Middle Market and Corporate Banking Portfolio Manager I​/II

Middle Market and Corporate Banking Portfolio Manager I/II

Join to apply for the Middle Market and Corporate Banking Portfolio Manager I/II role at Trustmark Bank
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The Middle Market and Corporate Banking Portfolio Manager collaborates with Relationship Managers on deal structure and underwriting. Responsibilities include preparing loan presentations and deal vetting memoranda, monitoring loan covenant compliance and financial exception reporting, and ensuring timely reviews and renewals of corporate loans. The role also involves accompanying Relationship Managers on development calls, attending client meetings and Credit Committee meetings, and cross‑selling bank products and services.

• Assessment of credit quality and proper risk rating for the loan portfolio.
• Determination of data required for loan packages.
• Portfolio management decisions.
• Identification of existing customers as potential candidates for expanded services in collaboration with Relationship Managers.
• Application of corporate portfolio management skills: project analysis, loan underwriting, risk analysis, packaging and presentation, collateral analysis, past‑due notice management.
• Interaction with Audit, Loan Review and OCC as needed.
• Monitoring loan compliance covenants, financial and collateral exceptions, and past dues.
• Joint client information calls and follow‑up calls with Relationship Managers.
• Promotion of customer relations.

• Time management.
• Day‑to‑day collaboration with Middle Market and Corporate Banking personnel to learn fundamentals of loan portfolio management, structuring, underwriting and risk analysis.
• Assistance in monitoring loan covenant compliance, financial and collateral exceptions, and past dues.
• Repeat responsibilities from the Level I section (assessment, data determination, portfolio decisions, candidate identification, application of skills, audit interaction, monitoring, joint calls, customer relations).

• Bachelor’s degree in Business, Finance, Accounting or related field, or equivalent experience.
• Minimum of three years of corporate lending/credit experience.
• Experience with corporate, real estate or corporate lending risk analysis.
• Well‑developed understanding of corporate lending and credit approval processes, bank policies and external regulations.
• Detailed knowledge of credit analysis practice and procedure.
• Familiarity with products and services offered by financial services institutions.
• Effective oral and written communication skills.
• Excellent interpersonal skills.
• Developed decision‑making abilities.
• Proven ability to build relationships.
• Time management and organization skills.
• Computer skills including word processing and spreadsheet applications.
• Effective analytical skills.
• Ability to interact with external and internal customers.

• Minimum of five years of corporate lending/credit experience.
• Fully developed understanding of corporate lending and credit approval processes, bank policies and external regulations.
• Strong oral and written communication skills.
• Strong analytical skills.
• Experience with corporate, real estate or corporate lending risk analysis.
• Comprehensive knowledge of credit analysis practice and procedure with understanding of complicated credit structures.
• Familiarity with products and services offered by financial services institutions.
• Excellent interpersonal skills.
• Developed decision‑making abilities.
• Proven ability to build relationships.
• Time management and organization skills.
• Computer skills including word processing and spreadsheet applications.
• Strong analytical skills.
• Ability to interact with external and internal customers.

Physical Requirements /

Working Conditions:

Must be able to sit for long periods of time and use computer keyboard and/or mouse while viewing computer screens.

Note:

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Not Applicable

Full‑time

Sales and Business Development

Industries:
Banking