Portfolio Servicing Specialist

About the RoleWe are seeking a skilled Portfolio Management Specialist to join our team. As a key member of our credit management group, you will be responsible for assessing risk and managing our loan portfolio.Key Responsibilities:Evaluate financial data to determine risk rating and identify credit trends.Partner with Relationship Managers to grow and...

Job OverviewThe Portfolio Manager, Commercial SBC is a key role in our organization responsible for overseeing the performance of assigned portfolios and ensuring quality collection and property surveillance activities for commercial real estate loans. This position requires strong analytical and problem-solving skills to identify and address delinquencies,...

Job DescriptionWe are seeking a highly skilled Energy Storage Portfolio Optimization Specialist to join our asset management division. As a key member of our team, you will be responsible for optimizing the performance of our utility-scale battery storage assets across the nation.The ideal candidate will have a strong background in data analytics supporting...

We are looking for a skilled Real Estate Portfolio Specialist to join our team at BGSF.Key ResponsibilitiesAs a Real Estate Portfolio Specialist, you will be responsible for providing daily support to property owners by answering their questions and addressing their concerns related to property management.Main ResponsibilitiesProvide day-to-day support to...

Company OverviewEdward Jones is a financial services firm where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Job DescriptionThe Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development...

Private Client Portfolio DirectorWe are seeking a highly skilled and experienced Private Client Portfolio Director to join our team at Jobleads-US. In this role, you will be responsible for leading a portfolio of high-net-worth clients and driving business growth through strategic partnerships and initiatives. You will work closely with internal stakeholders...

**Job Title:** Investment Portfolio Advisor**Company Overview:** Creative Financial Network is a leading provider of innovative financial solutions. Our team is dedicated to helping individuals achieve their financial goals through smart investment strategies and personalized financial advice.**Job Description:** As an Investment Portfolio Advisor, you will...

Job OverviewThe Portfolio Manager role at First Horizon Bank involves assessing risk and managing the loan portfolio to ensure financial stability. As a key member of our team, you will analyze data, identify trends, and develop strategies to mitigate risk. With strong analytical skills and attention to detail, you will work closely with Relationship...

At Edward Jones, we believe that every client deserves a tailored approach to wealth management. As a Portfolio Management Strategist, you will play a key role in developing and implementing customized investment portfolios that meet the unique needs of each client.Your expertise in financial markets and investment products will be essential in creating...

Overview of the PositionWe are looking for a detail-oriented and customer-focused Portfolio Manager, Commercial SBC to join our team. In this role, you will be responsible for managing assigned portfolios, identifying and addressing delinquencies, and providing exceptional customer service to borrowers and investors.Key AccountabilitiesManage assigned...

Job SummaryThis is a key role in our coverage team, focusing on managing transactions and business portfolio tasks. The successful candidate will be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing, and other key aspects.

Portfolio Management PositionSNI Companies is seeking a Portfolio Management Specialist to join our team. As a key member of our finance department, you will be responsible for overseeing day-to-day accounting operations, investment tracking, and financial compliance.Your expertise in investment accounting, loan servicing, and portfolio reconciliation will...

Loan Portfolio Manager OpportunityWe are seeking a highly experienced Loan Portfolio Manager to join our team. As a key member of our banking operations, you will be responsible for managing assigned commercial loan portfolios and working closely with Portfolio Managers to ensure effective monitoring and management of these portfolios.Key...

We're seeking a skilled Senior Portfolio Strategist to join our team at Edward Jones, a company that puts people first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.In this role, you'll have the opportunity to lead...

Job Description The Portfolio Manager, Commercial SBC will provide oversight for the performance of assigned portfolio and quality collection and property surveillance activities for commercial real estate loans. This is an individual contributor role that reports to a Supervisor/Assistant Manager and will work hand-in-hand with a team of Portfolio Analysts...

Job Description The Portfolio Manager, Commercial SBC will provide oversight for the performance of assigned portfolio and quality collection and property surveillance activities for commercial real estate loans. This is an individual contributor role that reports to a Supervisor/Assistant Manager and will work hand-in-hand with a team of Portfolio Analysts...

Senior Portfolio Strategist- High Net Worth at Edward Jones summary:As a Senior Portfolio Strategist specializing in high net worth clients at Edward Jones, you will lead the development of tailored investment strategies that align with client financial goals. Your role will involve collaborating with financial advisors to deliver comprehensive wealth...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

About the RoleAs a Commercial Asset Manager, you will be responsible for overseeing and resolving an assigned portfolio of non-performing/defaulted commercial real estate loans.This includes addressing escalated issues, maintaining frequent contact with borrowers, and utilizing scripted materials to provide accurate solutions to customers.You will also be...

Responsibilities: As a Risk Assessment and Credit Specialist, you will be responsible for evaluating pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk. You will also identify credit risk trends at the customer and portfolio level, and notify your manager of any changes.You will work closely...