Client Portfolio Manager

4 weeks ago


Charlotte, North Carolina, United States TBS Factoring Service LLC Full time

This is an in-office position that provides exceptional customer service while managing a portfolio of clients, prioritizing customer satisfaction and retention.

  • Create revenue within a specified client base.
  • Ensure clients are informed of account issues and provide comprehensive onboarding and follow-ups.
  • Meet or exceed weekly goals for additional compensation opportunities.
  • Foster deep client relationships and provide tools and services.
  • Promote a positive and supportive environment committed to the success of the department and company.

Personal Attributes & Requirements:

  • Excellent customer service and people skills.
  • Outstanding communication skills.
  • High-level problem solver and multi-tasker.
  • High level of attention to detail.
  • Dependable with exceptional attendance and time management skills.
  • Flexible and highly self-motivated team player.

Qualifications, Education & Special Requirements:

  • High School Diploma or equivalent.
  • Industry knowledge of transportation, factoring, and finance preferred.
  • Bilingual (Spanish/English) preferred.
  • Strong knowledge of Microsoft Office programs.

  • Portfolio Manager

    3 weeks ago


    Charlotte, North Carolina, United States Truist Financial Full time

    Job DescriptionThe Portfolio Manager will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial...


  • Charlotte, North Carolina, United States Choreo Full time

    Portfolio Management Associate Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and...


  • Charlotte, North Carolina, United States Pyramid Consulting, Inc Full time

    Job Title: Senior Portfolio ManagerJob Summary: We are seeking a Senior Portfolio Manager to lead our centralized portfolio management transformation. The ideal candidate will have experience in portfolio management, banking transformation, and program management.Key Responsibilities:Help envision and shape our centralized portfolio management...


  • Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job Title: Senior Portfolio ManagerAt Truist Financial Corporation, we are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our Commercial Real Estate group, you will be responsible for providing expert financial analysis, risk assessment, and credit structure recommendations to our clients and prospects.Key...


  • Charlotte, North Carolina, United States Truist Financial Full time

    Job DescriptionThe position of Senior Portfolio Manager at Truist Financial involves leading the diligence and underwriting documentation of complex credit relationships. This includes preparing credit presentations and discussions with Credit Officers and other final approvers. The successful candidate will ensure loan agreements are in accordance with...

  • IT Portfolio Manager

    3 weeks ago


    Charlotte, North Carolina, United States Manpower Group Inc. Full time

    Job Title: IT Program ManagerLocation: Charlotte, NC - HybridWhat's the Job?Manages the entire project portfolio for ERFT, overseeing various programs, including remedial tasks like password remediation and higher-level initiatives around Identity and Access Management (IAM).About the Role:As a Program Manager, you will be part of the Enterprise Risk &...

  • Portfolio Manager

    4 weeks ago


    Charlotte, North Carolina, United States Barings Full time

    Job Title: Director, Portfolio & Risk AnalyticsAt Barings, we are committed to fostering a culture of excellence and innovation. We are seeking a highly skilled and experienced professional to join our Portfolio Solutions & Analytics team as a Director, Portfolio & Risk Analytics.Job SummaryThe successful candidate will be responsible for leading the...

  • Portfolio Strategist

    3 weeks ago


    Charlotte, North Carolina, United States Allspring Full time

    About the RoleWe are seeking a skilled Portfolio Specialist to join our Municipals team at Allspring Global Investments. As a key member of our team, you will be responsible for developing relationships with clients, prospects, and distribution teams across our platform. Your expertise will be essential in creating compelling narratives and marketing...


  • Charlotte, North Carolina, United States Barings Full time

    Job SummaryThe Portfolio Solutions & Analytics team at Barings is seeking a professional to support the Portfolio & Risk Analytics group.The ideal candidate will have a combination of 7+ years of experience with quantitative and risk analytics focused on public fixed income credit markets.A successful candidate has an understanding of public fixed income...

  • IT Portfolio Manager

    3 weeks ago


    Charlotte, North Carolina, United States Experis Full time

    We are seeking a highly skilled Program Manager to join our Enterprise Risk & Finance Technology team. As a Program Manager, you will be responsible for managing the entire project portfolio for ERFT, including remedial and higher-level programs related to Identity and Access Management (IAM).The ideal candidate will have consulting experience, project...

  • IT Portfolio Manager

    3 weeks ago


    Charlotte, North Carolina, United States Experis Full time

    Job Title: IT Portfolio ManagerLocation: Charlotte, NC - HybridWhat's the Job?Manage the entire project portfolio for ERFT, overseeing various programs, including remedial tasks like password remediation and higher-level initiatives around IAM.About the Role:As a Program Manager, you will be part of the Enterprise Risk & Finance Technology team, responsible...


  • Charlotte, North Carolina, United States Method, a GlobalLogic company Full time

    About the RoleWe are seeking a highly skilled Portfolio Operations Manager to join our team at Method, a GlobalLogic company. As a Portfolio Operations Manager, you will play a critical role in driving the Method sales process across client pursuits.Key ResponsibilitiesCoordinate sales activities, including proposal development, go-to-market sales strategy,...


  • Charlotte, North Carolina, United States Collabera Full time

    Job Title: Portfolio Management ConsultantCollabera is seeking a seasoned Portfolio Management Consultant to join our team.About the Role:We are looking for a highly skilled professional to manage and report on large, complex, and company-wide change portfolios. The ideal candidate will have extensive experience in change management, both in Agile and...


  • Charlotte, North Carolina, United States Brightspeed Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Leader to join our team at Brightspeed. As a key member of our corporate real estate team, you will be responsible for strategic and tactical portfolio planning and monetization, including sales transactions and working with our real estate broker to identify properties to market and negotiate...


  • Charlotte, North Carolina, United States Octapharma Plasma, Inc. Full time

    Job OverviewOctapharma Plasma, Inc. is seeking a highly skilled Strategic Portfolio Manager to join our Operational Excellence and Strategy team. This pivotal role will oversee and manage a portfolio of strategic projects across the operational excellence team, ensuring alignment with organizational goals and driving successful execution.The ideal candidate...


  • Charlotte, North Carolina, United States Barings Full time

    Job Title: Director / Senior Director - Client Portfolio Manager - Global Private FinanceAt Barings, we are committed to fostering a culture of excellence and integrity. We seek a highly skilled and experienced Client Portfolio Manager to join our Global Private Finance team.Key Responsibilities:Lead Client Portfolio Management role within our Global Private...


  • Charlotte, North Carolina, United States Ginkgo Residential Full time

    Job Summary: We are seeking a highly skilled Financial Portfolio Manager to oversee all aspects of financial reporting and accounting related to our property portfolio. This role involves managing outsourced property accountants, ensuring accurate and timely financial statements, and managing corporate credit card programs.Key Responsibilities:Manage the...


  • Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Asset-Based Finance Senior Portfolio ManagerWe are seeking a highly experienced Asset-Based Finance Senior Portfolio Manager to join our team at Bank of America. As a key member of our Asset-Based Finance team, you will be responsible for managing the asset-based finance credit/portfolio management function within a major geographical region.Key...


  • Charlotte, North Carolina, United States TalentBridge Full time

    Job Title: Change Management Portfolio LeadAt TalentBridge, we are seeking a skilled Change Management Portfolio Lead to join our team. As a Change Management Portfolio Lead, you will be responsible for managing and reporting on extremely large, complex, and/or company-wide change portfolios, particularly those representing $***M or more in investment...

  • IT Portfolio Manager

    4 weeks ago


    Charlotte, North Carolina, United States Manpower Group Inc. Full time

    Job Title: IT Program ManagerWe are seeking a highly skilled IT Program Manager to join our Enterprise Risk & Finance Technology team. As a Program Manager, you will be responsible for managing the entire project portfolio for ERFT.About the Role:Manage different programs, including remedial projects such as password remediation and higher-level initiatives...