Portfolio Manager

2 days ago

Jackson, United States Cadence Bank Full time

This position is for a Portfolio Manager I with a company located in Jackson. What The Role Is The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension of the relationship team and shares the responsibility for developing team solutions for credit, deposit and non-credit products/services. How You Will Make An Impact Works with the Commercial Lender to attract and expand commercial banking relationships and may participate in joint business development calls or make independent customer contact as needed. Works with the Commercial Lender on loan origination and renewal functions which will include gathering financial information and working with the Credit Department and Analyst to prepare financial analysis, loan application and officer credit memo. Will also work with the relationship team on doing annual relationship reviews and financial analysis. Provides support to the Commercial lender on loan structure, loan covenants and loan pricing, while maintaining compliance with the commercial loan policy and regulatory requirements. Participates in loan presentations for approval. Assists with drafting client presentations, proposals, term sheets and commitment letters. Ensures loan documentation is complete and accurate, that it complies with bank policy and regulations and that it complies with the loan approval document. . Working with the relationship team and as appropriate, coordinates closings with outside legal counsel, title company and other vendors. Coordinates the onboarding and maintenance of loan information on the Loan Origination System. Monitors loan status (future maturities, past dues, exceptions and ticklers), borrowing base compliance and loan agreement compliance. As appropriate, may handle troubled loans or refer to special assets departments. Identifies opportunities for other credit, deposit and non-credit solutions. Who You Are Has the ability to read, analyze and interpret tax returns, financial statements, general business periodicals, professional journals and technical procedures. Ability to handle complex issues and problems under minimal supervision, and refers only the most complex issues to higher-level staff. Must possess analytical thinking skills and be detail oriented. Must be a self-starter, have the ability to meet deadlines and to multi-task under pressure. Excellent communication and customer relationship skills, both written and orally. Must have a desire to thrive in a fast-paced and team-focused environment. Education Bachelor's degree in Business, Finance, Accounting or a related field. Experience A minimum of 2 years experience in a financial institution. Credit analysis and commercial banking, preferred. Education experience, through in-house training sessions, formal school or financial industry related curriculum, preferred. Possesses knowledge of commercial loan processing and documentation and have a basic knowledge of banking regulations and policies. Has advanced knowledge of computer operations, mainframe systems and Google and Microsoft Office software. Characteristics Regular and reliable attendance. Works cooperatively with others. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. Qualifications Education Bachelors (preferred) High School (required) Equal Opportunity Employer/Protected Veterans/Indivi uals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

  • Portfolio Manager MS

    1 month ago

    jackson, United States GPAC Full time

    Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

  • GPAC | Portfolio Manager MS | jackson, ms

    1 month ago

    jackson, United States GPAC Full time

    Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

  • Portfolio Management Associate

    24 hours ago

    Jackson, United States Hope Credit Union Full time

    Title: Portfolio Management Associate Department: Commercial Lending Reports To: Commercial Portfolio Manager Supervises: N/A Job Classification: , Full-time, Exempt Location: Hybrid- Jackson, MS About HOPE: HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in...

  • Portfolio Management Associate

    2 days ago

    Jackson, United States Hope Credit Union Full time

    Title: Portfolio Management Associate Department: Commercial Lending Reports To: Commercial Portfolio Manager Supervises: N/A Job Classification: , Full-time, Exempt Location: Hybrid- Jackson, MS About HOPE: HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in...

  • Portfolio Management Associate

    2 weeks ago

    Jackson, United States Hope Credit Union Full time

    Title: Portfolio Management Associate Department: Commercial Lending Reports To: Commercial Portfolio Manager Supervises: N/A Job Classification: , Full-time, Exempt Location: Hybrid- Jackson, MS About HOPE: HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in...

  • Portfolio Management Associate

    2 weeks ago

    Jackson, United States Hope Credit Union Full time

    Title: Portfolio Management Associate Department: Commercial Lending Reports To: Commercial Portfolio Manager Supervises: N/A Job Classification: , Full-time, Exempt Location: Hybrid- Jackson, MS About HOPE: HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in...

  • Portfolio Management Associate

    3 days ago

    Jackson, United States Hope Credit Union Full time

    Title: Portfolio Management Associate Department: Commercial Lending Reports To: Commercial Portfolio Manager Supervises: N/A Job Classification: , Full-time, Exempt Location: Hybrid- Jackson, MS About HOPE: HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in...

  • Professional Client Advocate

    4 weeks ago

    Jackson, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Professional Client Advocate - Portfolio Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients. This is a unique opportunity to work in a fast-paced environment where no two days are the...

  • Portfolio Manager I

    1 day ago

    Jackson, United States Cadence Bank Full time

    Description What The Role Is The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They...

  • Strategic Banking Portfolio Leader

    4 weeks ago

    Jackson, Mississippi, United States GPAC Full time

    Job SummaryWe are seeking an experienced Banking Portfolio Manager to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability.This role will involve providing expert advice on financial strategies and investment opportunities to clients, conducting regular portfolio reviews and analysis to assess performance, and...

  • Strategic Banking Portfolio Director

    3 weeks ago

    Jackson, Mississippi, United States GPAC Full time

    Our company overview at GPAC emphasizes our dedication to placing quality professionals within various industries across the United States since 1990. As an award-winning search firm, we realize our value in delivering timely solutions.We are seeking a highly skilled Banking Portfolio Manager with experience in CRE and C & I to join our growing team. This...

  • Senior Loan Review Specialist

    1 week ago

    Jackson, Mississippi, United States Hope Credit Union Full time

    Senior Loan Review Specialist RoleAbout HOPE Credit Union:We strive to make a positive impact on the financial lives of individuals in under-resourced communities.Job OverviewThis role involves working closely with the Commercial Portfolio Manager and VP of Commercial Portfolio Management to oversee the commercial loan portfolio. Key responsibilities include...

  • Property Manager

    8 hours ago

    Jackson, United States Premier Management Associates Full time

    Job DescriptionJob DescriptionPremier Management Associates is currently recruiting for an On-Site Property Manager for community located in Jackson, NJ.We are very aware of the fact that our service deals directly with people’s homes, investments and lifestyles. This year the company is celebrating 50 years in business and have always focused on building...

  • Construction Manager

    7 hours ago

    Jackson, United States Acro Service Corporation Full time

    Job DescriptionJob DescriptionWe are seeking an experienced and detail-oriented Utility Solar Project Construction Manager to oversee the construction of small to large-scale solar energy projects. The ideal candidate will be responsible for managing all phases of solar project construction, ensuring safety, quality, timeline adherence, and budget...

  • Compressor Product Portfolio Manager

    4 weeks ago

    Jackson, Tennessee, United States MAT Holdings, Inc Full time

    Job Opportunity:">MAT Holdings, Inc. is a leading global manufacturer with a 40-year history.We're proud to provide employment opportunities for more than 14,000 employees across 12 countries.Headquartered in Long Grove, Illinois, we have over 40 factories on three continents, including 2.1 million square feet of U.S. distribution and manufacturing space.You...

  • Outside Sales Manager

    6 hours ago

    Jackson, United States Novatech Full time

    Job DescriptionJob DescriptionJob DetailsDescriptionNovatech is The Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has created additional opportunities for talented tech-minded...

  • Loan Portfolio Specialist

    1 week ago

    Jackson, Mississippi, United States Neighborhood Title Loans I, LLC Full time

    Career Opportunities at Neighborhood Title Loans I, LLC">We are seeking a highly skilled and experienced Branch Manager to join our team. As a key member of our leadership team, you will be responsible for driving business growth, improving customer satisfaction, and fostering a positive work environment.About the Role">This is an exciting opportunity to...

  • VP - CRE Relationship Manager II

    3 days ago

    Jackson, United States Provident Bank Full time

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our...

  • Commercial Credit Analyst for HOPE Credit Union

    1 week ago

    Jackson, Mississippi, United States Hope Credit Union Full time

    Commercial Credit Analyst PositionAbout HOPE Credit Union:We provide financial services to underserved communities, leveraging resources to strengthen their financial health and wealth.Job DescriptionThis role involves supporting the Commercial Portfolio Manager and VP of Commercial Portfolio Management in overseeing the commercial loan portfolio. Key...

  • Restaurant Operations Manager

    1 week ago

    Jackson, Tennessee, United States Pyro's Fire Fresh Pizza Full time

    Job DescriptionAs a Shift Manager at PYRO's Fire Fresh Pizza in Jackson, TN, you will be responsible for leading our team with either part-time or full-time availability. We offer extremely flexible schedules perfect for students.Main DutiesLead the team in daily operations ensuring food quality and service meet PYRO'S standards.Master restaurant systems...