Current jobs related to Portfolio Manager - Savannah - BankSouth

  • Insurance Portfolio Manager

    1 month ago

    Savannah, Georgia, United States Alchemy Financial Group Full time

    About the Sales Manager position We are seeking a highly skilled Sales Manager to drive our sales team's performance and contribute to our company's growth. As a Sales Manager at Alchemy Financial Group, you will be responsible for developing and implementing sales strategies to meet our customer acquisition and revenue targets. Key Responsibilities: *...

  • Insurance Portfolio Manager

    2 weeks ago

    Savannah, Georgia, United States Alchemy Financial Group Full time

    About the Sales Manager position We are seeking a results-driven Sales Manager to drive our sales strategy and lead our sales team to success. You will be responsible for developing and implementing sales plans, managing sales performance, and building strong relationships with customers. Key Sales Manager responsibilities include: * Leading and...

  • Manager, Service Center

    4 weeks ago

    Savannah, United States TForce Freight Full time

    Job Description Job Title: Manager, Service Center Job Summary: A Service Center Manager will oversee the day-to-day operations of Freight Service Centers. This individual analyzes operational data to understand productivity, service, and quality targets. This position collaborates with the service center management team to develop action plans and...

  • Project Manager

    2 months ago

    Savannah, United States Spencer Ogden Full time

    Location: Savannah, GALength of Contract: Long term, nested The successful person would be part of the site capital team. Contractors receive direction, project assignments and coaching from the capital site leader (also on this e-mail). There is a portfolio of projects, typically they are HSES or maintenance projects for the site. They generally are between...

  • Project Manager

    2 months ago

    Savannah, United States Spencer Ogden Full time

    Location: Savannah, GALength of Contract: Long term, nested The successful person would be part of the site capital team. Contractors receive direction, project assignments and coaching from the capital site leader (also on this e-mail). There is a portfolio of projects, typically they are HSES or maintenance projects for the site. They generally are between...

  • Project Manager

    3 weeks ago

    Savannah, United States Spencer Ogden Full time

    Location: Savannah, GALength of Contract: Long term, nested The successful person would be part of the site capital team. Contractors receive direction, project assignments and coaching from the capital site leader (also on this e-mail). There is a portfolio of projects, typically they are HSES or maintenance projects for the site. They generally are between...

  • Project Manager

    4 weeks ago

    Savannah, United States Spencer Ogden Full time

    Location: Savannah, GALength of Contract: Long term, nested The successful person would be part of the site capital team. Contractors receive direction, project assignments and coaching from the capital site leader (also on this e-mail). There is a portfolio of projects, typically they are HSES or maintenance projects for the site. They generally are between...

  • Environmental Compliance Manager

    1 week ago

    Savannah, Georgia, United States Colonial Group Full time

    Job SummaryColonial Group, Inc. is a family-owned parent company with a diverse portfolio of products and services. We are seeking an Environmental Compliance Manager to promote our safety culture and lead a team of environmental specialists in designing strategic environmental compliance policies and procedures.Key ResponsibilitiesMonitor overall...

  • Service Center Operations Manager

    3 days ago

    Savannah, Georgia, United States TForce Freight Full time

    Job Title: Manager, Service CenterA Service Center Manager will oversee the day-to-day operations of Freight Service Centers. This individual analyzes operational data to understand productivity, service, and quality targets. This position collaborates with the service center management team to develop action plans and improve service level results. This...

  • Operations Manager

    2 weeks ago

    Savannah, Georgia, United States CAMP Full time

    About CAMPCAMP Systems is a leading provider of aircraft compliance and health management services to the global business aviation industry. With a strong presence in 13 locations worldwide, CAMP has grown from a single location company in 2001 to over 1,300 employees. Our services are delivered through a SaaS plus model, supporting over 20,000 aircraft on...

  • Service Center Operations Manager

    2 weeks ago

    Savannah, Georgia, United States TForce Freight Full time

    Job Title: Service Center Operations ManagerAs a Service Center Operations Manager at TForce Freight, you will oversee the day-to-day operations of our Freight Service Centers. Your primary responsibility will be to analyze operational data to understand productivity, service, and quality targets. You will collaborate with the service center management team...

  • Assistant Property Manager

    1 month ago

    Savannah, United States Lincoln Property Company Full time

    Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company...

  • Audit Manager

    4 days ago

    Savannah, Georgia, United States Jobot Full time

    Audit Manager Job DescriptionWe are seeking a highly skilled Audit Manager to join our team at Jobot. As an Audit Manager, you will be responsible for managing a portfolio of engagements involving the examination and analysis of accounting systems to determine clients' financial status.Key Responsibilities:Develop and mentor staff.Oversee the preparation of...

  • Operations Manager

    2 weeks ago

    Savannah, Georgia, United States CAMP Full time

    About CAMPCAMP Systems is a leading provider of aircraft compliance and health management services to the global business aviation industry. With a strong presence in the market, CAMP is the pre-eminent brand in its industry, serving as the exclusive recommended service provider for nearly all business aircraft manufacturers worldwide. Our services are...

  • Senior Operations Manager

    3 days ago

    Savannah, Georgia, United States GAT Airline Ground Support Full time

    Job SummaryGAT Airline Ground Support is seeking an experienced General Manager to lead our airline operations team. As a key member of our management team, you will be responsible for maintaining financial budgetary goals, safety policies, and working conditions that affect employees on the job.Key ResponsibilitiesConduct monthly safety meetings for all...

  • Operations Manager

    4 weeks ago

    Savannah, United States CAMP Systems International, Inc. Full time

    CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we...

  • Operations Manager

    3 weeks ago

    Savannah, United States CAMP Systems International, Inc. Full time

    CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we...

  • Operations Manager

    1 week ago

    savannah, United States CAMP Systems International, Inc. Full time

    CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we...

  • Operations Manager

    4 weeks ago

    savannah, United States CAMP Systems International, Inc. Full time

    CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we...

  • Operations Manager

    4 weeks ago

    Savannah, United States CAMP Systems International, Inc. Full time

    CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we...

Portfolio Manager

4 months ago

Savannah, United States BankSouth Full time
Job Details

Job Location
BankSouth Savannah - Johnson Square - Savannah, GA

Position Type
Full Time

Education Level
Bachelors Degree

Travel Percentage
Up to 25%

Job Shift
Day

Job Category
Banking

Description

Overview:

The Portfolio Manager is to oversee and coordinate all operational and administrative aspects of the lending function within a defined market area. The position will assist Market Presidents and Relationship Managers 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.

Responsibilities:
  • Assist RMs and MP with new loan request, include building loan wall in LOS, gathering and loading financials into LOS, spreading financials and/or completing a GCF worksheet and preparing credit memo
  • Manage Maturing Loans includes processing ARs, Streamline and Traditional Renewals
  • Processing includes gathering financials, processing application, building loan in LOS, completing underwriting, complete brief credit memo, recommend for approval, and working with LA and Processor to get documents ready for closing
  • Manage Loan Portfolio so there are zero past due matured loans or payments over 30 days
  • Review and work with RMs and MP on Past Due reports; Includes researching loan for accuracy of past due status and processing any loan maintenance and auto debit documents as needed
  • Working with RMs and MP to collect past due payments
  • Client Service of Loan Portfolio including processing loan payment research, loan maintenance and working with clients to resolve questions regarding loan history
  • Attend Pipeline Meetings and report on any renewals in process
  • Set clients up on auto debit as part of pre or post-closing
  • Pull Credit Reports
  • Special Projects related to the loan portfolio
  • Actively manage and maintain construction portfolio to include/but not limited to:
    • Create Builder Construction Loans in LOS (Baker Hill)
    • Gather documentation needed to submit loan for approval
    • Order 3rd party services as needed
    • Work with Processor to get documents ready for completion
  • Process and complete builder construction draw request to include ordering inspections, maintaining construction budget and funding draw and seek approvals as needed
Key Results Areas:
  • Address maturing loans 30 days prior to maturity and track renewal for booking to be sure matured status is not reached nor carried over 30 days at month end
  • Zero past dues on matured loan payments
  • Timely and satisfactory resolution of questions regarding loan history
  • Accurate research and production of credit memo for new loan requests


Qualifications

Experience & Education:

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

Required Knowledge, Skills, Abilities:

Familiarity with loan structuring underwriting programs. Knowledge of consumer, commercial and real estate loans, regulations, procedures, and documentation preparation. Experience with Microsoft 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.

Other Requirements:

Satisfactorily complete all required compliance training and compliance with all laws and regulations that apply based on the scope of this position.

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.

Physical Requirements:

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in an emergency. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Working Conditions:

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

Mental and/or Emotional Requirements:

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.

Scope:

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

BankSouth is an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.