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Portfolio Manager Team Lead - Specialized Industries
Job in
Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listed on 2026-01-06
Listing for:
First Horizon Corp.
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Portfolio Manager -
Management
Risk Manager/Analyst, Portfolio Manager
Job Description & How to Apply Below
On site at office locations within the bank's footprint
SUMMARY
The Portfolio Management Team Lead:
Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio.
Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate 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 portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance.
* Leads commercial portfolio management meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met.
Portfolio Management
Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfolio management of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* 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 years of corporate or commercial underwriting and portfolio management experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear 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.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* 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
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 -
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