Talent.com
Senior Portfolio Manager - Financial Institutions Group

Senior Portfolio Manager - Financial Institutions Group

Fifth ThirdDallas, TX, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION :

The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. 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. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Accountable for managing a portfolio of accounts.
  • Review and recommend credit decisions.
  • Partners with the Relationship Manager, forming the "coverage team" to : Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
  • Generate commitment letters.
  • Responsible for providing business partners credit lending policy interpretation.
  • Perform final risk rating analysis.
  • Capture and document credit decisions, conditions, and modifications.
  • Collaborates with the Credit Analyst to perform Portfolio management duties such as : Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
  • Communicate directly with clients regarding credit events and actions as needed.
  • Works independently to pitch the most complex deal structures.
  • A focus on continuous learning to keep up with ever-changing market dynamics.
  • Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
  • Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
  • Experience in Insurance and / or non-bank finance companies

SUPERVISORY RESPONSIBILITIES :

Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED :

  • Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
  • At least 8 years credit analysis and / or loan review experience in Commercial Banking, that ideally includes Insurance.
  • Financial Institutions, primarily Insurance, experience preferred.
  • Highly proficient analytical skills, critical thinking and communication skills.
  • Professional presence (client-facing).
  • Experience managing an advanced commercial client portfolio with a great deal of complexity.
  • Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
  • Expertise in financial and risk analysis, including financial modeling.
  • Demonstrated expertise in using effective problem solving.
  • Proficient with technology and ability to learn new applications.
  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of a CRT screen.
  • Some travel required.
  • Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual

    At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

    The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and / or individual performance.

    Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at : https : / / www.53.com / content / fifth-third / en / careers / benefits.html or by consulting with your talent acquisition partner.

    LOCATION Dallas, Texas 75240

    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

    serp_jobs.job_alerts.create_a_job

    Senior Portfolio Manager • Dallas, TX, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Director, Portfolio Valuation Services

    Director, Portfolio Valuation Services

    StoutDallas, TX, United States
    serp_jobs.job_card.full_time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Portfolio Manager - AVP

    Portfolio Manager - AVP

    Associated BankDallas, TX, US
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Side gig : Earn at least $1865 in your first 164 trips driving, guaranteed.

    Side gig : Earn at least $1865 in your first 164 trips driving, guaranteed.

    UberRosser, TX, United States
    serp_jobs.job_card.full_time +1
    Earn at least $1865 driving with Uber when you complete your first 164 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Tech DigitalDallas, TX, US
    serp_jobs.job_card.full_time
    Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives.Key res...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Multi-Family Senior Asset Manager

    Multi-Family Senior Asset Manager

    BH PropertiesDallas, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    SENIOR ASSET MANAGER, MULTI-FAMILY ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Audit Manager

    Senior Audit Manager

    JobotGrapevine, TX, US
    serp_jobs.job_card.full_time
    Senior Audit Manager (Hybrid) / Overtime Pay / Top Regional Firm / Great transition out of big 4.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking the "Apply...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager in Training

    Manager in Training

    Crunch Fitness - CR HoldingsForney, TX, US
    serp_jobs.job_card.full_time
    Manager In Training- for our UPCOMING Forney Club.Here We GROW Again! .Be a part of one of the greatest growth stories ever told in the fitness industry. Manager in Training positio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Portfolio Manager - Financial Institutions Group

    Senior Portfolio Manager - Financial Institutions Group

    Fifth Third BankDallas, TX, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Portfolio Manager is key m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Manager IV

    Portfolio Manager IV

    BOK FinancialDallas, TX, US
    serp_jobs.job_card.full_time
    The Portfolio Manager IV partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role provides ongoing asset management of a credit portfolio and c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Senior Manager

    FP&A Senior Manager

    EquinixDallas, TX, US
    serp_jobs.job_card.full_time
    Senior Manager, Digital Innovation Finance.Equinix is the world's digital infrastructure company, operating over 260 data centers across the globe. Digital leaders harness Equinix's trusted platform...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Portfolio Specialist

    Portfolio Specialist

    MODE GlobalDallas, TX, US
    serp_jobs.job_card.full_time
    MODE Global is a $4B+ multimodal transportation leader, delivering comprehensive supply chain solutions across North America. With a vast agent-based network and a suite of offeringsspanning LTL, tr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
    • serp_jobs.job_card.promoted
    Commercial Real Estate Portfolio Manager - AVP

    Commercial Real Estate Portfolio Manager - AVP

    Associated Bank - CorpDallas, TX, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Portfolio Manager, ABL

    Portfolio Manager, ABL

    Texas Capital BankDallas, TX, US
    serp_jobs.job_card.full_time
    The Portfolio Manager I role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Manager ( Hybrid )

    Senior Tax Manager ( Hybrid )

    JobotGrapevine, TX, US
    serp_jobs.job_card.permanent
    This Jobot Job is hosted by : Jerry Sipocz.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $140,000 - $200,000 per year.Our client is a l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Portfolio Manager - TMT

    Portfolio Manager - TMT

    Texas Capital BankDallas, TX, US
    serp_jobs.job_card.full_time
    The Portfolio Manager II role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr Portfolio Manager, Energy

    Sr Portfolio Manager, Energy

    Texas Capital BankDallas, TX, US
    serp_jobs.job_card.full_time
    Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Treasury Manager

    Senior Treasury Manager

    LincolnDallas, TX, US
    serp_jobs.job_card.full_time
    The Treasury Manager (Senior) will oversee the end-to-end treasury operations for a large, complex third-party operator with 100+ banking relationships and over 2,000 active bank accounts.This indi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate or AVP - Portfolio Manager, Commercial (Diversified Industries)

    Associate or AVP - Portfolio Manager, Commercial (Diversified Industries)

    BmoDallas, TX, US
    serp_jobs.job_card.part_time
    BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U. We are driven by a single purpose : to Boldly Grow the Good in business a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Mortgage Loan Officer

    Senior Mortgage Loan Officer

    American National Bank of TexasHeath, TX, United States
    serp_jobs.job_card.permanent
    The Senior Mortgage Loan Officer is accountable for originating residential mortgage loans, pre-qualifying the creditworthiness and the ability of customers to repay loans, servicing these loans to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Portfolio Manager - GAM

    Global Portfolio Manager - GAM

    CaterpillarDallas, TX, US
    serp_jobs.job_card.full_time
    Your Work Shapes the World at Caterpillar Inc.When you join Caterpillar, you're joining a global team who cares not just about the work we do but also about each other. We are the makers, problem s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days