Oversees sound portfolio management activities on assigned loan portfolio and identifies emerging credit problems and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. Negotiate legal documents; involved in the closing process for portfolio loan transac...
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. 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. Accou...
The Creative Portfolio Manager role at Truist revolves around enabling our Creative Marketing efforts through the process, with a strategic mindset and project management expertise. This position will sit within the Consumer and Small Business Brand and Enterprise Marketing organization and report t...
A company is looking for a Senior Audit Manager - Credit Risk Portfolio Reviews. ...
Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Portfolio Managers & Underwriter 3s will be assigned more of the complex names in the portfolio (lead ...
Key Responsibilities:Serve as the primary underwriter for credit transactions and new clientsManage approvals for credit facilities and monitor financial performance of portfolio companiesPrepare thorough credit underwriting and maintain profitability hurdles for the portfolioRequired Qualifications...
Join the team as our new Real Estate Portfolio Manager!. The Real Estate Portfolio Manager will have the primary responsibility for ensuring the smooth operation of transaction management and lease administration processes for our locations. Establish task priorities and create schedules for portfol...
A company is looking for a Product Manager - IT Strategy & Portfolio. ...
Title: Business Execution Consultant 5 (Portfolio Manager). Assess, investigate, and provide transparency to the enterprise portfolio, reviewing and assessing overall health, impacts, risks, and escalating as needed. Develop expert knowledge on key portfolios of change, understand strategy, risk, an...
Client Portfolio Manager Charlotte, North Carolina Position Type Full Time Req ID: 2024-1155594 Job Priority Field ID None-->. Position will be based out of Charlotte, NCRESPONSIBILITIES:Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable...
At Regions, the Regions Business Capital Portfolio Manager is responsible for managing portfolios, assisting senior portfolio managers and execution of portfolio strategies. Manages the assigned portfolio by monitoring performance and trends, performing required periodic credit servicing, proactivel...
Ability to establish and maintain professional relationships with portfolio managers, actuaries, trustees, auditors, etc. Responsible for producing analysis used to manage and evaluate the plan assets and manager performance. Participate and assist in conducting thorough due diligence reviews of bot...
The primary purpose of the Lead Technology Portfolio Manager is to operate as an extension of the Officer, clearly understanding their objectives and strategy, ensuring the seamless planning and execution of strategic imperatives, business management, and operational processes that deliver excellenc...
Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functio...
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. Commercial Portfolio ManagerLOCATION -- Charlotte, North Carolina 28202. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial stateme...
As a Portfolio Analytics & Strategy Manager Senior within PNC's Retail Credit Data Management organization, you will be based in based in Pittsburgh PA, Cleveland OH, Birmingham AL, Atlanta GA, Chicago IL, Wilmington DE, Tysons Corner VA, Charlotte NC, New York NY, Houston TX, or Dallas TX. Applies ...
Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functio...
Wells Fargo is seeking a Senior Lead Business Execution Consultant (Portfolio Manager) to join the Enterprise Change Management Portfolio Management & Insights (ECM PMI) team. PMI is responsible for oversight and monitoring of the enterprise portfolio, focusing on the company's most complex, highest...
Title: Managing Director/Senior Director - Client Portfolio Manager - Global Private Finance. Barings Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on busi...
This job is responsible for establishing and executing a risk-based coverage plan to monitor specific portfolio(s) within the large corporate credit portfolios within Enterprise Credit. Key responsibilities include serving as a subject matter expert in Credit Review, developing and executing a risk-...
Ability to independently prepare and present new transactions for approval and existing portfolio transactions at periodic portfolio review meetings. This is a senior position and as such individual must have demonstrated ability to manage complex credits and situations, willingness to support less ...
Focus on managing a complex credit portfolio of account relationships in Mid-Corporate Portfolio Management within Commercial Banking. Research complex financial and credit information for commercial businesses according to business unit standards for Mid-Corporate Portfolio Management within Commer...
Ability to establish and maintain professional relationships with portfolio managers, actuaries, trustees, auditors, etc. Conduct thorough due diligence reviews of both prospective and incumbent investment strategies/managers. Monitor and asses all aspects of an investment strategy, including perfor...
Has extensive professional and managerial experience through progressive career growth in the financial industry. ...
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Portfolio Management: A...