Portfolio Manager

1 week ago


GA United States Truist Full time
Job Description

We 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 Responsibilities
  • Lead the diligence and underwriting documentation of complex credit relationships
  • Ensure loan agreements are in accordance with approval documents
  • Analyze financial statements and identify potential issues
  • Provide oversight of credit relationship/project performance and monitoring activity
  • Manage assigned portfolio by monitoring performance and trends
  • Ensure all Credit Process Metrics are within prescribed tolerances
  • Identify issues and follow through for remediation
  • Manage pipeline of assigned portfolio to ensure timely completion of requests
  • Serve as a client and internal point of contact for managing assigned portfolio
  • Facilitate strong communication and collaboration across servicing and functional teams
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or Business
  • Excellent verbal and written communication skills
  • Demonstrated proficiency in basic computer applications
  • Strong analytical and problem-solving skills
  • Knowledge of credit principles
  • Ability to handle multiple priorities under time constraints
  • Demonstrated success working in a collaborative team environment
Preferred Qualifications
  • 5+ years of portfolio management and client relationship experience
  • Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources

Truist is an Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.



  • , GA, United States JLL Full time

    Job Title: Senior Vice PresidentWe are seeking a seasoned Senior Vice President to lead our portfolio of accounts and program managers, driving the successful delivery of services to our clients across the Americas region.Key Responsibilities:Develop and execute strategic plans to achieve portfolio growth targets, revenue generation, and profitability...


  • , MA, United States Cabot Wealth Management Full time

    Investment Professional Wanted for Cabot Wealth ManagementCabot Wealth Management, a leading wealth management firm in Salem, MA, is seeking an experienced investment professional to join our team. The ideal candidate will have a strong background in research and portfolio management, with a focus on equity portfolios.The successful candidate will be...


  • Mobile, AL, United States VirtualVocations Full time

    A company is looking for a Portfolio Manager - Cyber to join their remote team in Texas. Key Responsibilities Drive portfolio prioritization meetings and influence cross-functional teams to achieve strategic goals Monitor portfolio health, track progress, and manage interdependencies with other teams Establish regular portfolio reviews and provide...


  • , NC, United States Brightspeed Full time

    Job SummaryBrightspeed is seeking a seasoned Portfolio Management Executive to join our team. As a key member of our corporate real estate team, you will be responsible for overseeing the strategic planning and monetization of our portfolio, including sales transactions, lease administration, and energy management.Key ResponsibilitiesDevelop and implement...


  • Denver, CO, United States VirtualVocations Full time

    A company is looking for a Commercial Portfolio Manager - Renewable Energy Finance. Key Responsibilities Underwrite credit transactions and manage the existing portfolio of loans Review financial statements and develop analytical foundations for credit decisions Negotiate documentation and monitor financial performance of portfolio companies ...


  • Buffalo, NY, United States VirtualVocations Full time

    A company is looking for a Director of Portfolio Management to lead strategic transformation initiatives. Key Responsibilities Establish and lead the portfolio management function within the EPMO Oversee risk management and change management for large-scale transformation efforts Manage project portfolio demand and ensure alignment with strategic...


  • , NC, United States Huntington National Bank Full time

    Aerospace and Defense Portfolio Management OpportunityHuntington National Bank is seeking a seasoned professional to lead our Aerospace and Defense portfolio management efforts. As a key member of our Corporate Specialty and Government Banking group, you will be responsible for managing a book of business in the A&D vertical, providing credit...

  • Portfolio Manager

    3 days ago


    Kansas City, MO, United States CrossFirst Bank Full time

    Overview The Portfolio Manager partners with the Banker to support the growth and development of the loan portfolio. Provide ongoing asset management of a loan portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. Evaluate information including...


  • , NC, United States Wells Fargo Full time

    About this role:At Wells Fargo, we are seeking a talented individual to join our Commercial Banking team as a Portfolio Manager. As a key member of our team, you will be responsible for managing a portfolio of commercial banking clients, providing financial research, underwriting, and structuring complex credits. Your expertise will help us meet the...


  • , FL, United States Vacation HR Full time

    Job Overview:We are seeking a dynamic and hard-working team member to join our Owner Relations Team at Vacation HR.The Owner Relations Manager is responsible for overseeing a portfolio of clients with the objective of retaining clients and growing the portfolio.This key team player will serve as a primary point of contact and will be expected to provide...


  • Bethesda, MD, United States IVA'AL Solutions, LLC Full time

    Description:Overview:IVA'AL Solutions, LLC is seeking Senior IT Portfolio Management Lead to provide services on a contract supporting The National Institutes of Health (NIH).We are looking for an experienced Senior IT Portfolio Management Lead to provide support for a federal health agency's IT services program. The Senior IT Portfolio Management Lead will...

  • Portfolio Manager

    8 hours 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...


  • , CA, United States MidFirst Bank Full time

    Job Title: Loan CoordinatorMidFirst Bank, a division of 1st Century Bank, is a full-service bank committed to delivering exceptional client service in Los Angeles. Our core principles are centered around flexibility, responsiveness, and tailored solutions. Our bankers work collaboratively to develop a deep understanding of our clients, working with and on...


  • New York, NY, United States Skurnik Wines & Spirits - New York Full time

    Skurnik Wines & Spirits is looking for NYC-based candidates interested in the Assistant Portfolio Management position. Candidates should be passionate about Italian wine and wish to develop a career path in portfolio management. This is an administrative position that reports to the Portfolio Director and consists of supporting the Sales Ambassador and...


  • , MA, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Senior Commercial Banking Portfolio Manager to join our Middle Market Banking team in the Northeast Division. As a key member of our Credit Portfolio Management team, you will be responsible for managing a portfolio of commercial banking clients, providing credit analysis and recommendations, and developing and...


  • Plano, TX, United States Toyota Deutschland GmbH Full time

    OverviewWho we areCollaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse,...


  • , MA, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Data Scientist Portfolio Risk Manager to join our team at BMO Financial Group. As a key member of our risk management team, you will be responsible for analyzing and monitoring the performance of our consumer loan portfolios, identifying potential risks, and developing strategies to mitigate them.Key...


  • Chicago, IL, United States CNA Insurance Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.CNA seeks to offer a comprehensive and competitive benefits package to...


  • Oakland, CA, United States Pacific Gas and Electric Company Full time

    Requisition ID# 153280Job Category: Procurement / Supply ChainJob Level: Manager/PrincipalBusiness Unit: Supply Chain/MaterialsWork Type: HybridJob Location: OaklandDepartment OverviewThe Sourcing organization is the functional lead for the procurement of materials and services at Pacific Gas and Electric Company. The department collaborates with internal...


  • , UT, United States Zions Bancorporation Full time

    Job Title: Technology Corporate Banking Portfolio ManagerZions Bancorporation is seeking a highly skilled Technology Corporate Banking Portfolio Manager to join our team in Salt Lake City, Utah. As a key member of our corporate banking team, you will be responsible for managing a portfolio of technology clients, developing risk profiles, and conducting cash...