Current jobs related to Portfolio Manager ll or III - Atlanta - Truist Financial

  • Portfolio Manager

    1 day ago

    Atlanta, United States Enaar Group Full time

    Job Posting: Portfolio Manager Location: Atlanta, GA Salary: $86,000 per year Level: Mid-Level We're seeking exceptional Portfolio Managers to craft personalized investment journeys that lead to our clients' financial destinations. Key Responsibilities Investment Strategy Development: Design and execute investment strategies that align with client goals....

  • Portfolio Manager

    3 weeks ago

    Atlanta, United States Lipman Brothers R.S. Lipman Company Full time

    OBJECTIVE: The Portfolio Manager for Georgia and East Tennessee is someone who has a passion for the wine & spirits industry and a proven aptitude for sales. Those with an entrepreneurial mindset will excel in this role. This role will be the face of the R.S. Lipman spirits portfolio with Georgia and East Tennessee. The Portfolio Manager will lead the...

  • Portfolio Manager

    3 weeks ago

    Atlanta, United States Lipman Brothers R.S. Lipman Company Full time

    OBJECTIVE: The Portfolio Manager for Georgia and East Tennessee is someone who has a passion for the wine & spirits industry and a proven aptitude for sales. Those with an entrepreneurial mindset will excel in this role. This role will be the face of the R.S. Lipman spirits portfolio with Georgia and East Tennessee. The Portfolio Manager will lead the...

  • Portfolio Manager

    3 weeks ago

    Atlanta, United States Lipman Brothers R.S. Lipman Company Full time

    OBJECTIVE: The Portfolio Manager for Georgia and East Tennessee is someone who has a passion for the wine & spirits industry and a proven aptitude for sales. Those with an entrepreneurial mindset will excel in this role. This role will be the face of the R.S. Lipman spirits portfolio with Georgia and East Tennessee. The Portfolio Manager will lead the...

  • Portfolio Risk Manager

    2 weeks ago

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

    {"Job Title:Portfolio Risk Manager Job Summary: The Portfolio Risk Manager will direct the compliance, monitoring, asset management, loss mitigation, and reporting activities of the Federal Home Loan Bank of Atlanta's Community Investment Services portfolio. Key Responsibilities: Develop and execute sound Community Investment Services portfolio...

  • Portfolio Risk Manager

    1 day ago

    Atlanta, 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...

  • Executive Portfolio Manager

    1 week ago

    Atlanta, Georgia, United States Cory Executive Recruiting Full time

    Executive Portfolio Manager Opportunity:At Cory Executive Recruiting, we are seeking an experienced Executive Portfolio Manager to lead our client's commercial property portfolio. The ideal candidate will have a strong background in managing commercial, multifamily, or mixed-use portfolios and be passionate about real estate innovation.About Our Client:Our...

  • Executive Portfolio Manager

    1 week ago

    Atlanta, Georgia, United States Cory Executive Recruiting Full time

    Executive Portfolio ManagerCORY is seeking a highly skilled Executive Portfolio Manager to lead the day-to-day operations of a 2-building portfolio with up to 200 commercial tenants.Key Responsibilities:Develop and manage operating income/expense budgetsEnsure compliance with all regulations and local lawsManage a national tenant-based space network to...

  • Executive Portfolio Manager

    1 week ago

    Atlanta, Georgia, United States Cory Executive Recruiting Full time

    Executive Portfolio Manager OpportunityCORY Executive Recruiting is seeking an experienced Executive Portfolio Manager to lead the day-to-day operations of a 2-building portfolio with up to 200 commercial tenants. The ideal candidate will have a strong background in managing commercial, multifamily, or mixed-use portfolios and be passionate about real estate...

  • International Portfolio Manager

    4 weeks ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioThis is a key leadership role responsible for driving the bank's international portfolio and relationship management strategy. The successful candidate will lead the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key...

  • IT Portfolio Management Specialist

    4 weeks ago

    Atlanta, Georgia, United States Metas Solutions LLC Full time

    About UsMetas Solutions LLC is a professional services firm headquartered in Atlanta, GA. We are an 8(a)-certified, Woman Owned Small Business (WOSB/EDWOSB) with offices at StudioPlex in Atlanta's Old Fourth Ward neighborhood. Our company offers technical assistance and consultation to the federal government in the areas of public health capacity building...

  • IT Portfolio Management Specialist

    2 weeks ago

    Atlanta, Georgia, United States Metas Solutions LLC Full time

    About Us:Metas Solutions LLC is a professional services firm headquartered in Atlanta, GA. We are an 8(a)-certified, Woman Owned Small Business (WOSB/EDWOSB) with offices in Atlanta's Old Fourth Ward neighborhood. Our team offers technical assistance and consultation to the federal government in public health capacity building and information technology...

  • Portfolio Management Director

    2 weeks ago

    Atlanta, Georgia, United States Jamestown Management Corporation Full time

    Job SummaryWe are seeking a seasoned professional to lead our portfolio management efforts, leveraging expertise in structured finance, securitization, and modeling to drive business growth and optimize investment returns.Key ResponsibilitiesDevelop and maintain complex cash flow analytics models for fixed and floating-rate debt scenarios to project...

  • Senior Portfolio Manager

    1 week ago

    Atlanta, Georgia, United States CBRE Full time

    About the RoleAs a CBRE Portfolio Management Sr. Analyst, you will assist Portfolio Managers with managing medium to large accounts and fund portfolios. This role is part of the Portfolio Management job function, responsible for managing portfolios comprised of different classes of assets.Key ResponsibilitiesAssist in executing due diligence of complex...

  • Business Development Manager III

    2 weeks ago

    Atlanta, Georgia, United States Cadence Bank Full time

    Cadence Bank: A Leader in Business BankingCadence Bank is a regional bank that combines high tech with high touch to provide innovative banking solutions to its customers. We take the time to understand our customers' needs and pain points, which enables us to build long-lasting relationships that drive business growth.Job Summary:We are seeking a seasoned...

  • International Portfolio Manager

    2 weeks ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioAt First Citizens Bank, we are seeking a highly skilled and experienced Director Portfolio to join our team. This role is responsible for leading the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key Responsibilities:Business...

  • Executive Portfolio Manager

    2 weeks ago

    Atlanta, Georgia, United States Cory Executive Recruiting Full time

    Job DescriptionExciting Opportunity: Executive Portfolio Manager - Class A, CommercialCORY is hiring an Executive Portfolio Manager who is passionate and driven about real estate and ready to innovate and make a real impact every day. We are very interested in qualified candidates with a strong background in effectively managing commercial, multifamily, or...

  • Portfolio Management Director

    2 weeks ago

    Atlanta, Georgia, United States Jamestown Management Corporation Full time

    Job SummaryAs a seasoned professional in structured finance, securitization, and modeling, you will play a key role in driving the success of our real estate investment banking team. With a proven track record in commercial mortgage modeling and a strong background in portfolio cash flow analysis, you will be responsible for providing analytic guidance to...

  • International Portfolio Manager

    2 weeks ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job Summary:This role is responsible for leading the international portfolio and relationship management, as well as new business development for First Citizens Bank. The ideal candidate will have a strong background in financial services, commercial finance, and international financial services. Proficiency in Mandarin Chinese is a plus.Key...

  • Portfolio Risk Management Specialist

    2 weeks ago

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

    Job Summary:As a Portfolio Risk Management Specialist at Federal Home Loan Bank of Atlanta, you will be responsible for directing the compliance, monitoring, asset management, loss mitigation, and reporting activities of the Bank's Community Investment Services portfolio. This includes managing the development, maintenance, and execution of sound Community...

Portfolio Manager ll or III

3 months ago

Atlanta, United States Truist Financial 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 Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit structures with respect to quality and profitability within assigned geographies. Fundamental duties include ensuring that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of financial structures, credit scenarios. Ensure commercial lending activities are executed according to Truist's policies and procedures. Builds effective relationships with Risk Management and client managers.

LOCATION:

**We are currently in the office 3 days, working 2 days remote. Starting October 1st, you must be able to come in the office 4 days a week (working 1 day remote)**

Please note: To be considered for these roles, candidates must be willing to be in one of the following locations:
  • Richmond, VA
  • Atlanta, GA
  • Orlando, FL
  • Greensboro, NC


No Full Remote/Telecommute. No Relocation Assistance

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages in a moderate sized or large homogeneous portfolio. Ensure packages are complete, accurate and thoroughly documented

2. Analyze and/or recommend adjustments to financial statement spreads

3. Interact with client, verbally and in writing, on pending loan requests or portfolio management actions

4. Understand and articulate all Truist Wholesale Credit policies, procedures and processes. Recommend credit within the Bank's risk appetite, and document when and why exceptions are appropriate. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, SBA lending, and other product offerings

5. Exercise prudent credit judgment through individual loan authority, if applicable

6. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, risk management and banking in general

Level II:

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree, or equivalent education and related training

2. 3 years of experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

2. Demonstrated proficiency in commercial lending systems

Level III:

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree, or equivalent education and related training

2. 5+ years of experience in commercial lending and/or credit experience

3. Comprehensive commercial lending, underwriting, and regulatory knowledge

4. Demonstrated effective problem solving skills

5. Understanding of financial and cost accounting principles

6. Strong interpersonal, written, and communication

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. Master's degree in Finance, Accounting, Economics, Business or equivalent financial industry training

2. RMA - Credit Risk Certification

3. Demonstrated proficiency in commercial lending systems

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify