Credit Delivery Portfolio Manager - Medical Specialty Team Truist Financial CorpCredit Delivery Portfolio Manager - Medical Specialty TeamCharlotte, NCCredit requests have a variety of business structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, working capital facilities, yacht/airplane financing, corporate finance transactions, concentrated stock/highly structured securities-backed and unsecured facilities. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Investment Real Estate Underwriting Portfolio Manager 2 FNB CorpInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 2 FNB CorpCommercial Credit Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Senior Portfolio Manager - Commercial Real Estate Credit Delivery Truist BankSenior Portfolio Manager - Commercial Real Estate Credit DeliveryCharlotte, North CarolinaSupplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers, and coordinating legal documentation efforts through closing and funding phase.
Corporate Banking Portfolio Manager Team Lead For Asset Based Finance US BankCorporate Banking Portfolio Manager Team Lead For Asset Based FinanceCharlotte, NC$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
Portfolio Manager III - Middle Market, Leveraged Lending City National BankPortfolio Manager III - Middle Market, Leveraged LendingCharlotte, North CarolinaRemote$122,535–$208,715 / yearFull timePortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Collaboration: Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank’s strategic initiatives.
CRE Portfolio Manager 4 Hancock Whitney CorpCRE Portfolio Manager 4Charlotte, NCWorks with CRE Bankers in obtaining and reviewing construction loan documentation (construction contract, architect's contract, final plans and specifications, final cost breakdown/schedule of values, construction disbursement schedule). Tests project performance against original underwriting and appraisal projections upon receipt of required reporting information (i.e., monthly, quarterly, semi-annual, or annual operating statements, leasing reports/rent rolls, etc.).
Senior Associate - Client Portfolio Manager - Global High Yield and CLOs Barings LLCSenior Associate - Client Portfolio Manager - Global High Yield and CLOsCharlotte, NCThe successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings' Global High Yield and CLO strategies, as well as the firm's broader fixed income platform. 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 business development, client servicing and product development for certain investment strategies.
CRE Portfolio Manager II Fifth Third BankCRE Portfolio Manager IICharlotte, NC$82,100–$172,500 / yearDeveloping 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. Manage underwriting, approval and documentation process for transactions which may include new money, loan extensions, amendments, waivers and ancillary products, including treasury management, FX, interest rate derivatives, and commodity exposure.
Commercial Portfolio Manager South State BankCommercial Portfolio ManagerCharlotte, NCBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
NewPortfolio Manager Sr First Horizon BankPortfolio Manager SrCharlotte, NCPartnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
Commercial Portfolio Manager Southstate BankCommercial Portfolio ManagerCharlotte, North CarolinaBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
NewAssociate Director - Global Advisory And Working Capital Finance Portfolio Manager Huntington Bancshares IncAssociate Director - Global Advisory And Working Capital Finance Portfolio ManagerCharlotte, NCDuties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Commercial Portfolio Manager III - Equipment Finance Huntington Bancshares IncCommercial Portfolio Manager III - Equipment FinanceCharlotte, NC$83,700–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
NewSenior Portfolio Manager - Commercial Real Estate Credit Delivery Truist Financial CorpSenior Portfolio Manager - Commercial Real Estate Credit DeliveryCharlotte, NCSupplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.
NewSenior Portfolio Manager - Commercial Real Estate Credit Delivery Truist Financial CorporationSenior Portfolio Manager - Commercial Real Estate Credit DeliveryCharlotte, NCSupplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead.
Senior Associate - Client Portfolio Manager - Global High Yield And Clos Barings Corp.Senior Associate - Client Portfolio Manager - Global High Yield And ClosCharlotte, NCThe successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings' Global High Yield and CLO strategies, as well as the firm's broader fixed income platform. 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 business development, client servicing and product development for certain investment strategies.
Special Assets Senior Portfolio Manager - Leveraged And Corporate Finance Truist Financial CorporationSpecial Assets Senior Portfolio Manager - Leveraged And Corporate FinanceCharlotte, NCDevelop, interpret, and challenge advanced analytical financial models-including financial projections, discounted cash flow analysis, enterprise valuation, and analysis of historical and projected cash flows-to support credit decisioning, restructuring strategies, and downside risk assessment. Serve as a primary point of coordination and analysis for complex credit situations by actively engaging with internal stakeholders and external restructuring professionals, including legal counsel, financial advisors, investment bankers, and other vendors involved in credit resolution and workout activities.
Middle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor and Leveraged Finance Truist Financial CorpMiddle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor and Leveraged FinanceCharlotte, NCSubject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. 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 functions.
Middle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor And Leveraged Finance Truist Financial CorporationMiddle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor And Leveraged FinanceCharlotte, NCSubject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. 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 functions.