1784 portfolio manager jobs found

Description Summary: The CRE Portfolio Manager I services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.  Duties and Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks.  Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers....

Description This position is available to be filled at any Huntington Bank Corporate office location.  Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry...

Description Summary : Global Advisor Portfolio Manager provides analytical, portfolio management, underwriting and compliance management support within the Global Specialty Products Team. Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Completes country risk analysis for assigned geographies, develops limit recommendations and presents to approval authorities. Builds productive relationships with the business units with the aim of responsibly and preemptively addressing country limit increases/ adjustments. Validates division’s exposures to Reg. Reporting on a quarterly basis; aggregates country exposures...

Position Title CRE Credit Products Portfolio Manager II   Location Hicksville, NY 11801   Job Summary The CRE Credit Products Portfolio Manager II plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures.  Portfolio & Risk Management : Continuously...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description Summary:   The Regional Banking Portfolio Manager Sr. is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. This role will work with Bankers in both the Commercial and Regional Banking segments and be responsible for a book of business that is greater than $100,000,000 in aggregation and consists of over 20 relationships. Duties & Responsibilities: Manages a portfolio of business customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits,...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.   We’re actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you’ll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation within our Investment Grade Portfolio...

Description Summary: The Healthcare Portfolio Manager – Corporate, Specialty and Government PM is responsible for the management of a portfolio of commercial loans within the Corporate, Specialty and Government Banking division. This position will focus on Healthcare offices. Primary responsibilities include underwriting quality, portfolio monitoring and portfolio administration for an assigned portfolio.  The Associate Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management and other product partners in optimizing customer relationships. Duties & Responsibilities: Underwrite complex commercial loans in accordance with Huntington credit policies.  Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating concerns as appropriate, and maintaining accurate risk ratings....

Position Title Homebuilder Finance Underwriter/Credit Products Portfolio Manager II Location Nationwide, MI 48098 Job Summary The HBF Credit Products Specialist II plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures.  Portfolio & Risk...

Description Summary:   As a Regional Banking CRE Portfolio Manager , you'll play a highly visible role partnering directly with Regional Presidents, Relationship Managers, and Credit Officers to help shape the success of our commercial real estate portfolio. This is an opportunity to combine deep credit expertise with strategic thinking while making a meaningful impact across the markets we serve. The role involves collaborating on credit and risk decisions and serving as a liaison on both market-specific and enterprise-wide credit matters. Duties and Responsibilities: As a key member of the Regional Banking team, you will: Serve as a trusted advisor to Regional Presidents, Relationship Managers, and Credit Officers, helping evaluate complex commercial real estate lending opportunities. Review and assess credit requests, providing thoughtful analysis and recommendations that support sound risk management...

A company built to serve you. It's your career, Shelter it! Portfolio Manager – Fixed Income $100,000 minimum starting pay, commensurate with experience Job Level: Manager Job Location: Corporate Office – Columbia, Missouri Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.  What You Will Be Doing: Identify fixed income investment opportunities consistent with portfolio strategies for core insurance accounts; conduct due diligence, market research and securities analysis; make recommendations to senior management and prepare reports and presentations for board-level Investment Committee meetings; monitor IPS compliance; manage the...

Description Summary:   The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of risk...

Description Summary: Huntington’s Commercial Portfolio Manager -Power & Utilities will co-manage a growing $4.5 billion book of business in the bank’s Power & Utilities vertical within Huntington’s Corporate Specialty and Government Banking group.  In conjunction with Relationship Management and other internal partners, the Director, Portfolio Management services and deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities as well as identifying and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.   Please note p referred locations:  Atlanta, GA; Columbus / Cincinnati / Cleveland, OH; Chicago, IL; Charlotte, NC; Dallas / Houston, TX  Duties and Responsibilities: Underwrite and close broadly syndicated, complex commercial loans Provide credit recommendations to the appropriate...

Description Summary: The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of...

Position Title CRE Portfolio Manager   Location Hicksville, NY 11801   Job Summary The CRE Credit Products Portfolio Manager I supports the underwriting, structuring, and management of commercial credit relationships. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to Relationship Managers (RMs), this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist RMs in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages.  Portfolio Management : Monitor financial trends, covenant compliance, and borrowing bases to...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm’s municipal bond market research and portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research/surveillance.     Job Responsibilities : Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb. Ongoing security valuations for various fixed income sectors prior to purchase to ensure compliance with Best...

Description Summary: As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains profitable commercial loan relationships to businesses and individuals in PFG within lending limits (larger loans go through commercial lending) including loan renewals.   Duties and Responsibilities: Identifying needs, developing fundamental loan recommendations (including cross-sales), negotiating loan terms, approving/coordinating approval of loans, portfolio risk monitoring, and researching basic business issues.   Ability to spread and underwrite business and personal tax returns Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting.   Administers portfolio in compliance with Credit Policy including timely recognition for watch list,...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) performs ongoing credit monitoring duties on assigned portfolio of commercial relationships (comprised of large, complex credit profiles) in accordance with established monitoring requirements, including quarterly, semiannual, and annual reviews. A critical component of the credit monitoring role is early identification of emerging credit problems and industry trends requiring strong analytical, organizational and time-management skills while maintaining a high standard of accuracy and professionalism. Additional responsibilities may include underwriting new credit requests for prospects and existing clients. Duties and Responsibilities: Obtain, review and analyze borrower financial statements, including but not limited to SEC...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...