Portfolio Manager

2 weeks ago


Atlanta, Georgia, United States Quest Financial Full time

Our client located in Midtown is looking for a Portfolio Manager to join their team

Pay: $100k - $120k

In Office/Hybrid Opportunity

Medical, Dental, 401k

The portfolio manager is responsible for working the Bank's commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting, loan structuring and exception monitoring.

Responsibilities:

  • Conduct appropriate financial analysis and research to underwrite new loan renewals, extensions, and modifications. Analyze and structure the renewal proposals and complete the underwriting and evaluation process.
  • Ensure all required documentation is collected and maintained as required by existing policy.
  • Conduct thorough annual reviews of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk.
  • In partnership with the Lending Team, establish and maintain relationships with current and prospective customers.
  • Ensure loan terms and conditions adhere to established credit policy. Ensure compliance with applicable federal, state, and local laws and regulations, agency guidelines and organization policies.
  • Proactively manages credit risk to detect issues withing the portfolio- either loan based or industry wide.
  • Provide timely and accurate reporting to senior management.
  • Work with outside vendors and professionals to remedy situations as needed.
  • Perform/create and analyze corporate and financial spreads.
  • Assist in preparation of various reports and submissions to management.
  • Other duties as assigned.

Qualifications:

Education: Bachelors Degree from an accredited 4-year college or university or equivalent work experience

Work Experience: 5+ years of experience in a commercial lending environment with proven experience in credit evaluation, portfolio risk assessment and/or special assets.


  • Portfolio Manager

    3 weeks ago


    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Portfolio Manager

    4 weeks ago


    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Portfolio Manager

    1 month ago


    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States Federal Home Loan Bank of Atlanta Full time

    Compensation Grade:14 OUR VISION FOR DIVERSITY AND INCLUSION:FHLBank Atlanta contributes to our members' success through a diverse, inclusive, and engaged culture that enables all individuals to work together to fulfill our purpose.BASIC PURPOSE:Directs the compliance, monitoring, asset management, loss mitigation, and reporting activities of the Federal...

  • Portfolio Manager I

    2 months ago


    Atlanta, Georgia, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Portfolio Manager II

    2 weeks ago


    Atlanta, Georgia, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Portfolio Manager

    2 weeks ago


    Atlanta, Georgia, United States CBRE Full time

    Portfolio Manager Job ID 142494 Posted 17-Apr-2024 Role type Full-time Areas of Interest Capital Markets Location(s) Atlanta - Georgia - United States of America, Houston - Texas - United States of America CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that...


  • Atlanta, Georgia, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Atlanta, Georgia, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Atlanta, Georgia, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Atlanta, Georgia, United States Invesco Full time

    We are seeking an experienced, high-potential professional to lead the build out of a new discipline that examines the drivers of business performance and growth at a segment level, highlighting opportunities to improve results and evolve the portfol Business, Management, Portfolio, Leadership, Financial Planning, Corporate Strategy, Business Services


  • Atlanta, Georgia, United States tapwage Full time

    Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will...


  • Atlanta, Georgia, United States myGwork LGBTQ Business Community Full time

    About the Job:This is an exciting opportunity at Invesco, one of the world's leading asset managers, dedicated to helping investors achieve their financial goals. If you're looking for a dynamic work environment with smart colleagues and a global employer that values social responsibility, then Invesco is the place to be.Your Role:We are looking for an...


  • Atlanta, Georgia, United States Delta Airlines Full time

    United States, Georgia, Atlanta Information Technology 21-May-2024 Ref #: 24877 LinkedIn Tag: LI-CM3How you'll help us Keep Climbing (overview & key responsibilities)The Portfolio Cloud Architect - AWS in this position will provide technical leadership for cloud systems designs, deep analysis of cloud spend savings opportunities, design and...


  • Atlanta, Georgia, United States Delta Airlines Full time

    United States, Georgia, Atlanta Information Technology 21-May-2024 Ref #: 24877 LinkedIn Tag: LI-CM3How you'll help us Keep Climbing (overview & key responsibilities)The Portfolio Cloud Architect - AWS in this position will provide technical leadership for cloud systems designs, deep analysis of cloud spend savings opportunities, design and...


  • Atlanta, Georgia, United States Voya Financial Full time

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...


  • Atlanta, Georgia, United States Voya Financial Full time

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...


  • Atlanta, Georgia, United States Voya Financial Full time

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...

  • Asset Manager

    2 weeks ago


    Atlanta, Georgia, United States Columbia Residential Full time

    Columbia Residential is an integrated real estate development and property management company with a substantial portfolio of affordable multifamily properties. The Asset Manager is a result driven position responsible for maximizing the financial and physical performance of an assigned portfolio of Columbia properties. We are seeking a highly skilled and...

  • Asset Manager

    2 weeks ago


    Atlanta, Georgia, United States FWM PAYROLL CLEARING, Inc. Full time

    Title - Asset Manager Company - Affordable Equity Partners, Inc, a subsidiary of JES Holdings, LLC Location - Atlanta GA and metro areaSCHEDULE:Regular schedule, full time in office, with flexibility if needed. Travel to properties when needed as well. CANDIDATES MUST RESIDE IN THE ATLANTA METRO AREA Must Haves - progressive asset management experience...