Portfolio Management Team Lead

4 days ago

Palm Beach, Florida, United States First Horizon Full time
Job Summary

We are seeking an experienced Portfolio Management Team Lead to join our team at First Horizon. As a key member of our commercial lending team, you will be responsible for leading a team of Portfolio Managers and Credit Analysts, and directly contributing to the commercial lending portfolio through your assigned partnership with local Relationship Managers.

Key Responsibilities
  • Lead talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts
  • Establish regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal
  • Develop the skills of direct reports by providing training, feedback, and coaching at the group and individual level
  • Complete regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance
  • Lead commercial portfolio management meetings, including Market Asset Quality Meetings
  • Monitor workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met
  • Ensure Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development
Portfolio Management Responsibilities
  • Lead the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio
  • Utilize loan structuring, risk identification, and risk mitigation skills
  • Understand and apply the Bank's risk grading methodology and credit appetite
  • Manage complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers
  • Partner with Relationship Managers to call on current or potential clients; understand and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities
  • Maintain oversight of post-approval due diligence requirements and commercial loan documentation preparation
  • Maintain satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner
Qualifications
  • Minimum 6 to 8 years of commercial underwriting and portfolio management experience
  • Bachelor's degree (or equivalent in work experience) required
  • Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects and clients
  • Strong written and oral communication skills
  • Strong organizational and customer service skills
  • Accurate typing, spelling and grammar skills
  • Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel

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