- Amerant Bank (Tampa, FL)
- …will also assist in the credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, ... Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Collaborate with Portfolio Management in the administration, monitoring,… more
- WSFS Bank (Greenville, DE)
- …Service(R) is more than part of our name, it's our mission and our purposeThe Portfolio Manager will work closely with Relationship Managers and Portfolio ... of proposed deals and term sheets that conform with the bank's Credit PolicyCoordinate loan closings with the bank's Loan Operations groupCollection and organization… more
- Amerant Bank (Tampa, FL)
- … II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities ... and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions and… more
- Amerant Bank (Tampa, FL)
- The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and ... and potential business opportunities for the Bank.Develop and maintain a portfolio of high quality, complex corporate relationships.Must have demonstrated experience… more
- OceanFirst Bank (Red Bank, NJ)
- **Position** : Credit Portfolio Manager II (Hybrid) **Location** : Red Bank, NJ **Requisition ID:** : 4127 At OceanFirst Bank, each one of our employees ... the Management Credit Committee. 17. Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff. Ensure compliance of all… more
- TD Bank (Passaic, NJ)
- …Description:** This position is in the Commercial Real Estate Portfolio Management Group. The Credit Portfolio Manager II (CPM) manages a designated ... some instances, pass credits/relationships that require a heightened level of portfolio oversight, ensuring all aspects of compliance with loan agreements,… more
- M&T Bank (New York, NY)
- …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)
- …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
- Bankers Trust (Omaha, NE)
- …or Finance 2+ years of relevant commercial credit experience required . Commercial Portfolio Manager II Level BA or BS degree in Business, Accounting ... relevant commercial credit experience required . Commercial Portfolio Manager III Level BA or BS... Manager I Level: $56,000 - $70,000 Commercial Portfolio Manager II Level: $64,000… more
- Truist (Nashville, TN)
- …finally approved by ultimate risk approval officer. Problem Complexity: Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more ... direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, … more
- Truist (Jacksonville, FL)
- …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
- TD Bank (New York, NY)
- …leading teams underwriting and documenting new transactions as well as managing existing portfolio accounts within TD's credit risk policy and adhering to TD's ... Description:** TD's Middle Market Sponsor Finance Group is responsible for managing credit relationships with borrowers owned by private equity firms and family… more
- Bank of America (Portland, OR)
- Portfolio Manager II Portland,...growth of the market by meeting individual investment management, credit and deposit goals. + May be responsible for ... of management or senior portfolio managers. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and is… more
- Truist (Richmond, VA)
- …America) **Please review the following job description:** Responsible for underwriting all credit requests, including new requests as well as credit decisioning ... financial statements and navigate a wide variety of financial structures, credit scenarios. Ensure commercial lending activities are executed according to Truist's… more
- Bank of America (Charlotte, NC)
- Portfolio Management Officer II / III New...who reports to the CREB Regional Portfolio Manager (CPM) and partners closely with Credit Officers ... to make a difference. Join us! **Job Description:** The Portfolio Management Officer III (PMO III) has primary accountability... Products team members. They report to the Sr. Credit Products Manager and partner closely with… more
- City National Bank (Long Beach, CA)
- ** CREDIT OFFICER II CB** **WHAT IS THE...Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request to ... structure credits ensuring that transactions are within profitability and portfolio risk standards. Authors credit approval memorandum....credit issues to Relationship Manager , CBS Manager and/or Credit Manager . +… more
- Bank of America (Cleveland, OH)
- …and also approves complex credit transactions with some coaching from the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process ... Commercial Credit Underwriter I- II Auburn Hills, Michigan;Cincinnati,...of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex… more
- Bank of America (Greensboro, NC)
- Portfolio Management Officer II / III...the CPO/CPM. The PMO also participates in the internal credit approval process led by client manager ... credit policies, guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely with CPOs and … more
- Bank of America (Fresno, CA)
- …and complex credit transactions with minimal oversight from the CO ( Credit Officer)/CCM (Commercial Credit Manager ). The Underwriter approves ... Commercial Credit Underwriter I/ II - Fresno, Bakersfield,...Credit team members. They report to the Commercial Credit Manager and partner closely with … more
- Truist (Charlotte, NC)
- …credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager . **Essential ... coordination of spreading financial statements and risk ratings. 50% 2. Works with Portfolio Manager to build financial models based on client profile, industry… more
