Talent.com
Portfolio Manager - BBLC
Portfolio Manager - BBLCUSA Jobs • Annapolis, MD, US
Portfolio Manager - BBLC

Portfolio Manager - BBLC

USA Jobs • Annapolis, MD, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Portfolio Manager - BBBLC

As the Portfolio Manager - BBBLC, you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios.

How you'll spend your time :

  • You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
  • You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter.
  • You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities.
  • You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
  • You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint.
  • You will secure financial information and test covenants requirements.
  • You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed.
  • You will address complaints successfully, resolve documentation exceptions and covenant requirement violations.

Other duties as assigned.

We're excited to talk with you if :

  • You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience.
  • OR, you have any combination of education and experience that would provide an equivalent background.
  • You demonstrate credit decision making skills and ability.
  • You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results.
  • You demonstrate excellent writing skills to create credit memos.
  • You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers.
  • You demonstrate ability to work independently.
  • You demonstrate proficiency of Excel, and Word to create tables and worksheets for credit memos.
  • Bonus points if :

  • You have previous Business Loan collections experience.
  • You have 2 years' Business Loan credit underwriting.
  • You have knowledge of Capital Stream, FIS / BIS.
  • You have an aptitude to think strategically and envision future state of the portfolio.
  • APPLICATION DEADLINE : NOVEMBER 15, 2025

    Compensation Range :

    $56,890.00 - $109,270.00

    The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

    UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

    Are you ready to be part of something more?

    You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

    UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

    serp_jobs.job_alerts.create_a_job

    Portfolio Manager • Annapolis, MD, US

    Job_description.internal_linking.related_jobs
    Commercial Portfolio Manager

    Commercial Portfolio Manager

    VirtualVocations • Baltimore, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Commercial Portfolio Manager II, Franchise Finance.Key Responsibilities Manage credit risk for commercial clients by analyzing financial statements and monitoring loan ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Dominion Financial Services • Baltimore, MD, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, D...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Portfolio Manager (Baltimore, MD; Gainesville or Orlando, FL) - Private Asset Management

    Portfolio Manager (Baltimore, MD; Gainesville or Orlando, FL) - Private Asset Management

    TIAA • USA, Maryland, Baltimore
    serp_jobs.job_card.full_time
    The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Portfolio Manager, Private Market Solutions

    Portfolio Manager, Private Market Solutions

    USA Jobs • Baltimore, MD, US
    serp_jobs.job_card.full_time
    Portfolio Manager, Private Market Solutions.Rowe Price, with over 8,000 associates and $1.June 30, 2025), is a leader in the investment management industry. The Global Multi-Asset Division manages m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Portfolio Manager, Private Market Solutions

    Portfolio Manager, Private Market Solutions

    T Rowe Price • Baltimore, MD, US
    serp_jobs.job_card.full_time
    Portfolio Manager, Private Market Solutions.Rowe Price, with over 8,000 associates and $1.June 30, 2025), is a leader in the investment management industry. The Global Multi-Asset Division manages m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    First National Bank of Pennsylvania • Catonsville, MD, United States
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Relationship Manager - Business Credit

    Senior Relationship Manager - Business Credit

    First National Bank of Pennsylvania • Baltimore, MD, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.Senior Relationship Manager - Business Credit.President of Pittsburgh Region. This position is primarily responsible for assisting the Managing Directo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Closing Manager

    Closing Manager

    VirtualVocations • Baltimore, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Closing Manager to supervise and coordinate all aspects of loan closings.Key Responsibilities Assist Branch Manager with supervision of loan closing associates to ensur...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Healthcare Business Banker

    Healthcare Business Banker

    First National Bank of Pennsylvania • Ellicott City, MD, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.Regional Sales Manager of Healthcare Business Banking.This position is expected to source, retain, and deepen new and existing Healthcare Business Ban...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Commercial Credit Underwriting Portfolio Manager 2

    Commercial Credit Underwriting Portfolio Manager 2

    First National Bank of Pennsylvania • Baltimore, MD, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.Commercial Credit Underwriting Portfolio Manager 2.Commercial Credit Underwriting Portfolio Manager Team Leader. Responsible for managing a designated ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Kyyba • Baltimore, MD, US
    serp_jobs.job_card.full_time
    Job Description : Responsibility to maintain the budget / resources and project alignment between resources and timeline. Strong portfolio management, estimation, budgeting, streamline and resource pla...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Portfolio Manager

    Sr. Portfolio Manager

    Clearance Jobs • Fort George G Meade, MD, US
    serp_jobs.job_card.full_time
    Advise and assist with the planning and execution of specific programs by applying DoD command program management processes and principles. Provide program management skill sets to assist the J9 Cyb...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Investment Manager

    Portfolio Investment Manager

    VirtualVocations • Baltimore, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Portfolio Investment Manager / Quantitative Trader.Key Responsibilities : Design and implement investment strategies across multiple asset classes Monitor market conditio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Portfolio Manager (Baltimore, MD) - Private Asset Management

    Portfolio Manager (Baltimore, MD) - Private Asset Management

    TIAA • Baltimore, MD, US
    serp_jobs.job_card.full_time
    The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Lead Portfolio Optimization Owner

    Lead Portfolio Optimization Owner

    VirtualVocations • Baltimore, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Portfolio Optimization Process Owner.Key Responsibilities Lead the design and continuous improvement of Strategic Portfolio Management (SPM) processes Develop and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Portfolio Manager Blog Post

    Senior Portfolio Manager Blog Post

    Allocator Jobs • Baltimore, MD, United States
    serp_jobs.job_card.full_time
    The Maryland State Retirement Agency oversees $66 billion in AUM and is the administrator of the Maryland State Retirement and Pension System. The System is a multi-employer, public employees’ benef...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • Bowie, Maryland
    serp_jobs.filters.remote
    serp_jobs.job_card.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 q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    NMLS Licensed Borrower Success Manager

    NMLS Licensed Borrower Success Manager

    VirtualVocations • Baltimore, Maryland, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lending Contact Center Manager to lead a borrower-facing team in driving loan progress from qualification through approval. Key Responsibilities Lead and mentor a team o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted