Portfolio Manager III

Huntington

Charlotte, NC, United States2w ago

Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.

Key details

Location
Charlotte, NC, United States
Work style
Remote
Level
Lead / Staff+
Job type
Full-time
Experience
12–15 yrs
Function
Finance & Accounting
Focus area
other
Posted
2w ago

Skills

derivativesmicrosoft officesegmentunderwriting

About the role

Description

Summary:

The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.

Duties & Responsibilities:

  • Owns primary responsibility for the credit and monitoring of Commercial portfolio risks.
  • Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer.
  • As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
  • Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc.
  • Manages a portfolio of commercial customers in partnership with the relationship manager.
  • Will have regular contact with and a  visible role in managing the customer relationship along with the relationship manager assigned to the account
  • .Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
  • Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.
  • Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio.
  • Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio.
  • Will work directly with the Team Leader, Relationship Managers, Regional CRE Management, and Regional Credit Officer.
  • Work with RM on Loan Closings.
  • Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee.
  • Conduct portfolio reviews with senior management.
  • Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line.
  • Participation in special projects is expected.
  • Work with and mentor Credit Analysts to develop required competencies and experience.
  • Prioritize work to meet customer expectations.
  • Analysis of existing portfolio to identify trends and opportunities.
  • Maintain up-to-date knowledge of market/industry trends.
  • Product Knowledge:  Knowledgeable about the various  commercial cross-sell products, which may have credit exposure including but not limited to foreign exchange, commodities, interest rate derivatives, treasury management, and commercial cards.
  • Technology: Effective utilization of IT systems that support the Commercial Segment. Systems include; CLOS, PMTS, MAX, CARS, MS Office Suite, RETS, AFS, etc.


Basic Qualifications:

  • Bachelor's degree
  • 12+ years CRE related experience


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Get jobs like this as soon as they're posted

JobSuited checks company career sites all day and ranks every opening against your profile. Free to join.

Create a free account