CRE Portfolio Manager Associate/ CRE Portfolio Manager I
2 weeks ago
Overview The purpose of this job is to operate under the guidance of Commercial Real Estate Portfolio Manager in the day-to-day activities of the Commercial Real Estate Department, while developing/building the skills necessary to progress as a Portfolio Manager. Other purposes are to assist in portfolio management, the preparation of loan packages, learning to monitor loan covenants compliance, exception reporting, clearing exceptions, loan draws, etc. And to conduct special projects as required. Responsibilities Time management Development of prospect list Work with Commercial Real Estate personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, i.e. loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, renewal process, with oversight from an experienced Commercial Real Estate Portfolio Manager. Continue learning and assisting with monitoring loan covenant compliance, exceptions and past dues, and loan draws/advances. Make joint calls with the Commercial Real Estate Relationship Managers, and/or Commercial Real Estate Portfolio Managers to gather information for loan presentation, participates in follow-up calls as needed Level I Additional Responsibilities Assessment of credit quality and proper risk rating for Commercial Real Estate loan portfolio Determination of data required for loan packages Portfolio management decisions Determination of which existing customers would be potential candidates for expanded services Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed. Monitors loan compliance covenant, exceptions, and past dues as well as monitors construction progress to ensure loan draws are funded and documented. Makes joint calls with the CRE Relationship Managers to gather information for the client; goes on follow-up calls as needed. Solicits existing portfolio customers in an effort to increase and retain volume and cross-sell Bank products and services. Promotes customer relations. Qualifications Four-year college degree preferred Minimum of two (2) years banking experience or equivalent in one or a combination of the following areas: Management Development Program Relationship Manager Credit Analysis Retail Banking Level I Additional Qualifications Bachelor's degree in Business, Finance, and Accounting related field, or equivalent experience. Minimum of three years (3) of commercial lending/credit experience. Experience with real estate or commercial lending risk analysis Well-developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Detailed knowledge of credit analysis practice and procedure Familiarity with products and services offered by financial services institutions Excellent interpersonal skills Developed decision making Proven ability to build relationships Time management/organization skills Computer skills to include word processing and spreadsheet application Effective analytical skills Ability to interact with external and internal customers #J-18808-Ljbffr
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Atlanta, United States Trustmark Bank Full timeJoin to apply for the CRE Portfolio Manager Associate/ CRE Portfolio Manager I role at Trustmark Bank Overview The purpose of this role is to operate under the guidance of a Commercial Real Estate Portfolio Manager in the day-to-day activities of the Commercial Real Estate Department while developing the skills necessary to progress as a Portfolio Manager....
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Atlanta, United States Trustmark Full timeCRE Portfolio Manager Associate/ CRE Portfolio Manager ILocation US-GA-AtlantaJob ID 2025-19028Category Corporate BankingType Regular Full-TimeJob Grade 12FLSA Status ExemptWorking Hours 8-5Job Location: CompanyAtlanta Commercial RE -10341OverviewThe purpose of this job is to operate under the guidance of Commercial Real Estate Portfolio Manager in the...
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Atlanta, United States Trustmark Corporation Full timeThe purpose of this job is to operate under the guidance of Commercial Real Estate Portfolio Manager in the day-to-day activities of the Commercial Real Estate Department, while developing/building the skills necessary to progress as a Portfolio Manager. Other purposes are to assist in portfolio management, the preparation of loan packages, learning to...
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Senior Associate, Finance
2 weeks ago
Atlanta, United States LHH Full timeSenior Associate, Finance & Ops (Financial Services/CRE) 4 days ago – Be among the first 25 applicants LHH is recruiting for a commercial real estate debt division of a large nationally renowned alternative asset manager. We are looking for a CRE Finance & Operations Associate to join our team in North Atlanta. The role involves facilitating day‑to‑day...
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Managing Director, CRE Relationships
2 weeks ago
Atlanta, United States MidFirst Business Credit, Inc. Full timeManaging Director, CRE Relationships - Atlanta Market Job Category: Lending Requisition Number: MANAG004065 Apply now Posted : April 4, 2025 Full-Time Locations Showing 1 location Atlanta, GA 30328, USA Description The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to...
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Managing Director, CRE Relationships
1 week ago
Atlanta, GA, United States MidFirst Business Credit, Inc. Full timeManaging Director, CRE Relationships - Atlanta Market Full-Time The Relationship Manager will be responsible for developing sound and profitable relationships. In addition, the Relationship Manager will actively pursue business development opportunities to create a profitable loan portfolio. This will involve developing, managing and maintaining...
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CRE Portfolio Analyst: Path to Portfolio Manager
2 weeks ago
Atlanta, United States Trustmark Corporation Full timeA financial services institution in Atlanta is seeking a motivated individual to assist a Portfolio Manager in the Commercial Real Estate Department. The ideal candidate will have at least two years of banking experience and a Bachelor's degree in a related field. Responsibilities include portfolio management support, monitoring loan compliance, and...
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Managing Director, CRE Relationships
1 day ago
Atlanta, GA, United States MidFirst Business Credit, Inc. Full timeManaging Director, CRE Relationships - Atlanta Market Job Category: Lending Requisition Number: MANAG004065 Apply now Posted : April 4, 2025 Full-Time Locations Showing 1 location Atlanta, GA 30328, USA Description The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to...
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CRE/Hyperion Consultant
5 days ago
Atlanta, Georgia, United States Stem Xpert Full time $80,000 - $120,000 per yearCompany Description Founded in 2009 and headquartered in Ann Arbor, MI, TEKWISSEN provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering and systems integration. Our tightly integrated offerings are tailored to each client's requirements and span the services spectrum from...
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Executive CRE Relationships Director
1 week ago
Atlanta, United States MidFirst Business Credit, Inc. Full timeA reputable financial institution is seeking a Managing Director for CRE Relationships in Atlanta. The role involves developing and maintaining profitable relationships with commercial real estate clients, actively pursuing business opportunities, and managing a loan portfolio. Candidates should have 5+ years of experience in commercial real estate lending...
