Portfolio Management Team Leader jobs in United States
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First Horizon Bank · 1 day ago

Portfolio Management Team Leader

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their potential. The Portfolio Management Team Leader will manage a team of Portfolio Managers and Credit Analysts, overseeing commercial lending portfolio management and ensuring credit quality and performance metrics are met.

BankingFinanceFinancial ServicesRisk Management
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H1B Sponsor Likelynote

Responsibilities

Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts
Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal
Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level
Completes regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance
Leads commercial portfolio management meetings, including Market Asset Quality Meetings
Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met
Ensures Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development
Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio
Utilizes loan structuring, risk identification, and risk mitigation skills
Understands and applies the Bank’s risk grading methodology and credit appetite
Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers
Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities
Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation
Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner

Qualification

Commercial underwritingPortfolio managementLoan structuringRisk identificationRisk mitigationFinancial analysisCustomer service skillsTypingGrammar skillsComputer skillsCommunication skillsOrganizational skillsTeam leadership

Required

Minimum 6 to 8 years of commercial underwriting and portfolio management experience
Bachelor's degree (or equivalent in work experience) required
Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects and clients
Strong written and oral communication skills
Strong organizational and customer service skills
Accurate typing, spelling and grammar skills
Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel

Benefits

Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match

Company

First Horizon Bank

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First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

H1B Sponsorship

First Horizon Bank 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 (36)
2024 (31)
2023 (15)
2022 (17)
2021 (19)
2020 (16)

Funding

Current Stage
Late Stage

Leadership Team

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Hope Dmuchowski
Chief Financial Officer
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Anthony J. Restel
Chief Banking Officer
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Company data provided by crunchbase