- TD Bank (Mount Laurel, NJ)
- …for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Credit Portfolio Manager II (CPM) performs the financial ... team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II manages a designated portfolio of commercial… more
- M&T Bank (Philadelphia, PA)
- …applicable. + Complete other related duties as assigned. **SCOPE** The Commercial Credit Portfolio Management Department is responsible for the ongoing ... **OVERVIEW** Evaluate and determine the credit risks of largest, most complex and/or specialized...to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and… more
- M&T Bank (Boston, MA)
- …Responsibilities:** Supervises and mentors a team (up to 10) of commercial credit portfolio manager /underwriters. **Education and Experience Required:** ... recommendations on appropriate credit structures, risk ratings, and perform continuous credit monitoring (CCM) for a portfolio of commercial clients. +… more
- Fifth Third Bank, NA (Orlando, FL)
- …and succession planning; recognizing and rewarding employees for accomplishments. Corporate Banking Portfolio Manager II - Aerospace, Defense & ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the... portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager… more
- First Horizon Bank (Miami, FL)
- …credit analyses on non-owner occupied commercial real estate loans that facilitates the credit approval process. The Portfolio Manager should have a ... the creditworthiness of customers and prospects. **ESSENTIAL DUTIES AND RESPONSIBILITIES** The Portfolio Manager - Market/ Investor CRE will be responsible for… more
- Truist (San Antonio, TX)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, … more
- JPMorgan Chase (Columbus, OH)
- … Credit Compliance Monitoring for wholesale loan portfolios across the firm. As a Credit Support Manager within the Credit Monitoring CoE, you will ... Credit Support Specialists tasked with evaluating compliance with credit agreement terms for a designated portfolio ...with credit agreement terms for a designated portfolio of borrowers. Your role will involve frequent collaboration… more
- Truist (Orlando, FL)
- …assessment in credit request packages in a small or homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... America) **Please review the following job description:** Responsible for underwriting all credit requests, including new requests as well as credit decisioning… more
- M&T Bank (Buffalo, NY)
- …other related duties as assigned. **Scope of Responsibilities:** The Commercial Credit Underwriting/ Portfolio Management Department is responsible to provide an ... **Overview:** Evaluate and determine, monitor and assess the credit risks of largest, most complex and/or specialized...to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and… more
- UMB Bank (Kansas City, MO)
- As the ** Portfolio Manager II -...loan relationships greater than $2,000,000. The Portfolio Manager will manage the associated credit risks ... management activities for monitoring, identifying, and managing the credit risk of the CRE portfolio which...portfolio of existing loans. + You will perform credit underwriting duties for existing client relationships for assigned… more
- Eastern Bank (Lynn, MA)
- **Responsibilities include, but are not limited to the following:** + Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual ... Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit ...Manage and update the interim report for the RMs portfolio + Coordinating construction loan advances on certain credits… more
- Bank of America (Greensboro, NC)
- Portfolio Management Officer II /III Dallas, Texas;Newport Beach, California; Seattle, Washington; Atlanta, Georgia; Boston, Massachusetts; Denver, Colorado; ... structuring and underwriting of complex credit transactions with coaching from the Credit Products Officer (CPO)/ Credit Products Manager (CPM). The PMO… more
- SMBC (New York, NY)
- …Portuguese (reading and writing skills) is preferred + 7 or more years in a previous credit authority or portfolio manager experience with a portfolio of ... reviews and ratings of clients and deals within the portfolio ; ( ii ) processing amendments and waivers; (iii)...front office bankers + Oversee the management of a portfolio of accounts (complete periodic credit reviews,… more
- MUFG (Los Angeles, CA)
- …ratings based on established policies and guidelines. You will be responsible for active credit management of a designated portfolio utilizing solid credit ... credit deterioration with the goal of maximizing net income and reducing credit costs. **Responsibilities** : + Support the portfolio management of the… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …history, and adjustment to risk rating. The role also advises the Portfolio Manager regarding appropriate actions for specific member relationships that ... The Commercial Portfolio Analyst II is responsible for...to resolve loan defaults. (15%) + Assists the Commercial Portfolio Manager in completion of MBS required… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …models. + Assists with the review of accounts to ensure they meet the portfolio manager 's specifications. + Frequently creates large block trade allocations to ... models based on data provided by outside money managers. + Ongoing monitoring of manager models based on historical update frequency to ensure models are current. +… more
- TD Bank (Fort Lauderdale, FL)
- …can provide you more specific details for this role. **Job Description:** Relationship Manager , LM II services the needs of Commercial banking business, ... for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new… more
- Citizens (Boston, MA)
- Description The Middle Market Relationship Manager (RM) II - Professional Services is the central contact person for credit -based clients; he/she ... advisor to the client's executive management team. The Relationship Manager will focus on companies with annual revenue between...and other matters of elevated importance. + Manage a portfolio of credit and non- credit … more
- Umpqua Bank (Lake Oswego, OR)
- …revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio of mid-size middle market clients with $25MM ... Middle Market Relationship Manager II Commercial Banking Lake Oswego,...partners.Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions. + In partnership… more
- PNC (Greensboro, NC)
- …and have an opportunity to contribute to the company's success. As a Relationship Manager II within PNC's Commercial organization, you will be based in ... on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Commercial Banking provides financial services, both in and out of… more
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