Portfolio Manager

2 weeks ago


Alpharetta GA USA, United States SearchAmerica Inc Full time
Job Summary

This position is responsible for the daily administration of the loan portfolio, ensuring compliance with SBA, USDA, and Bank policies and procedures. The ideal candidate will have 10+ years of experience in USDA servicing and liquidation, as well as special assets management. The role requires providing mentoring and leadership for team members, managing the collections process, and performing annual reviews on all loans in the portfolio.

Key Responsibilities

Maintenance and servicing of the portfolio
Ensuring compliance with SBA, USDA, and Bank policies and procedures
10+ years' experience of USDA Servicing and liquidation
10+ years of special assets management
Provide mentoring and leadership for team members
Managing the collections process
Manage the renewal process of maturing loans in the portfolio
Perform annual reviews on all loans in the portfolio
Collect all financial documents and other documentation to ensure compliance with loan covenant and risk ratings.
Compile and distribute weekly, monthly, quarterly, and annual loan management reports as prescribed

Requirements

Proficient knowledge of the SBA SOP 50-57, SBA 50 10 & USDA Regulations
Manage the SBA & USDA Guaranty Liquidation process
Manage the loan work-out process, including collateral liquidation
Assists manager with the training and mentoring of team members
Ability to assess each borrower's credit and ability to repay their loans through the annual review process and recommend a risk rating based on credit
Assists borrowers on servicing actions on their loans using applicable bank, SBA, and USDA policies and procedures
  • Portfolio Manager

    2 weeks ago


    Alpharetta, GA, USA, United States SearchAmerica Inc Full time

    Job Title: Portfolio Manager - Special AssetsThis position is responsible for the daily administration of the loan portfolio, ensuring compliance with SBA, USDA, and Bank policies and procedures. The ideal candidate will have 10+ years of experience in USDA servicing and liquidation, as well as special assets management.Key Responsibilities:Maintenance and...


  • Alpharetta, GA, USA, United States SearchAmerica Inc Full time

    Job SummaryThis position is responsible for the daily administration of the loan portfolio, ensuring compliance with SBA, USDA, and Bank policies and procedures. The ideal candidate will have 10+ years of experience in USDA servicing and liquidation, as well as special assets management.Key ResponsibilitiesMaintenance and servicing of the portfolioEnsuring...


  • Alpharetta, GA, United States Northpoint Commercial Finance Full time

    Job Summary:Northpoint Commercial Finance is seeking a seasoned Portfolio Manager to lead our risk management and dealer/supplier service activities within an assigned industry or product line.Key Responsibilities:Recruit, develop, and retain a high-performing team of portfolio management professionals.Develop and measure portfolio performance and...

  • Portfolio Manager

    4 weeks ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    Northpoint Commercial Finance is currently looking to hire a Portfolio Manager on a full-time, permanent basis. This opportunity will be based in Alpharetta, GA and offers a flexible hybrid work schedule (3 days per week onsite / 2 days per week remote). Title: Portfolio ManagerLocation: Alpharetta, GA (Hybrid) Summary:The Portfolio Manager is responsible...

  • Portfolio Manager

    1 month ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    Northpoint Commercial Finance is currently looking to hire a Portfolio Manager on a full-time, permanent basis. This opportunity will be based in Alpharetta, GA and offers a flexible hybrid work schedule (3 days per week onsite / 2 days per week remote).Title: Portfolio ManagerLocation: Alpharetta, GA (Hybrid)Summary:The Portfolio Manager is responsible for...

  • Portfolio Manager

    2 weeks ago


    alpharetta, United States Northpoint Commercial Finance Full time

    Northpoint Commercial Finance is currently looking to hire a Portfolio Manager on a full-time, permanent basis. This opportunity will be based in Alpharetta, GA and offers a flexible hybrid work schedule (3 days per week onsite / 2 days per week remote).Title: Portfolio ManagerLocation: Alpharetta, GA (Hybrid)Summary:The Portfolio Manager is responsible for...

  • Portfolio Manager

    2 months ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    Northpoint Commercial Finance is currently looking to hire a Portfolio Manager on a full-time, permanent basis. This opportunity will be based in Alpharetta, GA and offers a flexible hybrid work schedule (3 days per week onsite / 2 days per week remote).Title: Portfolio ManagerLocation: Alpharetta, GA (Hybrid)Summary:The Portfolio Manager is responsible for...

  • Portfolio Manager

    1 month ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    REPORTS TO: VP, Operations SUBORDINATE POSITIONS: Portfolio Account Executives and Account ManagersABOUT US:Northpoint Commercial Finance, (a division of Laurentian Bank of Canada) is a leading commercial lender providing inventory financing to facilitate the sale of products from manufacturer/suppliers to retail dealers throughout North America. We’re...

  • Portfolio Manager

    3 months ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    REPORTS TO: VP, Operations SUBORDINATE POSITIONS: Portfolio Account Executives and Account ManagersABOUT US:Northpoint Commercial Finance, (a division of Laurentian Bank of Canada) is a leading commercial lender providing inventory financing to facilitate the sale of products from manufacturer/suppliers to retail dealers throughout North America. We’re...

  • Portfolio Manager

    3 weeks ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    REPORTS TO: VP, Operations SUBORDINATE POSITIONS: Portfolio Account Executives and Account ManagersABOUT US:Northpoint Commercial Finance, (a division of Laurentian Bank of Canada) is a leading commercial lender providing inventory financing to facilitate the sale of products from manufacturer/suppliers to retail dealers throughout North America. We’re...


  • Alpharetta, United States ShiftCode Analytics Full time

    Job Summary: We are seeking a highly experienced Senior Portfolio Manager to lead our program and project management efforts in the financial services industry. The ideal candidate will have a strong background in coordinating cross-functional teams and a proven track record of delivering strategic business outcomes.Key Responsibilities:Develop and implement...


  • Alpharetta, United States Northpoint Commercial Finance Full time

    Portfolio Manager Job DescriptionNorthpoint Commercial Finance is seeking a seasoned Portfolio Manager to lead our commercial lending operations team. This is a full-time, permanent position based in Alpharetta, GA, with a flexible hybrid work schedule.Key Responsibilities:Recruit, develop, and retain a high-performing team of portfolio management...

  • Portfolio Director

    2 weeks ago


    Alpharetta, United States Northpoint Commercial Finance Full time

    Job Title: Portfolio ManagerNorthpoint Commercial Finance is seeking a seasoned Portfolio Manager to join our team in Alpharetta, GA. This is a full-time, permanent opportunity that offers a flexible hybrid work schedule.About the Role:The Portfolio Manager will be responsible for leading a team of portfolio management professionals, developing and measuring...

  • IT Portfolio Manager

    2 weeks ago


    Crapo, MD , USA, United States DSD Laboratories Full time

    Job Title: IT Portfolio ManagerWe are seeking a highly skilled IT Portfolio Manager to lead and manage portfolio management and system integration efforts for the Air Force's largest Information Technology (IT) Portfolio.About the Role:This position will directly support the Headquarters AF/A4PA (Portfolio Advocacy Management Division, Deputy Chief of Staff...

  • Portfolio Manager

    4 weeks ago


    , GA, United States Truist Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Manager to join our team at Truist. As a Portfolio Manager, you will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects.Key ResponsibilitiesLead the diligence and underwriting documentation of complex credit...

  • Portfolio Manager

    2 weeks ago


    Washington, DC , USA, United States RER Solutions Full time

    Job Title: Portfolio ManagerRER Solutions, Inc. is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for providing leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management.Responsibilities:Develop and implement comprehensive monitoring reports on...


  • Alpharetta, United States Vaco Full time

    Job Description:The Lease Administration Analyst is responsible for managing a portfolio of clients to analyze key components of lease contracts for expediting accurate and timely invoicing to our client base. This role requires a strong understanding of lease terminology, calculations, and financial terms. The successful candidate will have excellent...

  • Portfolio Manager

    2 weeks ago


    St. Louis, MO, USA, United States Enterprise Bank & Trust Full time

    Enterprise Bank & TrustWe are seeking a highly skilled Portfolio Manager to join our team at Enterprise Bank & Trust. As a Portfolio Manager, you will be responsible for managing investment portfolios for key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees.Key...

  • Portfolio Manager

    2 weeks ago


    Tampa, FL , USA, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented Portfolio Counselor to join our Private Client Group (PCG).The...


  • Miami, FL , USA, United States Algo Capital Group Full time

    Portfolio Manager OpportunityAlgo Capital Group is seeking an experienced Portfolio Manager to lead our systematic trading efforts. The ideal candidate will have a proven track record in managing quantitative portfolios and a strong analytical background in mathematics and statistics.Key Responsibilities:Develop and implement innovative trading signals and...