Franchise Finance - Specialty Banking Portfolio Manager

Franchise Finance - Specialty Banking Portfolio Manager I

Georgia, USA

As a Specialty Banking Portfolio Manager I, you will support Specialty Banking business development and senior Portfolio Managers on the identification of prospects and referrals on a national and regional basis; and coordination of marketing efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management and senior Portfolio Managers with profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management.

Must become knowledgeable of the Bank’s lending, depository, treasury management, merchant services, wealth, trust, etc. groups and products for both new and existing bank clients. This position will assist in the review and structuring of large complex transactions, help present deals to credit officers, and help your team negotiate credit terms. Also, you will underwrite on pre‑screen memos and loan presentations.

Additionally, the PM I will assist the Managing Directors and Senior Portfolio Managers by ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and new relationships. Specialty Portfolio Manager I's are also 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 monitor client relationship 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.

Minimum Requirements:

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 2‑3+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.

Desired

Qualifications:

• MBA or certification in the field.
• 3‑5+ years of relevant experience in specialty or commercial banking.
• Industry specific credit background.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

Skills and Abilities:

• Proficient in Microsoft PowerPoint, Word and Excel.
• Identify key relationships to achieve strategic goals and provide credit knowledge.
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades internal partners or existing 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.

Benefits:

• 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 perform physical tasks such as pushing, pulling, bending, twisting, raising, and turning as needed.
• 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 15% of the time.

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