Portfolio Manager jobs in United States
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FirstBank · 8 hours ago

Portfolio Manager

FirstBank is a financial institution seeking a Portfolio Manager to provide loan credit administration support across multiple lending functions. The role involves managing construction loans, interfacing with clients, and ensuring compliance with banking policies and regulations.

BankingFinanceFinancial Services

Responsibilities

Inputs construction loans into construction management system in accordance with credit approval and budget
Manages construction draw process based on percentage of completion
Interfaces with RMs, RMAs, and customers to properly service construction loans
Post payments, draws and principal reductions
Loan account research
General loan questions/research
Resolve day-to-day operational issues
Develop and maintain a comprehensive knowledge of the Bank’s core system & Built Construction management system
Assist in project initiatives by performing necessary research
Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Qualification

Loan documentation knowledgeConstruction management systemMicrosoft Office SuiteBanking experienceCustomer serviceEthical behaviorAttention to detailTeamworkCommunication skills

Required

High School diploma or equivalent
2+ years of experience in banking or similar field
Proficient in Microsoft Office Suite, Outlook and other similar applications
Demonstrated working knowledge of loan documentation and document retention
Demonstrated commitment to accuracy and attention to detail
Good organizational skills
Strong attention to detail with ability to multi-task
Ability to work efficiently as a member of a team or alone
Strong verbal and written communication skills
Ability to provide a positive experience for customers and act in a professional manner
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
Understand and comply with bank policy, laws, regulations as applicable to your job duties
Complete compliance training and adhere to internal procedures and controls
Report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Preferred

College degree or coursework in finance or related studies is a plus
Construction experience preferred

Company

FirstBank

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FirstBank, a wholly owned subsidiary of FB Financial Corporation (NYSE: FBK), has approximately $16.2 billion in total assets.

Funding

Current Stage
Public Company
Total Funding
$157.62M
2025-01-22Acquired
2017-06-09Post Ipo Equity· $157.62M
2016-09-16IPO

Leadership Team

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Christopher Holmes
President and Chief Executive Officer
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Michael Mettee
Chief Operating Officer
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Company data provided by crunchbase