1340 portfolio manager jobs found

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 **For related project experience to be considered, please include a project list of all program/project management experience. The project list should include project summary, role, and project timeframe/percentage of time dedicated to the project (i.e. November 2020 – October 2021, 50% of time). Failure to provide this documentation may result in disqualification. ** The P&C Results Delivery Office is seeking a Lead Portfolio Manager to join our dynamic team, where our vision is to be the catalyst for...

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Applications Accepted Through: 07/15/2025 Huntington expects to accept applications through at least the date above, and may continue to accept...

Description Summary:   The Problem Loan Portfolio Manager, Sr. is responsible for managing identified problem loans to determine credit worthiness, asses risk, and compliance with Bank lending policy. Duties & Responsibilities: Manages a portfolio of business customers in partnership with the relationship manager Supports Business Banking production by maintaining an individual pipeline of work Problem Loan Underwriting reviews all financial and credit application information to make sound credit decisions    Appropriately assess risk profile of borrower Tasks as needed to support the line of business and job family Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio Will work directly with the Team Leader, Relationship Managers, and Regional Credit Officers Conduct portfolio reviews with senior management Must function in the team...

Description Overview: Liberty Mutual Technology is in search of a seasoned Strategic Portfolio Manager to join our U.S. Retail Markets Technology Strategy & Planning team. This pivotal role involves steering our organization towards achieving its strategic objectives by optimizing portfolio management practices and ensuring effective governance of our technology initiatives. The Strategic Portfolio Manager will align technology efforts with business goals, drive continuous improvement, and enable consistent practices across the organization. This role provides a unique opportunity to lead and influence Liberty Mutual’s technology strategy within U.S. Retail Markets, ensuring alignment with business objectives while enhancing organizational efficiency. As a key leader, you will play a critical role in shaping a future-ready technology strategy that positions Liberty Mutual for sustained success. Key Responsibilities: 1. Strategic Portfolio...

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 Commercial Real Estate Portfolio Manager will help manage a portfolio of existing commercial real estate banking customer relationships as assigned by the commercial banking team leader or department manager.  The incumbent will have overall responsibility for the daily servicing of these commercial relationships, which involves...

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....

Position Title Portfolio Manager - Asset Based Lending   Location New York, NY 10018   Job Summary The ABL Portfolio Manager is responsible for the ongoing credit and relationship management of a portfolio of asset-based lending relationships. This role partners with Relationship Managers, Credit Officers, and Operational teams to assess risk, monitor collateral performance, and ensure compliance with loan agreements. The Portfolio Manager plays a key role in identifying risk trends, structuring amendments or renewals, and providing high-quality service to borrowers. Pay Range: $117,185 - $155,270 - $193,355   Job Responsibilities: Manage and monitor an assigned portfolio of ABL loans, ensuring compliance with credit approval terms, financial covenants, borrowing bases, and reporting requirements. Analyze borrower financials, collateral trends, borrowing base availability, and operational performance to assess credit risk and recommend appropriate actions....

Description The Commercial Portfolio Manager - Equipment Finance (PM) services, deepens, and retains assigned customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks.  This PM position will focus on analyzing, negotiating and structuring inbound customer modification and assumption requests.  In addition, the PM must have the ability to combine their industry, credit and business knowledge with an in-depth understanding of each customer’s current financial position to provide innovative and workable alternatives to solve problems the customer faces in their ongoing operations while also protecting the Bank’s interests. Duties and Responsibilities: Effective management of modification and...

Description Summary: The Commercial Portfolio Manager III - CIP will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area in a Commercial lending relationship, i.e. Syndications, Large Corporate or ABL. Duties & 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. 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...

Overview Guardian Life, a provider of employer benefits and insurance products to 29M people, is seeking a transformational leader to join our team as a Portfolio Manager for our Data, Analytics and AI Portfolio . The Data, Analytics & AI (D&AI) team plays a crucial role enabling informed decision making by bringing better visibility to business leaders and transforming operations by leveraging vast stores of data to make better and more automated decisions. The team oversees data lifecycle management, designs and executes data solutions to improve business visibility, and conducts advanced analytics to enable the business to operate more efficiently and effectively. We are a team of data analysts, data product owners, data engineers, data scientists, and most importantly, data-driven business leaders. Guardian is deeply committed to putting data and AI at the center of our strategy to drive efficiency, revenue growth, improved risk management, and better experiences...

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...

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 Allstate Investments manages approximately $66 billion of assets. Our goal is to provide sustainable, competitive, risk-adjusted investment returns and investment related services for the benefit of The Allstate Corporation. We attribute our successful track record in large part to the quality of our people. The size of the investment group exceeds 300 individuals across a variety of investment disciplines including fixed income, equities, private assets, commercial real estate, and derivative asset classes, as well as finance and...

Description Summary: The Commercial Portfolio Manager III - CIP will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area of Franchises within the commercial bank. Duties & 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. 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...

Description Summary: The Associate Director - Portfolio Manager -Sponsored Leverage Finance is responsible for the management of a portfolio of commercial loans within the Corporate, Specialty and Government Banking division.  Primary responsibilities include underwriting quality, portfolio monitoring and portfolio administration for an assigned portfolio.  The Associate Director-PM will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management and other product partners in optimizing customer relationships. Please note: Preferred locations are Columbus, OH, Detroit, MI, Chicago, IL or Charlotte, NC. 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...

Description Portfolio Manager- Trade & Working Capital Finance Portfolio Manager- Trade & Working Capital Finance provides analytical, portfolio management, underwriting and compliance management support within the Trade & Working Capital division of Global Advisory. Primary Job Responsibilities: Participate in the underwriting, monitoring and compliance management support primarily for receivable monetization- supply chain finance product line within the Trade & Working Capital division of Global Advisory. Primary focus will be underwriting large corporate credits and healthcare providers. Underwrite and present credit limits to approval authorities for corporates for use by Global Advisory. Own primary responsibility for the monitoring of commercial portfolio risks. The role will encompass both credit underwriting and portfolio management. Responsible for underwriting quality, portfolio...

Position Title Sr. Portfolio Manager   Location Houston, TX 77079   Job Summary A Portfolio Manager must be an analytical, organized individual with good verbal and written communication skills. This individual will be responsible for completing an in-depth analysis of commercial loan requests, as well as making recommendations based on analysis. Primary responsibilities include underwriting, approving, monitoring and maintaining the credit quality of a loan portfolio. Portfolio Managers maintain working relationships with the customers. Additional responsibilities include ordering and interpreting due diligence items (environmental, appraisal, inspections, front end construction analysis, etc.).   Job Responsibilities: Manage a portfolio of commercial accounts – typically 15-40 relationships. Maintain working relationships with customers and Agent Banks. Prepare Flagstar Approval Memos, Modifications and Portfolio Reviews (for new approvals, renewals, amendments,...

Position Title Sr. Portfolio Manager   Location Atlanta, GA 30305   Job Summary A Portfolio Manager must be an analytical, organized individual with good verbal and written communication skills. This individual will be responsible for completing an in-depth analysis of commercial loan requests, as well as making recommendations based on analysis. Primary responsibilities include underwriting, approving, monitoring and maintaining the credit quality of a loan portfolio. Portfolio Managers maintain working relationships with the customers. Additional responsibilities include ordering and interpreting due diligence items (environmental, appraisal, inspections, front end construction analysis, etc.).   Job Responsibilities: Manage a portfolio of commercial accounts – typically 15-40 relationships. Maintain working relationships with customers and Agent Banks. Prepare Flagstar Approval Memos, Modifications and Portfolio Reviews (for new approvals, renewals, amendments,...

Description Summary: The Commercial Portfolio Manager - Equipment Finance 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. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks.  Duties and Responsibilities: 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....

  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...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....