2157 portfolio manager jobs found

We are currently seeking a Project Portfolio Manager with effective communication and organizational skills. In this role, you will be responsible for overseeing the planning, development, and implementation of a Portfolio Management Office for a large organization. Project Manager Duties and Responsibilities Obtain thorough understanding of client needs and communicate those to the appropriate teams and organizations Develop and manage portfolio governance and processes Provide oversight and support to facilitate issue resolution and risk mitigation Quality assurance over program and project deliverables Develop, establish, and maintain standards and procedures for project management Submission and management of portfolio deliverables such as status, intake assets, health metrics and reports, project forecasts, etc. Measure, track, and evaluate health metrics and benefits at the portfolio level Coach and educate teams on portfolio management Project Manager...

Description: Newburyport Bank is a premier community bank in the Greater Seacoast looking to expand our team. If you are seeking an organization who treats customers, employees, and community members with respect, fairness, and an unwavering commitment to professional growth and development, apply now. We are hiring a Portfolio Manager (PM) to handle all aspects of commercial portfolio management as it relates to assigned portfolio loans together with attracting, developing and cross selling of other deposit and commercial banking relationships. The PM works with the Lender and Commercial Loan Administrator (CLA) to maintain high quality credit administration and risk management. Summary: The role of the Portfolio Manager (PM) is to handle all aspects of commercial portfolio management as it relates to assigned portfolio loans together with attracting, developing and cross selling of other deposit and commercial banking relationships in the greater Seacoast New...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Location: Myrtle Beach, SC, US, 29577 Company: United Bank The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration and credit quality of assigned portfolio working directly with Relationship Manager, Lenders and other stakeholders within the Bank. RESPONSIBILITIES: Responsible for the credit and monitoring of portfolio risks Working directly with Relationship Manager, Treasury Management and other team members to effectively grow fees, deposits, and portfolio revenue by presenting...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Location: Charleston, SC, US, 29401 Company: United Bank The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration and credit quality of assigned portfolio working directly with Relationship Manager, Lenders and other stakeholders within the Bank. RESPONSIBILITIES: Responsible for the credit and monitoring of portfolio risks Working directly with Relationship Manager, Treasury Management and other team members to effectively grow fees, deposits, and portfolio revenue by presenting...

River City Bank Sacramento, CA Description: Under general supervision, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure compliance with the loan agreement covenants. Employees in this job class handle routine to complex types of loans and retain current customers. Resolves a variety of customer problems and makes credit decisions within established lending limits. *New hires for the role of Portfolio Manager are eligible for a $5,000 sign-on bonus which will be dependent on (90) days of consecutive employment with satisfactory performance. Essential Functions Relationship Management/Portfolio Management Follows up on current credits to ensure compliance with terms and conditions, reviews collateral reports to ensure margin requirements are maintained, assesses transaction risk and assigns...

Description: Senior Portfolio Manager Reports to: Assistant Vice President or Vice President of Commercial Services This position proactively assists and provides support to assigned loan officers in their daily duties, with commercial loan application data-gathering on entities and individuals, analysis of corporate documents and collateral research in order to comply with all applicable state and federal banking regulations. The position also works with Credit Administration, Secured Lending, Compliance, Commercial Documentation, Loan Operations, Commercial Banking Platform Specialist and is responsible for the proper processing of complex loan transactions and documents for loans in the portfolio, the maintenance of loan files and records, and the preparation of various reports. In addition, the position communicates directly with appraisers, attorneys and title companies to coordinate loan documentation, and with loan customers both in person and over the phone. Assures...

·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Location: US-PA-Hatboro Job ID: 5751 Category: Commercial Banking Overview Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours. At Univest we invest in the success of our employees and customers. We offer our employees the ability to...

Servicon Systems, Inc. EEO Statement: Equal Employment Opportunity/M/F/disability/protected veteran status Servicon Systems is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Portfolio Manager US-TX-Fort Worth Job ID: 2023-4116 # of Openings: 1 Category: Operations Management Lockheed Martin - Fort Worth Overview For almost 50 years, Servicon has been the leading custodial solutions provider servicing the healthcare, aerospace, commercial, municipal, manufacturing, life science, and entertainment industries nationally. Our purpose is to elevate our industry and provide healthy environments in which people can thrive – this applies to the work we do for our clients and the environment we cultivate internally. We rally, we adapt, and we are not beholden to shareholders but rather to our...

Description: Portfolio Managers , assist and support our loan officers in their daily duties, with commercial loan application data-gathering, analysis of corporate documents and collateral research to stay in sync with all applicable state and federal banking regulations. The position works with Credit Administration, Secured Lending, Compliance, Commercial Documentation, Loan Operations, Product Innovation Commercial Specialist. Accurately process loan transactions and documents for loans in the portfolio, maintain loan documents and records, and prepare various reports. Contact appraisers, attorneys and title companies to coordinate loan documentation, and with loan customers. Below is a list of essential job functions. Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Develop a proven understanding and relationship with all customers, businesses and prospect opportunities of the loan officer(s) that will be assigned in...

Position Summary: In addition to managing the investment group for the Coconut Point office, this position manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors, and mitigates fiduciary and investment risk while retaining and growing client relationships Essential Functions and Duties: Portfolio Management. Manages client portfolios and administers client accounts within prescribed investment and fiduciary guidelines, governing documents, FineMark policies and procedures, and all applicable federal and state laws and regulations. Portfolio management...

United Bank United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. Location: North Chesterfield, VA, US, 23235 Company: United Bank Job Description The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration and credit quality of assigned portfolio working directly with Relationship Manager, Lenders and other stakeholders within the Bank. RESPONSIBILITIES: Responsible for the credit and monitoring of portfolio risks Working directly with Relationship Manager, Treasury Management and other team members to effectively grow fees, deposits, and...

Description: Compensation: $25 to $29 per hour DOE Benefits: Medical, dental and vision insurance is free for employee only coverage!! Everyone has the right to a quality, affordable home. At Community Roots Housing, this truth drives our work. By embracing community-led development and engaging in deep-rooted partnerships, we're fostering vibrant, equitable communities where everyone has access to safe, affordable and welcoming homes. Today, with nearly 50 apartment buildings – over 2,000 residents -- we continue our commitment to build community with and for people. We are a top performing, high-capacity not-for-profit corporation with an innovative portfolio throughout the Seattle area. Our buildings have won numerous awards from HUD, Urban Land Institute, Affordable Housing Finance Magazine, Future wise and other community development awards. We are intentional in our hiring processes, seeing it as a chance to interrupt the cycle of racial and economic injustice that...

Description: Compensation: $23 to $26 per hour Benefits: Premiums for medical, dental and vision coverage fully paid by the employer for employee only coverage. Employee pays for dependent coverage. Everyone has the right to a quality, affordable home. At Community Roots Housing, this truth drives our work. By embracing community-led development and engaging in deep-rooted partnerships, we're fostering vibrant, equitable communities where everyone has access to safe, affordable and welcoming homes. Today, with nearly 50 apartment buildings – over 2,000 residents -- we continue our commitment to build community with and for people. We are a top performing, high-capacity not-for-profit corporation with an innovative portfolio of nearly 50 buildings throughout the Seattle area. Our buildings have won numerous awards from HUD, Urban Land Institute, Affordable Housing Finance Magazine, Future wise and other community development awards. We are intentional in our hiring...

Description: Compensation: $26 to $28 per hour $1,000 signing bonus paid out over the first year of employment !! Benefits: Premiums for medical, dental and vision coverage fully paid by the employer for employee only coverage. Employee pays for dependent coverage. Everyone has the right to a quality, affordable home. At Community Roots Housing, this truth drives our work. By embracing community-led development and engaging in deep-rooted partnerships, we're fostering vibrant, equitable communities where everyone has access to safe, affordable and welcoming homes. Today, with nearly 50 apartment buildings – over 2,000 residents -- we continue our commitment to build community with and for people. We are a top performing, high-capacity not-for-profit corporation with an innovative portfolio of nearly 50 buildings throughout the Seattle area. Our buildings have won numerous awards from HUD, Urban Land Institute, Affordable Housing Finance Magazine, Future wise and...

Who We Are For over 35 years, Resources for Community Development (RCD) has been a leading regional nonprofit developer and owner of affordable housing. RCD's mission is to create and preserve affordable housing for people with the fewest options, to build community, and enrich lives. RCD fosters strong, inclusive neighborhoods through strategies that address the health, economic development, education, and housing needs of residents across the community. As an employer, RCD offers a collegial, respectful, diverse, and inclusive work environment with generous benefits. We take pride in being able to bring our full selves to our work, value work-life balance, and prioritize the growth and development of our employees. We are comprised of a dynamic and high-achieving team of residents, communities, staff, and Board who are helping to meet the demand in the Bay Area for affordable housing. What I really love about RCD is how much positive impact we have in people's...

Overview of Teach Plus Teach Plus is a national nonprofit whose mission is to empower excellent, experienced, and diverse teachers to take leadership over key policy and practice issues that advance equity, opportunity, and student access. The Teach Plus team exists to breathe life into the Student Opportunity Mandate: All students should have the opportunity to achieve their potential in an education system defined by its commitment to equity, its responsiveness to individual needs, and its ability to prepare students for postsecondary success. At the heart of our work is advocacy for collective impact beginning with classroom teachers.    What We Do At Teach Plus, we believe in equity-driven teacher leadership. When we invest in developing our most talented teachers into teacher leaders who are well-informed, persuasive, and prepared to lead, they have deep leverage in advancing equity for students, especially for students of color, low-income students, and those...

Position Title: Senior Program Manager for Energy and Building Systems Grade: Department: Maintenance and Facilities Reports To: Director of Operations or his/her designee FLSA Status: Exempt UNION: Non-Unio Summary The primary purpose of this position is to perform technical, mechanical, administrative and supervisory work in the Maintenance and Facilities department of the Cambridge Housing Authority (“CHA”). The incumbent supervises the implementation and management of the complete energy program, prepares work write-ups and specifications of bid documents, and develops, implements and monitors the preventative maintenance program. The incumbent will provide energy management...