Portfolio Manager

1 month ago

Pine Mountain, United States FIRST PEOPLES BANK Full time
Job DescriptionJob Description

FIRST PEOPLES BANK

JOB DESCRIPTION: Portfolio Manager - West Central GA


Department: Lending

Department Head: Chief Lending Officer

Reports To: Credit Manager

Summary: The Portfolio Manager is to assist Market Presidents and Relationship Managers (commercial loan officers - CLOs) with the gathering of financial data, analyzing the data, preparing status reports, working past dues and matured loans, and servicing the loan portfolio. The Portfolio Manager will also work to insure loans are closed as approved, with complete documentation, and in compliance with all applicable regulations.


Specific Job Functions:


  • Assist CLOs with new loan requests by gathering and ensuring financials are uploaded to document imaging system, spreading financials and/or completing a Global Cash Flow worksheet and preparing initial credit memo
  • Manage Maturing Loans for CLOs by addressing upcoming maturities at least 30 days prior in order to limit maturity extensions and to ensure originally approved loan structure is maintained.
  • Work with Loan Assistants to ensure appropriate and accurate documents are prepared for closing. Follow up routinely for documentation exceptions (titles, deeds, title policies) to ensure timely receipt of these collateral documents.
  • Manage CLO's Loan Portfolio so there are zero past due matured loans or payments over 30 days by working with CLOs to collect past due payments.
  • Review and work with CLOs on Past Due reports to include researching loan for accuracy of past due status and requesting any loan maintenance and auto debit documents as needed.
  • Assist CLO clients with loan payment research, loan maintenance and working with clients to resolve questions regarding loan history.
  • Attend Loan Committee meetings and report on any renewals in process.
  • Assist clients with ensuring auto debit set-up is completed as part of pre or post-closing
  • Request Credit Reports through Loan Assistants
  • Special Projects related to the loan portfolio
  • Assist all lenders with construction portfolio management to include:
    • Process and complete builder construction draw request to include ordering inspections, maintaining construction budget and funding draws and seek approvals as needed
    • Ensuring inspections are properly managed by either completing or assigning to another lender to complete.
    • Ensuring photos at each inspection are thorough and uploaded

Qualifications:

Experience & Education:

2-3 years of commercial account relationship or commercial credit underwriting and risk management experience. A bachelor's degree in business, finance, or other related discipline or commensurate experience is required.

  • Familiarity with loan structuring underwriting programs.
  • Knowledge of consumer, commercial and real estate loans, regulations, procedures, and documentation preparation.
  • Experience with Microsoft Outlook, Word, Excel, and CRM applications.
  • The ideal candidate will be detail oriented, reliable, and analytical. They will also have the ability to multi-task and meet deadlines, work in fast-paced environment, and timely and satisfactory resolution regarding loan portfolio challenges.
  • Satisfactorily complete all required compliance training and compliance with all laws and regulations that apply based on the scope of this position.
  • Must be capable of regular, reliable, and timely attendance.
  • Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team.
  • Must be able to read and carry out various written instructions and follow oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be able to perform basic financial calculations with accuracy.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace.
  • Must be capable of exercising highest level of discretion on confidential matters.

Interpersonal Skills:

  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Position Type/Expected Hours of Work:

This is a full-time position with remote work possibilities in the future. Typical days and hours of work are - Monday-Friday from 8:30 am to 5:00 pm. Candidate must be able to work extended hours whenever required or requested by management.


Travel:

This position may require up to 25% travel between the First Peoples Bank offices located in Columbus, Pine Mountain, and Senoia, GA.


Equipment Used:

Must be able to efficiently operate a computer, fax machine, scanner, copier, printer, telephone, and other office equipment.


Supervisory Responsibilities:

This position has no supervisory responsibilities.


Work Environment:

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires the ability to sit at a desk for extended periods of time, reach, bend, walk or maneuver around the branch and occasionally lift up to 25 pounds.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Additionally, duties, responsibilities, activities and work hours are subject to change.



  • Portfolio Manager

    2 weeks ago

    Pine Mountain, United States First Peoples Bank Full time

    FIRST PEOPLES BANKJOB DESCRIPTION: Portfolio Manager - West Central GA Department: Lending Department Head: Chief Lending Officer Reports To: Credit Manager Summary: The Portfolio Manager is to assist Market Presidents and Relationship Managers (commercial loan officers - CLOs) with the gathering of financial data, analyzing the data, preparing status...

  • Commercial Loan Portfolio Specialist

    2 weeks ago

    Pine Mountain, Georgia, United States FIRST PEOPLES BANK Full time

    Job OverviewFIRST PEOPLES BANKPOSITION: Commercial Loan Portfolio SpecialistDepartment: LendingDepartment Head: Chief Lending OfficerReports To: Credit ManagerRole Summary: The Commercial Loan Portfolio Specialist is responsible for supporting Market Presidents and Relationship Managers (commercial loan officers) in the collection of financial information,...

  • Portfolio Manager, Autoimmunity

    2 months ago

    Mountain Lakes, United States Revvity Full time

    Job Title Portfolio Manager, Autoimmunity & Allergy Location(s) Mountain Lakes About Us Revvity is a developer and provider of end-to-end solutions designed to help scientists, researchers, and clinicians solve the world's greatest health challenges. We pair the enthusiasm of an industry disruptor with the experience of a longtime leader. Our diverse team of...

  • Portfolio Manager

    4 days ago

    Mountain Lakes, United States REVVITY Full time

    Job Title Portfolio Manager - Infectious & Endocrine Disorders Location(s) Mountain Lakes About Us Revvity is a developer and provider of end-to-end solutions designed to help scientists, researchers, and clinicians solve the world's greatest health challenges. We pair the enthusiasm of an industry disruptor with the experience of a longtime leader. Our...

  • Portfolio Manager, Autoimmunity and Allergy Specialist

    3 days ago

    Mountain Lakes, New Jersey, United States REVVITY Full time

    About the RoleWe are seeking a highly motivated and experienced Portfolio Manager to join our team at Revvity. As a key member of our commercial organization, you will be responsible for developing and implementing strategies to grow our assigned portfolio of medical products.Key ResponsibilitiesProduct Development and StrategyDevelop and implement product...

  • Commercial Operations Product Manager

    2 days ago

    Mountain View, California, United States Riverside Research Full time

    About the RoleRiverside Research Institute is seeking a highly skilled and experienced Product Manager to join our Commercial Operations Team. As a key member of our team, you will be responsible for overseeing the development, implementation, and management of our portfolio support capabilities, specifically to the products and programs we'll be delivering...

  • Senior Real Estate Portfolio Manager

    1 week ago

    Mountain View, California, United States Jobot Full time

    Join a Leading Real Estate Firm as a Senior Property ManagerAbout the Role:We are on the lookout for a seasoned Senior Property Manager to enhance our team. This permanent position offers a unique chance to oversee a varied portfolio, ensuring excellence in property management.Why Consider This Opportunity?Established Real Estate OrganizationStable...

  • Commercial Operations Product Manager

    1 week ago

    Mountain View, California, United States Riverside Research Full time

    About the RoleRiverside Research Institute is seeking a highly skilled and experienced Product Manager to join our Commercial Operations Team. As a key member of our team, you will be responsible for overseeing the development, implementation, and management of our portfolio support capabilities, specifically to the products and programs we'll be delivering...

  • **Project Director**, **Portfolio Manager**

    7 days ago

    Mountain View, California, United States Northern Impact Full time

    Senior Project ManagerWe are seeking a seasoned Project Director to lead our team of innovative architects and interior designers at Northern Impact. With over 30 years of experience, our studio specializes in life sciences, education, and workplace design.About the RoleLead complex projects with a balance of design and technical skills, driving project...

  • Set Tech

    14 hours ago

    Pine Mountain, United States Milliken Full time

    Milliken & Company is a global manufacturing leaderwhose focus on materials science delivers tomorrow's breakthroughs today. Fromindustry-leading molecules to sustainable innovations, Milliken creates products thatenhance people's lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with applications...

  • Pine Mountain-Electrician Control Equipment Technic

    2 weeks ago

    Pine Mountain, United States Milliken Full time

    Milliken & Company is a global manufacturing leader whose focus on materials science delivers tomorrow's breakthroughs today. From industry-leading molecules to sustainable innovations, Milliken creates products that enhance people's lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with...

  • Property Management Executive

    2 weeks ago

    Mountain View, California, United States Jobot Full time

    Join a Leading Real Estate Firm as a Senior Property ManagerThis opportunity is hosted by Jobot.About the Company:We are a well-established real estate firm looking for a talented Senior Property Manager to enhance our team.What We Offer:Privately Held Real Estate CompanyStable Work EnvironmentAttractive Salary PackageComprehensive Medical BenefitsFull-time...

  • Senior Asset Management Specialist

    2 weeks ago

    Mountain View, California, United States Jobot Full time

    Join a Leading Real Estate Firm as a Senior Property ManagerAbout the Position:This role is ideal for a seasoned professional ready to take on the challenges of managing a varied portfolio of properties. The Senior Property Manager will play a crucial role in ensuring operational excellence across commercial, retail, and residential assets.Key...

  • VP Product Management

    4 days ago

    Mountain View, United States Intuit Full time

    Intuit’s Small Business and Self-Employed Group (SBSEG) has a vision to be the leading provider of integrated business tools and expert services for small businesses sized 10-100 employees (small business mid-market segment), with solutions that can be customized for unique business needs at every stage of the business lifecycle. We deliver a completely...

  • Senior Facilities Manager

    1 week ago

    Mountain View, California, United States Jobot Full time

    Dynamic Real Estate Firm Seeking Senior Property Management ExecutiveThis Jobot Job is hosted by: Melissa ToddAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $160,000 - $165,000 per yearAbout Us:We are a dynamic real estate firm looking for a skilled Senior Property Management Executive to join our team...

  • Senior Technical Program Manager

    3 days ago

    Mountain View, California, United States Intuit Full time

    Job SummaryWe are seeking a highly experienced Senior Technical Program Manager to lead our Go-To-Market Technology (GTM Tech) Platform team. As a key member of our organization, you will be responsible for delivering high-impact programs that accelerate our mission of powering prosperity around the world.About the RoleThe ideal candidate will have a strong...

  • Engineering Manager

    5 days ago

    Mountain View, California, United States Databricks Full time

    About the RoleWe are seeking a seasoned Engineering Manager to spearhead the development of our Stream Processing capabilities in Apache Spark and Databricks Intelligence Platform. As a key member of our Structured Streaming team, you will be responsible for leading a talented engineering team in developing and promoting the engine in open-source and...

  • Claims Department Manager

    3 days ago

    Mountain, United States Conduent State Healthcare, LLC Full time

    As the Claims Department Manager, you will lead a complex medical claim processing team, overseeing daily tasks, setting priorities, and coordinating activities to ensure timely completion. Leveraging your leadership experience, you'll guide and mentor team members, driving performance and adherence to company policies and procedures. Your expertise will...

  • Part-Time Innovation Manager

    3 days ago

    Mountain View, California, United States Defense Innovation Unit Full time

    Job DescriptionThe Defense Innovation Unit (DIU) is a key player in the Department of Defense's efforts to foster commercial partnerships within innovation ecosystems across the United States. Our team is comprised of active-duty and reserve personnel, government civilians, and contracted consultants.We are headquartered in Mountain View, CA, with satellite...

  • Regional Service Manager

    4 days ago

    Mountain View, United States Siemens Industry Software GmbH Full time

    Regional Service Manager - West ZoneAt Siemens Healthineers, we are passionate about enabling healthcare professionals to deliver high quality patient care, and to do so affordably.A leading global healthcare company, Siemens Healthineers continues to strengthen our portfolio of medical imaging and laboratory diagnostics, while adding new offerings such as...