Top 11 Underwriting manager Jobs in Charleston, Sc

Vice President-Portfolio Manager
SouthStar Capital —Mount Pleasant, SC
- 7 years
- Office
- Finance
4d
Commercial Portfolio Manager
South State Bank —Charleston, SC
- Full-time
- Microsoft Word
- Customer service
- Research
- On-the-job training
Vice President-Portfolio Manager
Southstar Capital LLC —Mount Pleasant, SC
- 7 years
- Office
- Finance
Quick Apply
Personal Lines Account Manager
Anderson Insurance Associates, Inc. —Charleston, SC
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Agency Relations Manager
Safepoint MGA, LLC —Charleston, SC
- Full-time
- Marketing
- Computer literacy
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Account Manager- Commercial Insurance
Insurance Office of America, Inc. —North Charleston, SC
- $45,000 - $75,000 a year
- Full-time
- Mid-level
- Leadership
- 2 years
- Paid holidays
- Health insurance
Quick Apply

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Commercial Portfolio Manager
South State Bank —Charleston, SC
Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis…
Vice President-Portfolio Manager
SouthStar Capital —Mount Pleasant, SC
Strong understanding of credit principles, risk analysis, invoice finance, and collateral management. Bachelor’s degree in finance, Business, Accounting, or…
4d

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Operations Manager
UNION SAVINGS BANK —Columbus, OH
Act as liaison between sales, processing and underwriting teams. Work closely with underwriters and pipeline manager to ensure contract dates are met.
Quick Apply
13d
Personal Lines Account Manager
Quest Financial and Insurance Services —Lancaster, OH
Active Ohio Property & Casualty insurance license (or ability to obtain one). Highly effective Time Management -planning, prioritizing and using tools.
$52,000 - $65,000 a year
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Vice President-Portfolio Manager

SouthStar Capital -
Mount Pleasant, SC

Apply Now

Job Details

4 days ago

Qualifications

Customer communication
Customer relationship building
Customer relationship management
Corporate finance analysis experience in risk and credit
Debt risk assessment
Financial data analysis tools
Excel data analysis

Full Job Description

Vice President - Portfolio Manager Factoring Company

Position Overview

The Portfolio Manager oversees a portfolio of factoring clients to ensure strong credit quality, healthy portfolio performance, and exceptional customer service. This role is responsible for managing daily risk, monitoring client activity, analyzing financial and credit data, and ensuring compliance with company policies. The ideal candidate is analytical, detail-oriented, and skilled at building strong client relationships while protecting the company’s capital.

Key Responsibilities

Portfolio Management & Risk Oversight

Manage the portfolio management team and portfolio of factoring clients, ensuring appropriate risk levels and adherence to credit limits.
Monitor debtor creditworthiness, aging reports, concentration risk, and client financial health.
Review and approve funding requests within assigned credit authority.
Identify early warning signs of credit deterioration and take preemptive action.

Client Relationship Management

Ensure timely responses to client requests across the team and manage an escalation process to address and resolve issues promptly.
Build and maintain strong relationships with clients while promoting responsible financial management.
Guide clients on invoice submission, dispute resolution, and best practices.

Operational & Financial Analysis

Ensure Account Managers.
- Conduct ongoing analysis of client financials, borrowing base availability, and payment trends
- Review and resolve invoice disputes, chargebacks, and exceptions.
- Prepare periodic portfolio reports, risk summaries, and performance metrics for management.
Act as the ultimate decision maker in client disputes, client escalation issues, and Account Debtor credit limits.

Training

Provide ongoing training and professional development for Account Managers and staff on core subjects and newly introduced initiatives

Cross-Functional Collaboration

Collaborate with underwriting, operations, collections, and sales teams to support portfolio quality.
Coordinate with legal and compliance teams on contract issues or risk events.
Assist in onboarding new clients and transitioning accounts into active portfolios.
Participate as a member of the Credit Committee to evaluate and make decisions on prospective client credit opportunities.

Compliance & Policy Adherence

Maintain complete and accurate account records in accordance with company policies and regulatory requirements.
Uphold anti-fraud procedures and ensure proper due diligence for all transactions.

Qualifications

Required

Bachelor’s degree in finance, Business, Accounting, or related field (or equivalent experience).
7–10 years of experience in factoring, asset-based lending (ABL), commercial lending, or credit analysis.
Strong understanding of credit principles, risk analysis, invoice finance, and collateral management.
Excellent communication, customer service, and relationship‑building skills.
Proficiency with Excel and financial analysis tools.

Preferred

Experience using Factoring or ABL portfolio systems (e.g., Factor Soft, Hub Tran, Jack Henry, or similar).
Industry-specific knowledge (e.g., transportation, staffing, manufacturing).
Familiarity with UCC filings, lien searches, and commercial credit bureaus (e.g., D&B, Experian).
Background in underwriting and credit approval

Key Competencies

Analytical Thinking: Ability to assess financial and credit data accurately and legal considerations.
Risk Awareness: Skilled at identifying and mitigating portfolio risks. Know when to elevate.
Detail Orientation: Ensures accuracy in documentation and funding.
Customer Focus: Delivers a high level of customer service while enforcing credit discipline.
Decision-Making: Confident in making timely, sound credit decisions.
Training & leadership: Ability to train and lead the operations team in core competencies and industry developments.

Location: Charleston, South Carolina

Apply Now

Refine Your Search

underwriting manager jobs in charleston, sc

Vice President-Portfolio Manager

Commercial Portfolio Manager

Vice President-Portfolio Manager

Personal Lines Account Manager

Agency Relations Manager

Account Manager- Commercial Insurance

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