Portfolio Manager III
On-siteRaleigh, North Carolina, United States
Job Summary
Conduct credit assessments and manage loan covenants for commercial and retail banking portfolios. Collaborate with relationship managers to generate client solutions, structure deals, and negotiate transactions while maximizing penetration and returns. Monitor high-risk loans, ensure timely renewals, and provide financial analysis to maintain credit quality and protect bank assets. Lead team development through mentoring and coaching analysts and associates. Adhere to Know Your Customer rules, Bank policies, and federal regulations including the Bank Secrecy Act and Anti-Money Laundering Act. Requires 10+ years of portfolio management experience.
Required Qualifications
- more than 10 years of portfolio management experience
- Bachelor's degree in business, finance, or related field
- equivalent work experience
- Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related
- Intermediate knowledge of Bank operations, products and services
- related state and federal laws and regulations
- other Bank operational policies and procedures
- Excellent organizational and time management skills
- ability to work with minimal supervision
- Intermediate skills in computer terminal and personal computer operation
- mainframe computer system
- word processing
- spreadsheet
- specialty software programs
- Exceptional verbal, written and interpersonal communication skills
- ability to apply common sense to carry out instructions
- ability to instruct personnel
- Valid driver's license
- ability to stand
- walk
- sit
- use hands and fingers
- ability to work the hours and days required to complete the essential functions of the position, as scheduled
- Learning
- thinking
- concentration
- ability to exercise self-control
- ability to work in a customer relations' environment
- ability to pay close attention to detail
- ability to work as a member of a team
- ability to interact effectively with co-workers and customers
- ability to exercise self-control and diplomacy in customer and employee relations' situations
- ability to exercise discretion
- appropriate judgments when necessary
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