Commercial Portfolio Manager
7 days ago
As a key member of UMB's commercial banking team, the Commercial Relationship Manager III plays a critical role in driving business growth and developing meaningful relationships with clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the company.
Key Responsibilities- Build and maintain a portfolio of commercial clients, identifying new business opportunities and developing strategic relationships to drive growth.
- Collaborate with internal stakeholders to provide tailored financial solutions to clients, including commercial lending, cash management, and treasury services.
- Analyze client financials and market trends to identify opportunities for business expansion and improve client satisfaction.
- Develop and execute business plans to achieve sales targets and drive revenue growth.
- 5 years of sales experience, with a minimum of 2 years in commercial banking sales.
- Bachelor's degree or equivalent experience in a related field.
- Strong knowledge of commercial banking products and services, including credit, underwriting, and bank operations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
UMB offers a competitive compensation package, including a base salary, annual incentive pay, and a comprehensive benefits program. We also offer opportunities for professional growth and development, as well as a collaborative and dynamic work environment.
About UMBUMB Financial Corporation is a leading financial services company that provides a range of banking, investment, and insurance products and services to individuals, businesses, and institutions. We are committed to delivering exceptional customer service and building long-term relationships with our clients.
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Commercial Portfolio Development Manager
4 weeks ago
Plano, Texas, United States UMB Financial Corporation Full timeAbout the RoleAs a key member of UMB's commercial banking team, the Commercial Portfolio Development Manager will play a critical role in driving business growth and development. This position will be responsible for building and maintaining strong relationships with commercial clients, identifying new business opportunities, and developing strategic...
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Commercial Mortgage Servicing Specialist
3 weeks ago
Plano, Texas, United States Altisource Portfolio Solutions, Inc. Full time{"**Job Title:** Commercial Mortgage Servicing Specialist**Job Summary:**We are seeking a highly skilled Commercial Mortgage Servicing Specialist to join our team at Altisource Portfolio Solutions, Inc.**Responsibilities:*** Provide exceptional customer service to clients using the REALSynergy Commercial Real Estate Mortgage Loan Servicing System*...
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Portfolio Manager
1 week ago
Plano, Texas, United States FirstBank Full timeJob Title: Portfolio ManagerAs a Portfolio Manager at First Bank, you will be responsible for efficient and effective credit and risk assessment under established First Bank guidelines. You will work closely with the Director of Warehouse Lending to ensure compliance with covenants and ensure loan agreements are in accordance with approved documents.Key...
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Commercial Mortgage Servicing Specialist
2 weeks ago
Plano, Texas, United States Altisource Portfolio Solutions, Inc. Full timeJob Title: Client Support Specialist, Commercial ServicingAltisource Portfolio Solutions, Inc. is seeking a highly skilled Client Support Specialist to join our team in Plano, TX, USA. This is a full-time position that offers a competitive salary, comprehensive benefits, and opportunities for growth and development.Job Summary:We are looking for a talented...
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Portfolio Manager
3 weeks ago
Plano, Texas, United States Staffing In Motion Full timeJob OverviewAt Staffing In Motion, we are seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a book of high net worth clients with assets in excess of $500,000.Key Responsibilities:* Manage client relationships and communicate with clients about their portfolios and investments* Educate clients...
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Plano, Texas, United States Capital One Full timeJob SummaryThe Asset Manager II is a critical role within Capital One's Commercial Real Estate team, responsible for the daily oversight and management of an assigned portfolio of multifamily loans. This position requires a subject matter expert with a strong understanding of asset management tasks, financial analysis, and risk mitigation strategies.Key...
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Commercial Real Estate Asset Manager
3 weeks ago
Plano, Texas, United States Capital One Full timeAsset Manager II Job DescriptionThe Asset Manager II is a critical role within our Commercial Real Estate team, responsible for the daily oversight and management of assigned multifamily loan portfolios. This position requires a high level of expertise in risk mitigation, financial analysis, and client relationship management.Key Responsibilities:Monitor...
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Risk Management Portfolio Manager
2 weeks ago
Plano, Texas, United States Regional Finance (Regional Management Corp.) Full timeJob Title: Risk Management Portfolio ManagerWe are seeking a highly skilled Risk Management Portfolio Manager to join our team at Regional Finance (Regional Management Corp.).Key Responsibilities:Develop and implement risk management strategies to drive growth in our consumer portfolios while meeting risk targets.Lead the development of advanced analytics...
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Plano, Texas, United States Capital One Full timeJob Title: Senior Manager Commercial Real Estate Asset ManagementCapital One is seeking a highly skilled Senior Manager to lead our Commercial Real Estate Asset Management team. As a key member of our team, you will be responsible for managing a portfolio of multifamily loans, with a focus on risk management and customer service.Key Responsibilities:Manage a...
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Commercial Lines Account Manager
4 weeks ago
Plano, Texas, United States Brown & Brown Insurance Full timeBrown & Brown Insurance is seeking a Commercial Account Manager to join our Property & Casualty teamThe Account Manager is responsible for maintaining in-force block of businessThis includes:Managing the daily account management of an assigned portfolio of commercial clientsOverseeing the completion of administrative tasks, including policy issuance, premium...
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Enterprise Architect Portfolio Manager
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeEnterprise Architect Portfolio ManagerFisher Investments is seeking an experienced Enterprise Architect Portfolio Manager to join our team. As a key member of our technology organization, you will play a critical role in shaping the future of our enterprise architecture environment.The OpportunityAs an Enterprise Architect Portfolio Manager, you will be...
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Investment Portfolio Manager
4 weeks ago
Plano, Texas, United States Fisher Investments Full timeAbout the Role:Fisher Investments is seeking a skilled Investment Portfolio Manager to join our team. As an Investment Counselor, you will be the voice of our firm to our clients in the United States, partnering with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service.Key...
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Investment Portfolio Manager
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeUnlock Your Potential as a Portfolio CounselorAre you a financial services professional looking for a challenging and rewarding role? Do you have a passion for sales, financial planning, and educating clients on portfolio strategies? Fisher Investments, a privately held global investment firm, is seeking a Portfolio Counselor to join our Private Client Group...
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Enterprise Architect Portfolio Manager
3 days ago
Plano, Texas, United States Fisher Investments Full timeThe OpportunityWe are seeking an experienced Enterprise Architect to join our team at Fisher Investments. As a key member of our technology organization, you will play a critical role in shaping the future of our firm's technology and information security landscape.As an Enterprise Architect, you will be responsible for planning and developing architectural...
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Plano, Texas, United States Toyota Motor Corporation Full timeJob Title: Portfolio Budget and Contract Management LeadWe are seeking a highly motivated and experienced Portfolio Budget and Contract Management Lead to join our team at Toyota Financial Services Information Security.Key Responsibilities:Manage global budgets and lead contract negotiationsDevelop and implement portfolio management strategiesProvide...
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Investment Portfolio Manager
4 weeks ago
Plano, Texas, United States Staffing In Motion Full timeJob OpportunityJob Title: Investment AdvisorCompany: Staffing In MotionJob Summary:We are seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will be responsible for managing client relationships and providing investment advice to high net worth individuals.Key Responsibilities:Manage a book of households with assets...
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Commercial Loan Servicing Operations Specialist
4 weeks ago
Plano, Texas, United States Capital One Full timeJob SummaryCapital One is seeking a highly skilled Commercial Loan Servicing Operations Specialist to join our team. As a key member of our Commercial Banking Operations team, you will be responsible for managing agent syndicated portfolios, processing loan requests, and maintaining effective oversight across multiple workflow tools.Key...
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Commercial Pest Control Technician
2 weeks ago
Plano, Texas, United States ABC Home & Commercial Services Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Commercial Apprentice Pest Technician to join our team at ABC Home and Commercial Services. As a key member of our pest management team, you will be responsible for providing exceptional customer service, ensuring the highest level of professionalism, and maintaining a safe and healthy work...
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Investment Portfolio Manager
1 week ago
Plano, Texas, United States Staffing In Motion Full timeJob Title: Investment AdvisorJob Summary:We are seeking a highly skilled Investment Advisor to join our team at Staffing In Motion. As an Investment Advisor, you will be responsible for managing client relationships and providing expert investment advice to high net worth individuals.Key Responsibilities:Manage a book of 150-200 households with assets in...
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Program Portfolio Manager
7 days ago
Plano, Texas, United States LTIMindtree Full timeAbout UsLTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...