Jobs
>
Phoenix

    Community Association Banking Portfolio Manager - Phoenix, AZ, United States - First Citizens Bank

    First Citizens Bank
    First Citizens Bank Phoenix, AZ, United States

    3 weeks ago

    Default job background
    Description

    Overview:

    This position manages the Community Association Banking ("CAB") loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking.

    Responsible for ensuring approved loans are structured according to credit approvals, th at borrowers maintain compliance with loan covenants , compose load modifications as needed as well as work with credit to monitor on-going credit quality .

    Responsible for the the sound structuring of new and existing CAB loans, loan modifications, and other agreements.

    Research - Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served.

    Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting and may perform underwriting functions as needed. Reviews and approves CAB loan draw requests and assigns new loans to CAB Loan Assistants.

    Works with Regional Account Executives (RAEs), Sales Assistants, Analysts, the Underwriting Manager and Loan Assistants to coordinate the due diligence process including the review of reserve study reports, third-party prepared financial statements, third party vendor contracts, special assessment reconciliation reports and property site inspections.

    Loan Structuring and Documentation - Holds "pre-construction" conference calls for loans over a pre-determined amount with new borrowers and their PMC's before each loan closing to review the anticipated funding process.

    Assists in the reviewing of legal agreements and works with outside council and other internal business partners to ensure that legal documents are prepared correctly.

    Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management.

    Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private Banking, Wealth Management, Treasury Management and Retail, when possible.

    Collaborates with internal business partners to ensure compliance with CAB Lending policies and practices and regulatory statutes at the relationship level.

    Reporting - Monitors and tracks the financial conditions of client borrowers and prepares and presents status reports to senior management on a regular basis.

    This includes the regular reassessment of risk ratings, and the documentation of changes in credit risk ratings when appropriate. Completes and reports on monthly SAG analysis for all watch list/adversely graded credits.


    Qualifications:
    Bachelor's Degree and 2 years of banking experience OR High School Diploma or GED and 6 years of banking experience
  • Amex

    Portfolio Manager

    1 week ago

    Amex Phoenix, United States

    **You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...

  • Tekrek Solutions Inc

    Portfolio Manager

    3 weeks ago

    Tekrek Solutions Inc Phoenix, United States

    Bank-forced closures initiated by the first line of defence (FLOD), the second line of defence (SLOD), and compliance · - Service disablement related to accounts closed through the dormant process · - Account closures resulting from compromised activity · - Client-initiated accou ...

  • National Bank of Arizona

    Commercial Portfolio Manager

    3 weeks ago

    National Bank of Arizona Phoenix, United States

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relatio ...

  • Amex

    Manager, Digital Portfolio Management

    3 weeks ago

    Amex Phoenix, United States

    **You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...

  • Amex

    Director-digital Portfolio Management

    2 weeks ago

    Amex Phoenix, United States

    **You Lead the Way. We've Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, ...

  • Maverick Beverage Company

    Wine and Spirits Portfolio Manager

    6 days ago

    Maverick Beverage Company Phoenix, United States

    **SUMMARY** · A Portfolio Manager is the primary contact with our suppliers and takes the point on managing all of their business in the wholesale channel. They are directly responsible for curating the portfolio, managing pricing, margins, inventory, education, goal setting and ...

  • APS

    Leader Portfolio Management Strategic Procurement

    5 days ago

    APS Phoenix, United States

    **Date**:May 29, 2024 · **Location**: PHOENIX, AZ, US, · **Company**:APS · Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise: Design for Tomorrow, Empower Each Other and Succeed T ...

  • STORE CAPITAL ADVISORS LLC

    Portfolio Manager

    2 weeks ago

    STORE CAPITAL ADVISORS LLC Scottsdale, United States

    STORE Capital Advisors, LLC is seeking a **Portfolio Manager** to join our Underwriting and Portfolio Management team. · How you will contribute to STORE's mission: · The Portfolio Manager is part of STORE's Portfolio Management team responsible for reviewing and analyzing tenant ...

  • U.S. Bank National Association

    Credit Portfolio Manager

    2 weeks ago

    U.S. Bank National Association Tempe, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • FirstService Residential

    Portfolio Community Manager

    2 weeks ago

    FirstService Residential Scottsdale, United States

    **Job Overview**: · In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents ...

  • FirstService Residential

    Portfolio Community Manager

    2 weeks ago

    FirstService Residential Scottsdale, United States

    **Job Overview**: · In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents ...

  • HOAMCO

    Hoa Portfolio Manager

    1 week ago

    HOAMCO Scottsdale, United States

    **HOA Portfolio Manager** -** HOAMCO (Scottsdale, AZ) · HOAMCO - A great place to work We are excited to be one of the industry leaders in HOA management. The Scottsdale HOAMCO office is looking for a talented and experienced HOA Portfolio Manager. This Manager is responsible for ...

  • Motion Recruitment

    Digital Portfolio Manager

    2 weeks ago

    Motion Recruitment Phoenix, United States

    Our client, a major financial institution, is actively looking for a Digital Portfolio Manager to join their team in Phoenix, AZ This is a hybrid position, onsite 3 days per week, so candidates must be local. · **This begins as a 6 month contract-to-hire position with an opportu ...

  • eTeam

    Program Portfolio Manager

    2 weeks ago

    eTeam Phoenix, United States

    Title: · Portfolio Transformation Manager · Location: · Remote · Duration: · 06+ Months · Pay Rate: · $65-$74/hr · Must have: · Portfolio management exp · Process assessment · Gap analysis · Transition exp · Description: · We seek a skilled Portfolio Management Process Mana ...

  • National Bank of Arizona

    Commercial Portfolio Manager

    1 week ago

    National Bank of Arizona Phoenix, United States

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relatio ...

  • Western Alliance Bank

    AVP Portfolio Manager

    2 weeks ago

    Western Alliance Bank Phoenix, United States

    Job Title:AVP Portfolio Manager , Sponsor FinanceLocation:CityScapeWhat you'll do:The Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and ...

  • NewRez LLC

    Sr Portfolio Manager

    3 weeks ago

    NewRez LLC Phoenix, United States

    Also doing business as Shellpoint Mortgage Servicing · 1100 Virginia Drive, Suite 125 · Fort Washington PA 19034 · Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. · Sr Portfolio Ma ...

  • Beam Suntory

    On-Premise Portfolio Manager

    3 weeks ago

    Beam Suntory Phoenix, United States

    Beam Suntory is Crafting the Spirits that Stir the World. Rooted in two centuries of family heritage, Beam Suntory has evolved into the world's third largest leading premium spirits company ... where each employee is treated like family and trusted with legacy. With our greatest ...

  • Beam Suntory

    On-Premise Portfolio Manager

    3 weeks ago

    Beam Suntory Phoenix, United States

    Beam Suntory is Crafting the Spirits that Stir the World. Rooted in two centuries of family heritage, Beam Suntory has evolved into the world's third largest leading premium spirits company ... where each employee is treated like family and trusted with legacy. With our greatest ...

  • Santander

    Associate, Portfolio Management

    3 weeks ago

    Santander Arizona, United States

    : Supports the second line of defense by providing robust guidance, advice and challenge across the organization, helping to ensure reporting requirements are understood, owned and managed to the firm's risk appetite. · Ensures adherence to the policies and procedures establish ...