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...
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...
This job is responsible for leading a team to maximize the value delivered through multiple programs and/or value streams within a small, less complex delivery portfolio. Key responsibilities include managing and developing the team through coaching, mentoring and feedback, aligning strategy, and ex...
The Portfolio Manager is responsible for maintaining a portfolio of real estate assets invested through the Section 42 (LIHTC) affordable housing tax credit program and/or the historic tax credit program to ensure the continuous delivery of tax credit benefits and passive losses. Manages and monitor...
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...
Preparation and delivery of monthly reporting for the CCSL portfolio, including deal specific analysis and commentary on performance, covenant compliance and other transaction metrics. ...
This job is responsible for leading a team to maximize the value delivered through multiple programs and/or value streams within a small, less complex delivery portfolio. Key responsibilities include managing and developing the team through coaching, mentoring and feedback, aligning strategy, and ex...
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 Credit Portfolio Manager is responsible for evaluating new credit opportunities with Middle Market prospects and borrowers as well as managing a portfolio of existing credit relationships. The Credit Portfolio Manager II, MM manages a designated portfolio of Middle Market commercial loans assuri...
The Wells Fargo Commercial Banking team is seeking a Lead Commercial Banking Portfolio Manager to support its Middle Market Banking segment as part of the credit management team. Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve...
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 Anal...
The Portfolio Business Manager serves as the commercial relationship manager for partners, customers and other stakeholders. Portfolio Business Manager is responsible for the overall performance of a portfolio of operating assets including the development and execution of plans to optimize financial...
Research complex financial and credit information for commercial businesses according to business unit standards for Mid-Corporate Portfolio Management within Commercial Banking. General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow Mid...
Has extensive professional and managerial experience through progressive career growth in the financial industry. ...
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 ...
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...
We are looking for a mid-level Portfolio Manager who will provide support to Portfolio Management team members with CoSA or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Communicates portfolio statuses and changes regularly to more ...
Working closely with clients, Relationship Managers and the Credit Department, the Senior Portfolio Manager will underwrite and build a high-quality project finance portfolio. The REF team is seeking a talented and ambitious Senior Portfolio Manager to join the Renewable Energy Underwriting and Port...
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 ...
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-...
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...
Focus on managing a complex credit portfolio of account relationships in Healthcare Portfolio Management within Commercial Banking. General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships. Specifically accountable for credit...
We are on the hunt for an experienced and technically savvy Home Loans Portfolio Manager to spearhead the successful delivery of our organization's high-tech projects and portfolio growth. In this critical role, you will manage a residential mortgage portfolio, orchestrating efforts with product man...
Research complex financial and credit information for commercial businesses according to business unit standards for Mid-Corporate Portfolio Management within Commercial Banking. General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow Mid...
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...