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...
We are looking for a Manager, Portfolio Management to join our growing team! In this management position, you will report directly to the Director, Real Estate and Centralized Services and will be responsible for:. Strategic and tactical portfolio planning and monetization, including sales transacti...
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 Product Manager - IT Strategy & Portfolio. ...
Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross functional leadership. Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual re...
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...
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...
A company is looking for a Portfolio Revenue Manager in Dallas, Texas. Key Responsibilities:Maximize revenue and profitability across diverse portfolios of Hotels and Multifamily BuildingsCreate new revenue initiatives, develop pricing programs, and implement yield management strategiesInteract with...
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...
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...
Has extensive professional and managerial experience through progressive career growth in the financial industry. ...
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...
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...
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...
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 ...
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...
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 ...
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-...
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...
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...
Working closely with the origination team, clients, Relationship Manager, and Credit Department, the Commercial Portfolio Manager will review and analyze financial statement/engineering reports, help structure the transaction, assess credit risk, prepare deal screen presentations, write credit appro...
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...
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...