Portfolio Manager jobs in Longview, TX
The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Portfolio Manager jobs
Commercial Portfolio Manager II
- Origin Bank
-
Longview, TX
FULL_TIME
-
Origin Bank is seeking a Commercial Portfolio Manager II to join our team in Longview, TX!Summary:Daily management of assigned commercial loan relationships for Commercial Relationship Banker’s (CRB’s), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties.Duties and Responsibilities include the following:
- Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
- Provides strong levels of support with minimum supervision to CRB’s and the entire lending team on commercial relationships.
- Ensures compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions.
- Coordinates credit underwriting process and preparation of credit approval packages.
- Monitors loan agreement covenants and borrowing base compliance, and report exceptions.
- Ensures ongoing timely receipt of financial information consistent with bank policy.
- Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established.
- Assists in drafting loan agreements, term sheets, commitment letters, and closing instructions to counsel, as requested by CRB’s.
- Identifies and follows up on specific leads offering business development opportunities, promoting the bank’s services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting.
- Maintains an active role in community affairs by participation in community organizations/projects to improve the bank’s visibility in the area and offer further opportunity to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:- Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of three to five years credit analysis and/or lending experience or until candidate has achieved a level of proficiency where minimal guidance from CRB’s and/or Management is required to perform outlined Duties and Responsibilities; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience.
- Advanced knowledge of credit policies, procedures and terminology preferred.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Please visit our Origin Bank Careers page to review the job description in its entirety.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law. - 2 Months Ago
Commercial Portfolio Manager II (FT)
- Origin Bank
-
Longview, TX
FULL_TIME
- Origin Bank is seeking a Commercial Portfolio Manager II to join our team in Longview, TX!Summary:Daily management of assigned commercial loan relationships for Commercial Relationship Banker’s (CRB’s...
- 1 Day Ago
Portfolio Manager – Smith County Region
- Austin Bank
-
Tyler, TX
FULL_TIME
- ESSENTIAL DUTIES AND RESPONSIBILITIES: This position includes the following duties and responsibilities: Employee is responsible to understand and comply with regulatory requirements for financial tra...
- 1 Month Ago
Program Coordinator
- Portfolio Resident Services
-
Jacksonville, TX
PART_TIME
- Are you looking for a part-time job that you can sink your ‘heart’ into? Would you like to work a flexible schedule? Would you like to earn up to $18 per hour? 8 hours a week? As a Program Coordinator...
- 23 Days Ago
Program Coordinator
- PORTFOLIO RESIDENT SERVICES INC
-
Jacksonville, TX
FULL_TIME
- Are you looking for a part-time job that you can sink your ‘heart’ into?Would you like to work a flexible schedule?Would you like to earn up to $18 per hour? 8 hours a week?As a Program Coordinator, y...
- 25 Days Ago
Manager
- Ampler Burgers
-
Crockett, TX
FULL_TIME
- Burger King Assistant ManagerThe Assistant Manager (AM) supports the Restaurant General Manager in ensuring delivery on guest satisfaction through managing the daily operations of a single restaurant....
- 8 Days Ago
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0 Portfolio Manager jobs found in Longview, TX area
Construction Project Superintendent - Multi-Family
- Murdoch Contracting LLC
-
Longview, TX
- Job Description Job Description The Construction Project Superintendent is responsible for planning, tracking, and overs...
- 4/16/2024 12:00:00 AM
Construction Project Superintendent - Multi-Family
- Murdoch Contracting LLC
-
Tyler, TX
- Job Description Job Description The Construction Project Superintendent is responsible for planning, tracking, and overs...
- 4/16/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Tyler, TX
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/16/2024 12:00:00 AM
Client Service Advisor
- Wealth Planning Advisors, Inc.
-
Tyler, TX
- Job Description Job Description A fast-moving, well-established financial services practice in Tyler, Texas is actively ...
- 4/15/2024 12:00:00 AM
Portfolio Manager - Smith County Region
- Austin Bank
-
Tyler, TX
- ESSENTIAL DUTIES AND RESPONSIBILITIES: This position includes the following duties and responsibilities: Employee is res...
- 4/14/2024 12:00:00 AM
Supervisory Internal Revenue Agent (12 month roster) AMENDED
- Department Of The Treasury
-
Tyler, TX
- Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
- 4/14/2024 12:00:00 AM
Client Service Advisor
- Wealth Planning Advisors, Inc.
-
Tyler, TX
- Job Description Job Description A fast-moving, well-established financial services practice in Tyler, Texas is actively ...
- 4/13/2024 12:00:00 AM
Accountant
- Tyler Junior College
-
Tyler, TX
- Description The Accountant is a full-time, 12-month position responsible to the Controller. The Accountant is responsibl...
- 4/13/2024 12:00:00 AM
About Longview, Texas
Longview is the forty-fifth largest city in the state of Texas. The city is mostly located in Gregg County, of which it is the county seat; a small part of Longview extends into the western part of neighboring Harrison County. Longview is located in East Texas, where Interstate 20 and U.S. Highways 80 and 259 converge just north of the Sabine River. According to the 2010 U.S. census, the city had a population of 80,455. The estimated population in 2017 was 81,522. Longview is the principal city of the Longview metropolitan statistical area, comprising Gregg, Upshur, and Rusk counties. The popu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$104,920 to $145,429
Longview, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago