Trustmark Bank · 1 month ago
Middle Market and Corporate Banking Portfolio Manager I/II
US-AL-Birmingham
Full-time
Onsite
Mid, Senior Level
3+ years expTrustmark Bank is a financial institution seeking a Middle Market and Corporate Banking Portfolio Manager. This role is responsible for collaborating with Relationship Managers on deal structuring and underwriting, monitoring loan compliance, and promoting customer relations.
BankingFinanceFinancial Services
Responsibilities
Collaborating with Middle Market and Corporate Banking Relationship Managers on deal structure and underwriting efforts
Preparing a well written Loan Presentation and Deal Vetting Memoranda
Monitoring loan covenant compliance, financial exception reporting, and collateral exception reporting
Ensuring timely reviews and renewals of corporate loans
Accompanying the Middle Market and Corporate Banking Relationship Manager on development calls and attending client meetings and Credit Committee
Cross selling bank products and services
Assessment of credit quality and proper risk rating for Middle Market and Corporate Banking loan portfolio
Determination of data required for loan packages
Portfolio management decisions
Determination of which existing customers would be potential candidates for expanded services in collaboration with the Middle Market and Corporate Banking Relationship Manager
Practicing corporate portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, collateral analysis, past due notice management, etc
Working with Audit, Loan Review and the OCC as needed
Monitors loan compliance covenant, financial and collateral exceptions, and past dues
Makes joint calls with the Middle Market and Corporate Banking Relationship Managers to gather information for the client; goes on follow-up calls as needed
Promotes customer relations
Time management
Working with Middle market and Corporate Banking personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, loan structuring, loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, review loan documentation, engaging Counsel (if needed or required) with oversight from an experienced Corporate Portfolio Manager
Continue learning and assisting with monitoring loan covenant compliance, financial and collateral exceptions, and past dues
Qualification
Required
Bachelor's degree in Business, Finance, and Accounting related field, or equivalent experience
Minimum of three years (3) of corporate lending/credit experience
Experience with corporate, real estate or corporate lending risk analysis
Well-developed understanding of Corporate Lending and credit approval process as well as pertinent bank policies and external regulations
Detailed knowledge of credit analysis practice and procedure
Familiarity with products and services offered by financial services institutions
Effective oral and written communication skills
Excellent interpersonal skills
Developed decision making
Proven ability to build relationships
Time management/organization skills
Computer skills to include word processing and spreadsheet application
Effective analytical skills
Ability to interact with external and internal customers
Company
Trustmark Bank
Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.
1001-5000 employees
H1B Sponsorship
Trustmark 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
2023 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown1982-09-30IPO
Leadership Team
Duane Dewey
Chief Executive Officer
John Shuff
Divisional CFO - Credit & Bank Operations
Recent News
Business Wire
2026-01-16
2025-10-29
Company data provided by crunchbase