Financial Portfolio Manager

7 hours ago


Carthage, Mississippi, United States American Cash Full time
Job Summary

American Cash is seeking a skilled Cash Management Expert to provide exceptional customer service to internal clients and support employees. This role requires the ability to work independently and effectively manage loan and deposit portfolios.

Key Responsibilities
  • Oversee loan and deposit portfolios for assigned relationships, ensuring timely repayment and financial stability.
  • Cross-sell deposit, trade, treasury management, foreign exchange, private banking, and asset management services to existing and prospective clients.
  • Assist with due diligence and analysis for new client relationships, as needed.
  • Monitor loan repayment activities and take necessary action to collect past due accounts.
  • Make presentations on specific loans and recommend approval and structure.
  • Review and negotiate credit agreements, calculating and dispersing interest and fee payments.
Requirements

This role requires strong analytical and communication skills, with the ability to work independently and as part of a team. The ideal candidate will have a strong understanding of cash management principles and practices.



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