Community Bank Portfolio Mgr II/III jobs in United States
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Synovus · 6 hours ago

Community Bank Portfolio Mgr II/III

Synovus is a financial institution that emphasizes managing credit risk within the Community Bank. The Community Bank Portfolio Manager II/III will oversee relationships with commercial customers, ensuring effective credit servicing, portfolio monitoring, and assisting with the renewal process.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Responsible for the ongoing credit servicing, portfolio management, problem loan identification, and remediation activities within the Community Bank for relationships with TSRE less than $5MM
Manages the renewal process in order to assist bankers
Assesses credit issues, performance and industry trends, appropriateness of structural terms and conditions and provides recommendations to improve structure and mitigate risks for renewals
Works closely with the Senior Manager to ensure proper implementation of policies, procedures, strategies, and process changes
Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required
Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals
Notifies community banker on these matters and interacts with the customer where necessary
Performs ongoing reviews of client performance, including industry research and peer comparisons, and initiates discussions with community bankers to ensure customers' positive operating performance and ability to meet their obligations
Notifies community bankers immediately of any deterioration in operating performance
Supports community bankers in working with large and/or complex Community Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers
Works with community banker associates to develop an assessment of client, competitor and industry risks and trends
Requires complete in-depth analysis of financial data and other information provided by the client, and supplemental analysis with research and evaluations from a wide variety of sources
Works with community bankers, agent bank officers, and bank attorney on the loan documentation and closing process for new large, complex credit facilities
Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring
Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures
Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review
Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager
Assists in the training and development of Community Banker Associate team members, and provides guidance and counsel to Community Portfolio Managers I as part of their ongoing growth
Each team member is expected to be aware of risk within their functional area
This includes observing all policies, procedures, laws, regulations and risk limits specific to their role
Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion
Performs other related duties as required

Qualification

Credit analysisPortfolio managementFinancial modelingMicrosoft ExcelCustomer serviceOral communicationWritten communicationOrganizational skillsTeamworkRelationship building

Required

Bachelor's Degree in Finance, Accounting, Business Administration or related discipline, or an equivalent combination of education and experience
Two (2) years experience as a Portfolio Manager I, or three (3) years of credit analysis or commercial banking experience
Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models
Strong oral and written communication skills
Strong customer service skills
Ability to understand the core competencies of a business and recognize deviation from those principals
Strong organizational skills
Ability to gather information and provide appropriate solutions
Ability to communicate effectively with potential, new, and established client groups
Ability to work in a group environment with a number of different individuals, both senior and junior
Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients
Ability to maintain confidentiality of secured information
Ability to work in a competing and demanding market
Ability to work in a goal focused team environment

Company

Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.

H1B Sponsorship

Synovus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M

Leadership Team

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Anne Fortner
Chief Credit Officer
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Blake Thrasher
Market President
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Company data provided by crunchbase