Top 7 Portfolio manager Jobs in Mount Pleasant, Sc

Vice President-Portfolio Manager
SouthStar Capital —Mount Pleasant, SC
- 7 years
- Office
- Finance
9d
Regional Portfolio Manager - Charleston, SC
Continental Realty —Charleston, SC
- $135,000 - $150,000 a year
- Continuous improvement
- Travel
- Mentoring
Quick Apply
Vice President-Portfolio Manager
Southstar Capital LLC —Mount Pleasant, SC
- 7 years
- Office
- Finance
Quick Apply
Commercial Portfolio Manager
South State Bank —Charleston, SC
- Full-time
- Microsoft Word
- Customer service
- Research
- On-the-job training
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

Discover related jobs

Based on your search for portfolio manager jobs.

Junior Financial Advisor
Allora —Mount Pleasant, SC
Willingness to pursue CFP® certification. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop…
From $3,000 a month
Quick Apply
Financial Advisor Trainee
Cornerstone Wealth Advisory Group —North Charleston, SC
Do you have a driver's license and vehicle for your drive to and from work/going on appointments? Company-paid Life & Health licensing course.
$40,000 - $150,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Portfolio Manager - Delaware Ohio
Stratagem Management —Delaware, OH
Ensure all leasing and property management activities are conducted in compliance with company policies, Fair Housing laws, and all applicable federal, state,…
$63,000 - $70,000 a year
Quick Apply
SBA Loan Portfolio Manager
North Valley Bank —Pataskala, OH
The position will be actively involved in SBA eligibility determination, underwriting, and credit analysis in accordance with current SBA Standard Operating…
$60,000 - $80,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for portfolio manager in mount pleasant, sc

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 mount pleasant, sc

Portfolio Manager jobs in Nebraska

Portfolio Manager jobs in Little Rock, AR

Full Time Program Manager Nonprofit jobs in Washington, DC

Portfolio Manager jobs in Des Moines, IA

Medical Office Manager jobs in Remote

Portfolio Manager jobs in San Diego, CA

Portfolio Manager jobs in Tysons Corner, VA

Remote Case Manager jobs in Florida

Construction Project Manager jobs in Portland, OR

Product Manager jobs in Lehigh Valley, PA

Product Manager jobs in Tacoma, WA

Product Manager jobs in Beaverton, OR

Product Manager jobs in Delaware

Product Development jobs in Remote

Vice President Of Portfolio Management jobs in Columbus, OH

President Ceo jobs in Buffalo, NY

Vice President Healthcare jobs in Philadelphia, PA

Vice President Of Portfolio Management jobs in Radnor, PA

Vice President Of Portfolio Management jobs in Whippany, NJ

Vice President Of Portfolio Management jobs in New York State

Vice President-Portfolio Manager

SouthStar Capital -
Mount Pleasant, SC

Apply Now

Job Details

9 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

portfolio manager jobs in mount pleasant, sc

Vice President-Portfolio Manager

Regional Portfolio Manager - Charleston, SC

Vice President-Portfolio Manager

Commercial Portfolio Manager

Portfolio Product Manager

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for portfolio manager in mount pleasant, sc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected