Top 5 Portfolio manager Jobs in Chattanooga Tn

Portfolio Manager
SmartBank —Chattanooga, TN
- Full-time
- Sales
- Mid-level
- Office

Check out these similar jobs

Based on your search for portfolio manager jobs.

Portfolio Manager
SmartBank —Chattanooga, TN
Bachelor’s degree in business-related field preferred or applicable experience. Aged Financial Exceptions (>90 days): 5% of total exceptions.

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Portfolio Manager, International Equity
State Teachers Retirement System of Ohio —Columbus, OH
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio’s investment strategies with a goal of meeting the long-…
$238,950 - $286,740 a year
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
9d

Show more jobs in cities nearby

I want to receive the latest job alert for portfolio manager in chattanooga tn

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio manager jobs near chattanooga tn

Portfolio Manager jobs in Chattanooga, TN

Portfolio Manager jobs in San Mateo, CA

Portfolio Manager jobs in San Francisco, CA

Portfolio Manager jobs in Smyrna, GA

Project Manager jobs in Washington, DC

Portfolio Manager jobs in Burlingame, CA

Junior Project Manager jobs in Boston, MA

Portfolio Manager

SmartBank -
Chattanooga, TN

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Customer relationship building
Sales
Workflow management (operations management method)
Business development experience
Customer relationship management

Full Job Description

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.

Major Duties and Responsibilities:

Core Values & Culture Commitment:

Uphold SmartBank Core Values and Core Purpose.
Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart.

Loan Renewal & Portfolio Management

Lead and manage the loan renewal process for assigned Relationship Managers (RMs)
Maintain a proactive approach to all upcoming maturities using the 30‑60‑90 day maturing report.
Confirm upcoming renewals versus payoffs in partnership with each RM.
Create renewal records in nCino, ideally at least 60 days prior to maturity.
Actively manage all financial exceptions, with priority given to items 90 days or older.
Coordinate with RMs to clarify responsibility for customer outreach related to financial reporting or documentation.
Manage and monitor Earl Whaley insurance reports, with emphasis on past-due items and avoidance of forced‑placed insurance.
45 days prior to maturity.
Maturity Review Coverage (30‑60‑90): 100% of loans reviewed with renew or payoff decision.
Past Due Renewals: 0 loans maturing without a renewal or documented payoff.
45 days from identification to completion

Credit and Review Support

Update and upload financials, spreads, and covenant compliance information, providing RMs with timely status updates.
Complete initial preparation for annual reviews, ensuring accuracy and completeness of required documentation.
30 days before due date.

Financial Exceptions & Covenant Compliance

Aged Financial Exceptions (>90 days):

5% of total exceptions.
90% resolved within 30 days.
95% accurate identification and reporting.
95% completed by internal deadlines.

Insurance & Risk Monitoring

Forced‑Placed Insurance Events: 0 attributable to PM action or inaction.
95% resolved within 15 days.
30 days.

Client Servicing & Support

Assist with need-based inquiries (including Treasury Management, account questions, loan draws, etc.) and direct them to the appropriate internal partner.
Support opening and servicing commercial and private banking accounts, including coordination with Retail when needed.
Provide operational support with wires, ACH, mobile deposit, online banking as needed.
Support the completion of annual account and Treasury Management reviews.

General Responsibilities

Participate in regular weekly meetings with relevant team members to communicate priorities and action items.
Perform additional duties as assigned related to loan process management or client servicing.

Position Requirements and Qualifications:

Education:

Bachelor’s degree in business-related field preferred or applicable experience.

Knowledge, Skills, and Abilities:

Excellent customer service and interpersonal skills.
Ability to apply knowledge and sound judgment in decision-making using established guidelines.
Strong written and oral communication skills.
Detail oriented and ability to function in a team environment.
Demonstrates ability to maintain a positive attitude.
High level of integrity.
Able to maintain regular and predictable attendance.
Must possess the ability to handle multiple tasks simultaneously, with frequent interruptions.
Must be able to able to prioritize and organize daily workflow.
Strong relationship management and business development/sales skills.
Thorough knowledge of bank products and services.

Work Conditions:

Able to routinely stand, sit, bend and stoop.
Frequently and regularly required movements using wrists, hands, and/or fingers.
Average, ordinary, visual acuity necessary to prepare and inspect documents or products and operate machinery.
Ability to hear average or normal conversations and receive ordinary information.
May be required to travel to training sessions or meetings.

Apply Now

Refine Your Search

portfolio manager jobs in chattanooga tn

Portfolio Manager

Check out these similar jobs

Explore jobs in cities nearby

I want to receive the latest job alert for portfolio manager in chattanooga tn

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected