Top 13 Portfolio manager Jobs in Fairfield County Ct

VP Commercial Lending Portfolio Manager I
Union Savings Bank - CT —Danbury, CT
- Hybrid work
- Office
- Business development
- Bachelor's degree
Sr. Manager Brand and Portfolio Strategy
Philip Morris International U.S. —Stamford, CT
- $176,000 - $220,000 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
- Commuter assistance
- Health insurance
High Yield Portfolio Manager
Progressive —Stamford, CT
- $250,000 - $325,000 a year
- 5 years
- Master's degree
- Presentation skills
- Health savings account
- Disability insurance
Associate, Product Structuring
Bridgewater Associates —Westport, CT
- $135,000 - $215,000 a year
- Hybrid work
- Mid-level
- Office
- Master's degree
Portfolio Manager - Vice President
iCapital —Greenwich, CT
- $160,000 - $220,000 a year
- Full-time
- 7 years
- Office
- Senior level
- Dental insurance
- Paid time off
9d
Senior Manager IT Strategy & Portfolio
Philip Morris International U.S. —Stamford, CT
- $203,000 - $253,000 a year
- Full-time
- Office
- US work authorization
- Experience equivalent to degree accepted
- Commuter assistance
- Health insurance
Portfolio Manager, Inventory Finance
Mitsubishi HC Capital America Inc —Norwalk, CT
- $70,000 - $97,800 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Office
- Health insurance
- Dental insurance
Quick Apply
VP Asset Backed Securitization Portfolio Management
Citizens Financial Group —Stamford, CT
- $175,000 - $200,000 a year
- Overtime
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
3d
Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President
iCapital —Greenwich, CT
- $155,000 - $175,000 a year
- Full-time
- 6 years
- Research
- Office
- Dental insurance
- Paid time off

More jobs to discover

Find similar jobs that you might be interested in.

Sr. Manager Brand and Portfolio Strategy
Philip Morris International U.S. —Stamford, CT
Deep expertise in consumer segmentation, performance spaces, portfolio strategy, and growth planning, with a proven track record of turning insights into…
$176,000 - $220,000 a year
Sr. Manager, Financial Planning (HS B2B Planning)
LG Electronics —Englewood Cliffs, NJ
Drive the development and implementation of our businesses' visions, strategies, and long-term strategic priorities. Bilingual (English / Korean) is preferred.
$138,000 - $158,000 a year
Quick Apply
3d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Portfolio Manager 2 - Commercial Admin Total Bank
WesBanco Bank, Inc. —Columbus, OH
Previous formal credit training or proven strong credit analysis skills, preferred. Experience with commercial draw agreements and make independent decisions to…
2d
Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Show more jobs in cities nearby

I want to receive the latest job alert for portfolio manager in fairfield county ct

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 fairfield county ct

VP Commercial Lending Portfolio Manager I

Union Savings Bank - CT
Danbury, CT

Apply Now

Job Details

Qualifications

Debt covenant compliance
Business development management
Managing customer accounts
Financial sales
Financial services customer support
Loan compliance checks
Mortgage lending
Refinancing (loan modification)
Compliance with loan regulations
Referral-based lead generation
Underwriting
Sales referrals
Financial statement analysis
Promoting bank products
Home Mortgage Disclosure Act (HMDA)
Account development
Incident Escalation
Cross-selling
Managing client accounts
Business development
Bachelor's degree
Client retention
Managing banking or lending client portfolios
Credit history review
Corporate finance analysis experience in risk and credit
Business development within finance
Financial statement interpretation
Activity sales targets
Customer support for financial loans
Client referrals

Full Job Description

The VP Commercial Lending Portfolio Manager I, manages the various aspects of an assigned loan portfolio within the Commercial Services Department consisting primarily of lines of credit, loans, and commercial mortgages. The position also entails the associated duties and responsibilities regarding service as related to existing Commercial Services loan relationships.

Portfolio Management

Manage a portfolio of Commercial Lending loan relationships, including C&I and CRE, with minimal delinquency and runoff.
Collect and analyze financial and related data to establish creditworthiness for assigned portfolio.
Monitor assigned customer's account relationships through financial analysis and ongoing customer contact, thus increasing retention and satisfaction, while minimizing risk.
Actively monitor and identify risk rating changes through the line of credit renewal process and financial statement spreading.
Act as primary contact for a portfolio of loans and lines of credit assigned and as directed by department manager.
Respond to referrals from colleagues within the Bank.
Monitor customer adherence to loan terms and enforcement of conditions precedent, covenants and general monitoring.
Respond to daily Rim decisions for all assigned relationships.
Escalate issues and concerns to department manager.
Handle multiple transactions with minimal supervision.
Handle additional assignments in support of lender portfolios as assigned by department manager.

Credit Administration

Knowledgeable in bank operations, procedures, and in the types of transactions which are more desirable to the Bank.
Coordinate underwriting tasks with Credit Administration as applicable.
Coordinate line of credit renewals with Credit, Lenders and Loan Administration Staff as applicable.
Process modifications, including interest rate reductions, collateral releases, change in loan terms, guarantor releases and collateral substitutions for direct portfolio and as assigned by department manager.

Sales & Service

Manage assigned department loan relationships.
Identify loan and other cross sell opportunities within assigned portfolio.
In consultation with department manager, designate opportunities for assignment to a lender or directly process new loan opportunities.
Achieve individual sales goals for loan production, fee income, deposit growth, partner referrals, business calls, and others as assigned.
Participate in joint calling efforts with business partners as requested
Identify, cultivate and maintain relationships with referral sources. Ensure referral tracking report is accurately updated in tracking system.
Cross sell other bank products and services as applicable and appropriate.
Communicate with internal and external customers throughout application and loan processes.
Respond to inquires in a timely and professional manner (24 - 48 hours).

Compliance

Stay current and comply with all applicable banking laws and regulations including, but not limited to, Bank Secrecy Act, Patriot Act, Regulation B/ECOA, CRA, HMDA, Credit Reports, etc.
Stay current and comply with all established Bank polices and procedures.
Keep abreast of local economic, financial, and legislative events which may have an impact on commercial lending activities.
Keep current and maintain knowledge of changes in regulatory environment pertaining to commercial lending.

Community Involvement

Maintain professional and community relationships within respective market areas through active participation. Increase Bank's visibility within the marketplace and thus generating new business opportunities and furthering professional development.

Experience

Required

5 - 7 years: Experience as Lending Officer or Portfolio Manager
5 - 7 years: Experience in Banking and/or Financial Industry

Preferred

2 - 5 years: Experience in Credit Administration / Underwriting

Education

Required

Bachelors or Equivalent Work Experience or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

portfolio manager jobs in fairfield county ct

VP Commercial Lending Portfolio Manager I

Sr. Manager Brand and Portfolio Strategy

High Yield Portfolio Manager

Associate, Product Structuring

Portfolio Manager - Vice President

Senior Manager IT Strategy & Portfolio

Portfolio Manager, Inventory Finance

VP Asset Backed Securitization Portfolio Management

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for portfolio manager in fairfield county ct

Explore jobs in more locations

Experience

Education

Job Seeker Tools

Employer Tools

Browse

Stay Connected