Promoted
    Regional Pest Control Sales Manager

    Regional Pest Control Sales Manager

    Jobot • Charlotte, NC, US
    Permanent
    A growing home services company with great benefits.This Jobot Job is hosted by : Kirk Morgan.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $90,...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager - Infection Prevention

    Portfolio Manager - Infection Prevention

    Solenis LLC • Fort Mill, SC, United States
    Full-time
    Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...Show more
    Last updated: 30+ days ago • Promoted
    Senior MD - Middle Market Underwriting & Portfolio

    Senior MD - Middle Market Underwriting & Portfolio

    First Citizens • Charlotte, NC, United States
    Full-time
    A leading financial institution in Charlotte is seeking a Managing Director, Underwriting Portfolio Manager to lead Middle Market Banking operations. Responsibilities include overseeing underwriting...Show more
    Last updated: 10 days ago • Promoted
    Operations Services Supervisor (Teller Manager)

    Operations Services Supervisor (Teller Manager)

    First Citizens Bank • Denver, NC, US
    Full-time
    Are you a people person? Be a First Citizens person.Join our branch team and make a difference.As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operation...Show more
    Last updated: 30+ days ago • Promoted
    Middle Market Portfolio Manager

    Middle Market Portfolio Manager

    First Horizon Bank • Charlotte, NC, United States
    Full-time
    On site in location Charlotte, NC.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...Show more
    Last updated: 22 days ago • Promoted
    Portfolio Manager I - Middle Market

    Portfolio Manager I - Middle Market

    City National Bank • Charlotte, NC, United States
    Full-time
    Portfolio Manager I - Middle Market.The Portfolio Manager is part of the.Middle Market Credit Management Team.This individual manages a sub-set of existing credits and is a key partner in the origi...Show more
    Last updated: 2 days ago • Promoted
    Assistant Portfolio Manager

    Assistant Portfolio Manager

    Invitation Homes • Charlotte, NC, United States
    Full-time
    Invitation Homes is a fast-paced evolving company, offering high-quality homes for lease in desirable neighborhoods across America. As the nation's premiere home leasing company, we own, lease and o...Show more
    Last updated: 22 days ago • Promoted
    Leasing Manager

    Leasing Manager

    PURE Property Management • Cornelius, NC, US
    Full-time
    PURE Property Management offers a Comprehensive Total Rewards Package of Benefits containing : .Medical, Dental and Vision Coverage. Generous Vacation and Sick time.In office - 8 am to 5 pm, Monday th...Show more
    Last updated: 23 hours ago • Promoted
    Wireless Retail Sales Associate

    Wireless Retail Sales Associate

    SPECTRUM • Denver, NC, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $22.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show more
    Last updated: 5 days ago • Promoted
    Pet Bather

    Pet Bather

    PetSmart • Statesville, NC, US
    Full-time +1
    PetSmart does Anything for Pets JOIN OUR TEAM!.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their famili...Show more
    Last updated: 25 days ago • Promoted
    Senior Project Manager - Capital Markets

    Senior Project Manager - Capital Markets

    Talent Shift • Charlotte, NC, US
    Full-time
    We are looking for an experienced Senior Project Manager with Capital Markets business knowledge for our banking client on a project basis. This contract role is hybrid in Charlotte, North Carolina....Show more
    Last updated: 2 days ago • Promoted
    Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist Inc • Charlotte, NC, United States
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show more
    Last updated: 22 days ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Rock Hill, South Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    First National Bank of Pennsylvania • Statesville, NC, United States
    Full-time
    Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...Show more
    Last updated: 30+ days ago • Promoted
    Patient Financial Advocate

    Patient Financial Advocate

    Firstsource • Statesville, NC, United States
    Full-time
    Location : ONSITE at a Medical Facility in Statesville, NC.Hours : Monday - Friday 9 : 00am-4 : 30pm.Join our team and make a difference!. The Patient Financial Advocate is responsible for screening patie...Show more
    Last updated: 9 days ago • Promoted
    Care Manager - LP (Western NC)

    Care Manager - LP (Western NC)

    Vaya Health • Statesville, NC, United States
    Full-time
    Alleghany, Ashe, Watauga, Caldwell, Alexander, Iredell, Yadkin, Surry, or.This position will serve Wilkes County members. The person in this position is required to maintain residency in North Carol...Show more
    Last updated: 7 days ago • Promoted
    Insurance Sales Agent - Fort Mill

    Insurance Sales Agent - Fort Mill

    The Auto Club Group • Fort Mill, SC, United States
    Full-time
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Looking to take your sales career to the next level?. Join America's most trusted brand with...Show more
    Last updated: 30+ days ago • Promoted