45 portfolio manager ii jobs found

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...

  Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Stoneham, MA offices.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come...

Description The Government Banking Relationship Manager II (RM) is the central contact person for government clients, focused on the delivery of customized deposit products and Treasury Management services. He/she quarterbacks the delivery and maintenance of diverse Huntington Bank products and services through cross-sell partners and acts as a trusted advisor to our client’s management team. The trusted advisor is to develop profitable customer relationships, idea generation, strategic business discussions, risk management, financial products and solutions, industry observations, and other matters of elevated importance. Responsibilities Provide exceptional service to clients is critical Responsible for strategic business plan development and active market coverage for prospective clients Responsible for driving new client acquisition, generating new revenue (margin and fee), and raising market awareness for...

Description Summary: The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  The Service Specialist II is also responsible for maintaining a high level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.     Duties & Responsibilities: o    Services customers by providing detailed information and building rapport o    Assists the Relationship Manager, Account Administrator, and/or Portfolio Manager by processing and maintaining accurate and complete documentation o    Responsible for identifying, researching, analyzing...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Asset Recovery Relationship Manager (ARRM) will assume the responsibility for the collections/restructuring and relationship management of problem CRE and C&I loans with exposure up to or over $10,000,000 (Level I: up to $1 million; II: up to $5 million; III: up to $10 million; IV: over $10 million ) within the real...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Product Manager Senior Consultant II is responsible for contributing towards defining, delivering, and managing the lifecycle of one or more products in Allstate's growing product portfolio. The Product Manager Senior Consultant II assists with establishing strategic product vision, product discovery, roadmaps, and backlog to maximize the customer and enterprise value provided by their product. Successful Product Managers help to identify assumptions and validate those assumptions using product discovery techniques. The Product Manager...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name — it’s our mission and our purpose. We’re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle—from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive. As an SBA...

Description The Community Impact Capital (CIC) Tax Credit Asset Manager II will manage a portfolio of closed debt and equity investments. The Asset Manager will analyze and timely report on asset performance, recommend timely action on customer requests, and ensure timely assessment and reporting of asset quality indices to Management and Credit. The Asset Manager will report to the Director of Community Impact Capital Asset Management, or an Asset Management Team Leader. The CIC Asset Manager II will be responsible for the following, can work independently, and may provide some supervisory services for less experienced Asset Managers: · Ensure/monitor equity investment value and loan risk factors through the timely receipt and reporting of current and relevant information by developing and maintaining relationships with General Partners/developers, management agents, lenders, contractors, accountants,...

The position is responsible to lead the Global R&P activities for the US entities, Brazilian, and Canadian entities and UW perimeters of US, Latam, Brazil and Canada.  The standards covered are the Group IFRS 17, Solvency II on a contributive basis for the whole Americas scope and on a stand-alone basis the US STAT for the US entities and local IFRS 17 for the Canadian entities. The position is expected to demonstrate analytic leadership across the Americas book, including close coordination with Pricing, local Finance, Claims, Underwriting, and the Americas management teams.  The position will also lead the actuarial analysis and perspective to the Americas, US and Canadian management and Board of Directors, and other stakeholders such as regulators, auditors, and peer reviewers.  The position is also expected to a key-contributor and champion to P&C Reserving & Performance department’s initiatives and transformation and ensure the liaison between Central and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Manager, Learning & Development (Instructional Design Manager) , you will manage a team in the assessment of learning needs, development, and implementation of learning solutions. Consults with clients to develop action plans to close human performance gaps and drives execution leading to positi ve impact on business results. Identifie s development needs, definition of learning requirements, and creation of learning paths. Governs portfolio of learning solutions community in...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We seek a dynamic Credit Risk Analytics Manager Lead with proven experience in executing CECL models within the consumer lending portfolio space. The ideal candidate will possess strong skills in model development, implementation, or execution for consumer lending portfolios, coupled with an advanced understanding of credit risk performance drivers, statistical modeling, and analytical tools. Join our team and make a difference today! We offer a flexible work environment that requires an individual to be in the...

Are you a “people person”? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? …Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner. Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture. HUB Gives! Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that...

Argo Group International Holdings, Inc .  and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. (“BWS”), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description The role is responsible for delivering high quality risk assessments and loss analysis of prospective or existing commercial policyholders. Identifying risks, exposures, and controls for multiple lines of business while reporting results to underwriting. Provides risk management consultation services and Risk Improvement recommendations. This position is an active member of the underwriting team responsible for accounts covering an assigned territory. ESSENTIAL FUNCTIONS: Works with a...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, Retail Property to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Retail Property Underwriting in Philadelphia, PA AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role analyzes and evaluates risk and accepts, rejects, or...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, Retail Property to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Retail Property Underwriting in Boston, MA AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role analyzes and evaluates risk and accepts, rejects, or...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...

Company Details       Berkley Select delivers professional liability insurance solutions to individuals, businesses, professional services firms, and nonprofit organizations. As a Berkley company, Berkley Select is staffed with a team of experts with a specific focus on Professional Liability. Berkley Select utilizes individual risk underwriting, loss control, and claims practices providing superior products and services to its customers. Berkley Select is a Berkley Company. W. R. Berkley, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. W. R. Berkley Corporation (NYSE: WRB). Responsibilities Evaluate (selection and pricing) and maintain (control) risk acceptability and profitability within the company’s underwriting guidelines and procedures for professional liability with a focus on Lawyer Professional Liability. Manage, maintain and develop good wholesale and...

Claims Analyst II Who we are? American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. We’re also committed to making a positive difference for our colleagues and in the communities where we work and live. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our Volunteer Time Off and Matching Grants Programs. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel...

Description Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & 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 Summary: As a C ommercial Portfolio Manager III– CSG Corporate Mortgage Finance , you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).    The CMFG Portfolio Manager III requires 5-10 years of relevant commercial credit experience preferably within corporate mortgage finance or other specialty finance industry; proven communication and collaboration skills and excellent organizational skills. Please Note: This position is open to remote or hybrid work. This position reports to the Portfolio Management Team Leader. In this role, as a Portfolio Manager III, you will be performing the following responsibilities: Portfolio Management:  Structure, underwrite, and close complex direct lend...