Talent.com
Portfolio Management Team Leader
Portfolio Management Team LeaderFirst Horizon • Winston-Salem, NC, United States
Portfolio Management Team Leader

Portfolio Management Team Leader

First Horizon • Winston-Salem, NC, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Location : Onsite at location listed in posting

SUMMARY

Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. The incumbent will provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for their assigned loan portfolio. Borrowers under the incumbent's management will typically have revenue over $30 million and can exceed $100 million. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of First Horizon's credit policy, processes and risk appetite are preferred. The incumbent must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.

Key Responsibilities Include

  • Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts
  • Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
  • Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
  • Completes regular monitoring of Market / LOB portfolio management reports, keeping Market / LOB leader apprised of portfolio management metrics and performance.
  • Leads commercial portfolio management meetings, including Market Asset Quality Meetings.
  • Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met.
  • Ensures 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 Include :

  • Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio.
  • Utilizes loan structuring, risk identification, and risk mitigation skills
  • Understands and applies the Bank's risk grading methodology and credit appetite
  • Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers.
  • Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
  • Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
  • Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
  • Qualifications Include

  • 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.
  • About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

    Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More FirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits
  • Follow Us Facebook

    X formerly Twitter

    LinkedIn

    Instagram

    YouTube

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    serp_jobs.job_alerts.create_a_job

    Team Leader • Winston-Salem, NC, United States

    Job_description.internal_linking.related_jobs
    Operations Director - Salisbury, NC - Relocation Assistance and Extensive Training Opportunities (SALISBURY)

    Operations Director - Salisbury, NC - Relocation Assistance and Extensive Training Opportunities (SALISBURY)

    JABIL CIRCUIT, INC • SALISBURY, North Carolina, US
    serp_jobs.job_card.part_time
    AI data center infrastructure customers.Based onsite at our new Salisbury, NC location.We are offering relocation assistance!. Please note : This role will require extensive travel to another Jabil s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Care Manager - LP (Rowan County)

    Care Manager - LP (Rowan County)

    Vaya Health • Salisbury, NC, United States
    serp_jobs.job_card.full_time
    Remote - must live in or near Rowan County, North Carolina.The position must live in North Carolina or within 40 miles of the North Carolina border. The Care Manager Licensed Professional ("Care Man...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Quant Audit Manager

    Quant Audit Manager

    Truist Inc • Winston-Salem, NC, United States
    serp_jobs.job_card.full_time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RN Clinical Manager - Home Health

    RN Clinical Manager - Home Health

    Adoration Home Health and Hospice • Salisbury, NC, United States
    serp_jobs.job_card.full_time
    Adoration Home Health and Hospice.Are you looking for a new leadership opportunity?.In this vital leadership role, you'll oversee high-quality, patient-centered care while supporting and mentoring ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel - MRI Tech

    Travel - MRI Tech

    Titan Medical Group • Lexington, NC, US
    serp_jobs.job_card.full_time
    WHEN YOU WORK FOR US, WE WORK FOR YOU\n.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Associate Director, Advancement Account Management and Marketing

    Associate Director, Advancement Account Management and Marketing

    Wake Forest University • Winston Salem, North Carolina, USA
    serp_jobs.job_card.full_time
    Please ensure all required documents are ready to upload before beginning your application including your resume cover letter and any additional materials specified in the job description.Cover Let...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Management Team Leader

    Portfolio Management Team Leader

    First Horizon Bank • Winston-Salem, NC, United States
    serp_jobs.job_card.full_time
    Onsite at location listed in posting.Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Cr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Assistant Branch Manager

    Assistant Branch Manager

    First National Bank of Pennsylvania • Salisbury, NC, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Leasing & Marketing Team Leader

    Leasing & Marketing Team Leader

    Cardinal Group Companies • Winston Salem, NC, US
    serp_jobs.job_card.full_time
    Leasing & Marketing Team Leader.As the Leasing & Marketing Team Leader, you are responsible for assisting the Community Manager in maintaining all aspects of property operations, but with a concent...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Manager, Commodity Management (onsite)

    Manager, Commodity Management (onsite)

    RTX • Winston Salem, North Carolina, USA
    serp_jobs.job_card.full_time
    HNC32 : US096-Winston-Salem (Oak Plaza 190 Oak Plaza Boulevard Winston-Salem NC 27105 USA.Person or Immigration Status Requirements : . Joining Collins Aerospace isnt just about finding a job; its ab...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Pilot Mountain, North Carolina, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Winston, North Carolina
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Accounts Payable Team Lead

    Accounts Payable Team Lead

    ZIEHL-ABEGG Inc. • Winston-Salem, NC, United States
    serp_jobs.job_card.full_time
    With over 100 years' accumulated experience, ZIEHL-ABEGG is the world leading fan and motor manufacturer.We are the proven leader in the fan and ventilation market, providing innovative and energy ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Finance Manager FP&A (Digital Business Services Support)

    Senior Finance Manager FP&A (Digital Business Services Support)

    British American Tobacco • Winston Salem, North Carolina, USA
    serp_jobs.job_card.full_time
    Reynolds American is evolving into a global multi-category business.Our purpose is to create A Better Tomorrow by Building a Smokeless World. To achieve our ambition we are looking for colleagues wh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Team Leader

    Team Leader

    H&R Block • Winston Salem, NC, US
    serp_jobs.job_card.full_time
    At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Finance Business Partner

    Finance Business Partner

    Biomerics • Winston-Salem, NC, United States
    serp_jobs.job_card.full_time
    Biomerics is a world-class manufacturer and innovative polymer solutions provider for the medical device and biotech industries. As a vertically integrated company, we specialize in designing, devel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Leasing & Marketing Team Leader

    Leasing & Marketing Team Leader

    Cardinal Group Career • Winston Salem, North Carolina, USA
    serp_jobs.job_card.full_time
    Leasing & Marketing Team Leader (Full-time Non-Exempt).Hourly Rate plus Benefits and Bonus eligibility.As the Leasing & Marketing Team Leader you are responsible for assisting the Community...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    PT - Outpatient

    PT - Outpatient

    Select Physical Therapy - Salisbury, NC - Select Medical • Salisbury, NC, United States
    serp_jobs.job_card.full_time
    Select Physical Therapy - Salisbury, NC - Select Medical.Prime HealthCare Staffing is currently seeking a travel Physical Therapist for a contract position located northeast out of Charlotte, NC.In...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted