PORTFOLIO MANAGER SR/Team Lead - Orlando

Company: Firsthorizon
Location: Orlando
Posted on: May 28, 2023

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page:DescriptionAbout Us
First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.SummaryPortfolio Manager Senior - Team Lead is a player-coach role. The team is responsible for the underwriting and administration of a large portfolio of commercial loans. The portfolio consists primarily of C&I and secondarily of CRE credit facilities all over $5M in exposure. This position will lead and develop a team of three Portfolio Managers and three Credit Analysts while also personally managing a small loan portfolio. The position reports directly to the market president.Key Responsibilities Include

• Direct customer facing partner with the Relationship Manager (RM) on daily interactions of both new and existing customers. Portfolio Managers (PM) contribute to the development of profitable long term credit interactions that include in person customer calls, site visits, phone calls and emails. The PM should be a primary customer contact along with the RM.
• Prioritizes new credit requests and renewals for the team. Recommends appropriate credit structure and is expected to be an expert in policy and provide guidance on policy issues and risk ratings. Is expected to contribute and participate in client meeting with the credit risk approver and the RM.
• Leads the preparation of the credit approval packages, including working with and providing guidance to the Credit Analyst (CA) where necessary throughout the credit memo and approval systems. The CA is responsible for completing the credit memo and approval systems.
• Leads the legal documentation process, working with attorneys and/or internal loan closers. This also includes reviewing all draft and final legal documents to ensure final credit approval and documentation are the same.
• Monitors the portfolio for pending loan renewals, reporting requirements, past dues, documentation exceptions and the like to ensure that all requirements are met and exceptions cleared on a timely basis. This is also a shared responsibility of the CA.
• Partner and support the Senior Credit Officer and Senior Bank Management in achieving desired results of loan quality, profitability, and growth, while maintaining an overall satisfactory score for ongoing internal credit risk reviews.
• May have credit lending authority based upon past credit experience, market knowledge and commercial banking tenureQualifications Include
  • Bachelor's Degree required; Master's Degree in Business / Accounting / Finance preferred.
  • 3-5 years of experience required; 6-10+ years of experience preferred.
  • Possesses a strong understanding of the current business environment and the ability to take initiative utilizing developed problem-solving skills.
  • Ability and knowledge to mentor and develop less experienced Credit Analyst's, PM's and RM's.
  • Strong knowledge of credit policy and analytical abilities to be a resource on credit issues.
  • Prior credit authority is preferred.
  • Diverse experience in credit types.
  • Strong leadership skills.
  • Excellent written and verbal communication skills.
  • Goal and production oriented.
  • Strong relationship building skills
  • Must be organized and detail oriented.
  • Medical with wellness incentives, dental, and vision -Corporate Diversity Commitment:
    We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.#LI-JPEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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