Portfolio Senior Officer
2 weeks ago
Responsibilities:
- Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
- Conduct analysis/underwriting functions, as needed
- Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
- On-going review of future maturities for timely disposition.
- Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
- Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
- Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
- Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
- Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
- Provide assistance in other areas within the department, as required, covering during vacation or absenteeism
Minimum Education and/or Certifications Requirements:
- Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
- Formal credit training required.
Minimum Work Experience Requirements:
- 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
- 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
- Knowledge of Bank documentation and other bank products
Technical and/or Other Essential Knowledge:
- Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro
- Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
-
Portfolio Senior Officer
2 weeks ago
Miami, United States Amerantbank Full timeThe Senior Portfolio Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends,...
-
Portfolio Senior Officer
2 weeks ago
Miami, Florida, United States Amerantbank Full timeJob DescriptionJob Description The Senior Portfolio Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual...
-
Senior Portfolio Manager
4 weeks ago
Miami, United States SAAGA Family Wealth Full timeSENIOR PORTFOLIO MANAGER In Office full time position.SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally. The firm has an opportunity for an experienced portfolio manager...
-
Senior Portfolio Manager
3 weeks ago
Miami, United States SAAGA Family Wealth Full timeSENIOR PORTFOLIO MANAGER In Office full time position.SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally. The firm has an opportunity for an experienced portfolio manager...
-
Construction Portfolio Risk Officer
2 weeks ago
Miami, United States City National Bank of Florida Full timeOverview The Construction Portfolio Risk Officer is responsible for collaborating with team members to administer a diversified construction loan portfolio including multifamily apartments, retail, office, mixed-use, industrial, residential tract development, condominiums, owner-occupied, and single family investor and owner-occupied residential,...
-
Wholesale Portfolio Risk Officer Senior
2 weeks ago
Miami, United States City National Bank of Florida Full timeOverview The Wholesale Portfolio Risk Officer Sr, handles client's financial needs, ensuring that the overall client experience is favorable and that the bank is in a position to expand the relationship. The incumbent is responsible for commercial & industrial underwriting and commercial real estate underwriting. The incumbent takes the lead where...
-
Miami, Florida, United States Alvarez and Marsal Full timeDescription Director/ Senior Director, Portfolio Tax Services (PTS) – Partnership EmphasisAlvarez & Marsal's Portfolio Tax Services team is composed of seasoned tax professionals experienced in providing tax compliance and consulting services to portfolio companies of private equity funds. Our professionals have significant experience supporting PE-backed...
-
Portfolio Manager
2 months ago
Miami, United States Selby Jennings Full timeCompany Overview: Premier investment management firm focused on the commodities sector. With focus on delivering superior investment performance an exceptional client service, they have established themselves as a trusted partner for investors.Position Overview: The firm is in search of an experienced Portfolio Manager, specializing in European Commodities....
-
Senior Credit Officer
4 weeks ago
Miami, United States First Horizon Corp. Full timeLocation: On site, Miami, FL Summary This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and emerging...
-
Miami, United States The Ladders Full timeSUMMARY The responsibilities of the Portfolio Manager and Commercial Underwriting Officer include analyzing credit data and financial information of persons or companies that are applying for credit or loans to determine the risk that the bank may encounter. The Portfolio Manager and Commercial Underwriting Officer will prepare reports based upon their...
-
Miami, United States Helm Bank Full timeJob DescriptionJob DescriptionSUMMARYThe responsibilities of the Portfolio Manager and Commercial Underwriting Officer include analyzing credit data and financial information of persons or companies that are applying for credit or loans to determine the risk that the bank may encounter. The Portfolio Manager and Commercial Underwriting Officer will prepare...
-
Senior Credit Officer
1 month ago
Miami, United States First Horizon Bank Full timeLocation: On site, Miami, FL Summary This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and...
-
Portfolio Manager Ii/deposit Portfolio
4 days ago
Miami, United States Terrabank, N.A. Full timeMinimum of 3 years of experience working in International Banking department managing or co -managing a personal and/or corporate deposit portfolio. - Bachelor’s Degree in Business Administration or marketing, or equivalent work experience. - Proven experience generating new business. - Experience working with international customers and documentation from...
-
Senior Credit Officer
1 month ago
Miami, Florida, United States First Horizon Bank Full timeLocation: On site, Miami, FLSummaryThis position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and emerging...
-
Senior Credit Officer
4 weeks ago
Miami, United States First Horizon Bank Full timeLocation: On site, Miami, FL Summary This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and...
-
Senior Credit Officer
1 month ago
Miami, United States First Horizon Bank Full timeLocation: On site, Miami, FL Summary This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and...
-
Senior Credit Officer
2 weeks ago
Miami, United States First Horizon Bank Full timeDescriptionLocation: On site, Miami, FLSummaryThis position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and...
-
Investment/Portfolio Analyst
3 weeks ago
Miami, United States Ascendo Resources Full timeWe are seeking an Investment Analyst for our clients' Asset Management business.In this role you will work alongside portfolio managers to analyze third-party models, assist with client proposals, and rebalance portfolios. Your role:Analyzing third-party model portfolios and preparing reports on their strengths and weaknesses.Assisting with proposals for...
-
Investment/Portfolio Analyst
2 weeks ago
Miami, United States Ascendo Resources Full timeWe are seeking an Investment Analyst for our clients' Asset Management business.In this role you will work alongside portfolio managers to analyze third-party models, assist with client proposals, and rebalance portfolios. Your role:Analyzing third-party model portfolios and preparing reports on their strengths and weaknesses.Assisting with proposals for...
-
Real Estate Portfolio Risk Officer
2 weeks ago
Miami, Florida, United States City National Bank of Florida Full timeOverview:Responsible for the ongoing administration of assigned loan portfolio, including but not limited to, underwriting and processing of new commercial real estate credit requests including more complex credits, construction projects, underwriting specialty property assets, renewals/modifications of existing credits including more complex credits,...