Current jobs related to Lead Specialty Underwriter and Portfolio Manager - Bethesda, Maryland - Capital One
-
IT Portfolio Management Lead
1 month ago
Bethesda, Maryland, United States BTI Full timeJob Title: IT Portfolio Management LeadBTI is seeking an experienced IT Portfolio Management Lead to join our team in Upper Marlboro, MD. As a key member of our Business Technology Integrators team, you will be responsible for leading and providing expert guidance in the management, governance, and strategic oversight of IT investments for federal...
-
Commercial Credit Portfolio Manager
1 week ago
Bethesda, Maryland, United States EagleBank Full timeAbout the Role:EagleBank is seeking a highly skilled Portfolio Manager III to join our team. As a key member of our commercial lending group, you will be responsible for supporting the credit process by facilitating the collection of financial information from clients and prospects.Key Responsibilities:Preparing and submitting credit packages for the...
-
Commercial Real Estate Portfolio Manager III
2 weeks ago
Bethesda, Maryland, United States EagleBank Full timeOverview:We are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. Our mission is to deliver the most compelling and valuable service to our customers while fostering a culture of inclusion, equity, and respect.We celebrate diversity and intentionally seek out opportunities to learn from each...
-
Senior IT Portfolio Management Lead
1 month ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadIVA'AL Solutions LLC is seeking a highly experienced Senior IT Portfolio Management Lead to provide support for a federal health agency's IT services program. The ideal candidate will have a deep understanding of IT governance, federal IT portfolio management, and mission-oriented IT oversight.Key...
-
Senior IT Portfolio Management Lead
4 weeks ago
Bethesda, Maryland, United States IVA'AL SOLUTIONS LLC Full timeJob Title: Senior IT Portfolio Management LeadWe are seeking a highly experienced Senior IT Portfolio Management Lead to join our team at IVA'AL Solutions LLC. As a key member of our organization, you will play a critical role in supporting The National Institutes of Health (NIH) in their IT services program.Key Responsibilities:Develop and implement a...
-
Senior IT Portfolio Management Lead
4 weeks ago
Bethesda, Maryland, United States Expentor Inc Full timeJob DescriptionServes as a subject matter expert with in-depth knowledge of IT management, mission-driven IT governance, and Federal IT portfolio management.Key ResponsibilitiesExpert knowledge of federal policies for Capital Planning and Investment Control (CPIC), including Technology Business Management.Provide strategic guidance on IT portfolio...
-
IT Portfolio Manager
1 week ago
Bethesda, Maryland, United States Dynamic Solutions Technology LLC Full timeJob Title: IT Portfolio ManagerAt Dynamic Solutions Technology, LLC, we are seeking a highly skilled IT Portfolio Manager to join our team. As a key member of our strategic services firm, you will be responsible for leading projects and driving activities for multiple portfolios and projects of varying size and complexity.**Key Responsibilities:*** Lead...
-
Portfolio Management Specialist
4 weeks ago
Bethesda, Maryland, United States Leidos Full timeJob Title: Portfolio Management SpecialistLeidos is seeking a highly skilled Portfolio Management Specialist to join our team. As a Portfolio Management Specialist, you will be responsible for monitoring and analyzing IT portfolios of programs and their associated capabilities and services.Key Responsibilities:Monitor and analyze IT portfolios of programs...
-
Senior IT Portfolio Manager
1 week ago
Bethesda, Maryland, United States Savvee Consulting Inc Full timeJob SummarySavvee Consulting Inc is seeking a highly skilled IT Portfolio Manager to support our federal client in a hybrid work model of onsite/telework. The ideal candidate will have extensive experience in managing a CPIC / IT Portfolio Management team, a strong understanding of Capital Planning and Investment Control (CPIC), and exceptional attention to...
-
IT Portfolio Management Professional
1 week ago
Bethesda, Maryland, United States Dynamic Solutions Technology LLC Full timeDynamic Solutions Technology, LLC is a premier strategic services firm that meets IT and Service needs for commercial and government clients. We are seeking a Senior IT Portfolio Management professional to support our government customer located in Bethesda, MD. This is an exempt position with some remote flexibility at the customer's discretion.Key...
-
Senior IT Portfolio Manager
3 weeks ago
Bethesda, Maryland, United States Savvee Consulting Inc Full timeSavvee Consulting Inc Job OpportunityWe are seeking a highly skilled Senior IT Portfolio Manager to join our team in Bethesda, MD. As a key member of our federal client's hybrid work model, you will be responsible for managing a CPIC/IT Portfolio Management team and providing exceptional attention to detail and thoroughness.Key Responsibilities:Serving as a...
-
Portfolio Strategist
3 weeks ago
Bethesda, Maryland, United States Reithorp Solutions Full timeJob Title: Portfolio Analysis and Integration SpecialistsReithorp Solutions is seeking highly skilled professionals to support the company's strategic objectives by analyzing and integrating data from various sources. The ideal candidate will have a strong background in portfolio management, data analysis, and strategic planning.Key...
-
Senior IT Portfolio Manager
2 weeks ago
Bethesda, Maryland, United States Savvee Consulting Inc Full timeAbout the RoleSavvee Consulting Inc is seeking a highly skilled Project Manager to support our federal client in a hybrid work model of onsite/telework.The ideal candidate will have extensive experience in managing a CPIC / IT Portfolio Management team, a strong understanding of Capital Planning and Investment Control (CPIC), and exceptional attention to...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeAbout Climate UnitedClimate United is a nonprofit organization dedicated to accelerating the transition to a low-carbon economy. We are seeking a highly skilled Director of Asset Management to lead the effective management and optimization of our distributed generation and storage, building decarbonization, and electric vehicle portfolios.Key...
-
Bethesda, Maryland, United States VALID8 Financial Full timeClimate United is seeking a seasoned professional to lead the management and optimization of its distributed generation and storage, building decarbonization, and electric vehicle portfolios.The successful candidate will play a pivotal role in shaping and executing Climate United's portfolio strategy, ensuring impactful deployment of capital to drive...
-
Portfolio Manager and Integration Specialist
1 week ago
Bethesda, Maryland, United States Leidos Full timeJob Description:Leidos is seeking a Portfolio Analysis and Integration Specialist to support an Intelligence Community (IC) program in Bethesda, MD. The successful candidate will collaborate with a diverse group of individuals across the IC, Department of Defense, and Private Sector to contribute to the development and implementation of business and mission...
-
Portfolio Strategist
1 month ago
Bethesda, Maryland, United States Reithorp Solutions Full timeJob Title: Portfolio Analysis and Integration SpecialistsReithorp Solutions is seeking highly skilled professionals to support the company's strategic objectives by analyzing and integrating data from various sources. The ideal candidate will have a strong background in portfolio management, data analysis, and business strategy.Key Responsibilities:Portfolio...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeAbout Climate UnitedClimate United is a nonprofit organization that aims to reduce greenhouse gas emissions and promote clean energy. We are seeking a highly skilled Director of Asset Management to oversee the effective management and optimization of our distributed generation and storage, building decarbonization, and electric vehicle portfolios.The...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeJob Title: Senior Director of Credit Risk and Asset ManagementClimate United is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and...
-
Bethesda, Maryland, United States Climate United FUND Full timeAbout the RoleClimate United FUND is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United FUND's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our...
Lead Specialty Underwriter and Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced Lead Specialty Underwriter and Portfolio Manager to join our team at Capital One. As a key member of our Underwriting and Portfolio Management organization, you will be responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.
Key Responsibilities- Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt.
- Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced members of the team.
- Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease.
- Anticipate questions that will be raised during deal review and approval meetings.
- Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis.
- Review financial models independently and incorporate complex structures or nuances.
- Propose appropriate structuring options in tandem with deal team.
- Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns.
- Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team.
- Oversee closing process requirements; review closing memo.
- Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients.
- Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations.
- Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations.
- Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists.
- Review and approve annual reviews and both material and non-material modifications.
- Facilitate and lead quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews.
- Review past due reporting, covenants, and payments and remediate with the appropriate party.
- Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities.
- Build relationships across function and business to foster collaboration between partner groups.
- Interact directly with customers to cultivate strong relationships while balancing risk and return.
- Consult with legal or Special Assets Department.
- Mentor and train rotational analysts and new hires.
- Participate in internal initiatives to ensure the business is well-managed and operates efficiently.
- Ensure compliance with credit policies and procedures.
- Bachelor's Degree or Military Experience.
- At least 8 years of experience in credit underwriting or at least 8 years of experience in portfolio management or at least 8 years of experience in asset management.
- Bachelor's Degree in Accounting, Finance, or other relevant fields.
- 10+ years of experience in credit underwriting or portfolio management or asset management.
- Previous leadership experience with deal teams or analysts.
