Franchise Finance - Specialty Banking Portfolio Manager III

Franchise Finance - Specialty Banking Portfolio Manager III

Atlanta, GA, USA

Posted Friday, April 24, 2026 at 6:00 AM

As a Specialty Banking Portfolio Manager III, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management, cross‑selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals.

Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients.

Additionally, Specialty Banking Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitoring client relationships for compliance with credit standards.

You will be asked to participate in community and business functions to ensure a positive image for the bank within the region’s marketplace industry and industry‑specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 8+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.

• MBA or certification in the field.
• 10+ years of relevant experience in specialty or commercial banking.
• Industry specific credit background.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

• Proficient in Microsoft PowerPoint, Word and Excel.
• Identify key relationships to achieve strategic goals and provide strong credit knowledge.
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
• Well developed and proven organizational skills with ability to utilize time efficiently.
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head‑neck‑shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
• Must be able to work overtime to the extent necessary.
• Must be able to work additional hours outside routine business hours to the extent necessary.
• Must be able to travel – estimated at 25% of the time.

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary,…