KnoxvilleRecruiter Since 2001
the smart solution for Knoxville jobs

Portfolio Manager (Private Client Banking)

Company: First Horizon Bank
Location: Knoxville
Posted on: October 11, 2021

Job Description:

This opportunity is within our Private Client Banking group.

This position will be responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions.  Partners with Relationship Managers to finalize credit package terms; independently prioritizes requests, provides guidance on risk and risk ratings, recommends credit structure, prepares proposals and evaluates alternative credit structures.  Contributes to the development of profitable long term credits.

Responsibilities

- Proactively identifies portfolio weaknesses / trends and alerts management to deteriorating portfolio conditions.
- Independently prioritizes between new credit requests and renewals; provides initial risk rating and recommends appropriate credit structure; provides guidance on policy issues and risk ratings.
- Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions, customer meetings, discuss alternative credit structures, and clarify any questions.
- Interacts with clients during due diligence and partners with RM as part of "team" to finalize credit package terms and documentation on transactions.
- Leads the legal documentation process; Meets individual and team production goals.

Requirements

- Bachelors Degree with 8-10 years experience required or equivalent in work experience;  10+ years experience preferred.
- Possesses an understanding of the current business environment; superior credit knowledge; expertise in credit policy and analytical abilities; Goal and production oriented; strong relationship building skills; ability to take initiative using strong problem solving skills; knowledge level to be an independent resource on credit issues.

 

 

Keywords: First Horizon Bank, Knoxville , Portfolio Manager (Private Client Banking), Other , Knoxville, Tennessee

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Tennessee jobs by following @recnetTN on Twitter!

Knoxville RSS job feeds