- Truist (Charlotte, NC)
- …underwriting. The recommendation is finally approved by ultimate risk approval officer . Problem Complexity: Very Complex. Underwriters & Portfolio Manager ... business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of… more
- CIBC (Miami, FL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a Group Portfolio Manager, you will maintain strong partnerships with other business ... Real Estate, Asset Management within Private Wealth, cross-sell partners and loan services). Attend pre-Screen meetings and hold individual deal screens with… more
- First Horizon Bank (Atlanta, GA)
- …and trends and alerting management (Group Manager, Market President, Senior Credit Officer ) to deteriorating portfolio conditions + Ensures client adherence to ... with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide...credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan … more
- First Horizon Bank (Charlotte, NC)
- …and trends and alerting management (Group Manager, Market President, Senior Credit Officer ) to deteriorating portfolio conditions + Ensures client adherence to ... to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this… more
- First Horizon Bank (Key Largo, FL)
- …**ESSENTIAL DUTIES AND RESPONSIBILITIES** + Manage independently a significant client portfolio for the bank and/ or manage multiple Relationship Managers that ... analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations + Independently make recommendations on loan pricing… more
- FirstBank PR (Miami, FL)
- …customers. Essential Responsibilities: + Responsible for working closely to the relationship officer in the origination of transactions such as opening and closing ... authorized signatures, closing and disbursement of loans, handling and processing of loan documents and collateral documents, and others assigned tasks. + Assists… more
- Bangor Savings Bank (Portland, ME)
- …responsible for the acquisition, retention and satisfaction of a commercial client portfolio . The Commercial Relationship Officer is responsible for the ... achievement of a variety of portfolio and sales quotas derived from the overall strategic...generally established on an annual basis. The Commercial Relationship Officer possesses a comprehensive understanding of credit delivery and… more
- Truist (Lake Forest, IL)
- …solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings and loan servicing. The CES follows up ... Senior Management to drive business volume. The CES evaluates loan opportunities, underwrites the credit risk and delivers executable...CES is responsible for a subset of the total portfolio assigned to them. This includes, amongst other things,… more
- Chartway Federal Credit Union (Virginia Beach, VA)
- …underwriting guidelines to ensure sound lending practices. + Monitor commercial loan portfolio performance, including delinquency, charge-offs, and concentration ... Leverage technology to streamline the commercial lending experience, including digital loan applications, automated decisioning, and portfolio monitoring. + Work… more
- Dickinson Financial Corporation (Greenwood Village, CO)
- …relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (eg, National ... requests. + Excels at delegating to and working with other professionals-- portfolio managers, credit, closing, document preparation, loan operations, legal, and… more