Chicago, Illinois10 days ago
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The Research Financial Portfolio Manager is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support. Simpson Querrey Biomedical Research Center
Job Description.
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The Research Financial Portfolio Manager, Senior is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support.
Job Description.
p>For additional information and details regarding Graingers benefits, please click on the link below: https://experience100.ehr.com/grainger/Home/Tools-Resources/Key-Resources/New-Hire. The successful candidate will have experience managing large-scale testing across multiple Finance-related integrations, partnering on migration activities to AWS cloud infrastructure, and supporting organizational change management and training readiness for Finance stakeholders impacted by the migration.
p>The Portfolio Manager manages client portfolios with activities that - include: tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 10% of base salary based various performance components.
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
p>Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
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. 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.
Experience in working out, including liquidation, of challenging ABL is preferred Balanced approach to enable focus on both business unit goals and risk management objectives Strong understanding of general credit and risk principles, mitigants, and banking policies and procedures Experienced in developing and implementing tactical solutions in support of structuring new and existing ABL credits Able to multi task and function under pressure to meet deadlines Strong written and verbal communication and negotiation skills BA/BS degree, and/or MBA preferably in Finance, Business Administration or Accounting. Liaise with portfolio management team leaders, credit risk and workout colleagues on deteriorating credits Partner with product and operations units including loan operations, cash management, derivatives, corporate card, leasing, to proactively manage issues so that revenue opportunities are maximized and customer satisfaction is maintained.
We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.