Sr. Portfolio Manager – To $140K – Nashville, TN – Job # 2652

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our bank client is seeking to fill a Sr. Portfolio Manager role in the Nashville, TN area. This selected candidate will be providing credit, underwriting, and sales support in the Commercial Lending function to maximize portfolio performance.

This position includes a generous salary of up to $140K and a full benefits package. (This is not a remote position).

Sr. Portfolio Manager responsibilities include:

  • Ensuring the portfolio achieves soundness, probability, and growth objectives.
  • Working in concert with local President, Commercial Lending Division Manager, and Regional Credit Officer to ensure proper risk profile of subject market loan portfolio.
  • Working with lenders to manage all aspects of the local loan portfolio including annual reviews, past dues, BBRs, covenant compliance, CARs, collateral exceptions, and other portfolio management tools.
  • Directly manages, as both a player and a coach, a market-level team of credit specialists, portfolio managers, and analysts.
  • Triaging, managing, and delegating workflow with Portfolio Specialists in preparation of LARs, credit memos, spread, and related documents.
  • Actively participates and assists in all aspects of the loan process including calling, underwriting, presenting through the credit approval chain, and closing.
  • Preparing commitment letters and reviewing loan documents.
  • Identifying cross-sells opportunities with new and existing clients; coaches and supports the team in developing relational business acumen.
  • Proactively assists lenders in prospecting efforts and making calls with the lender when necessary.
  • Serving as a secondary contact on client relationships.
  • Other duties as assigned.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Bachelor’s Degree in finance and accounting preferred
  • Seven or more years of experience in financial services related to various aspects of commercial lending.
  • Possess extensive knowledge of credit policy, banking regulations, and loan documentation issues.
  • Strong analytical skills in prospecting individual and global relationships, clients, and prospects.
  • Proven ability to spread, analyze, and interpret complex business and personal financial statements and tax returns.
  • Actively prepare and present credit analysis packages through the credit approval chain.
  • Advanced proficiency with internal systems and reporting
  • Possess extensive knowledge of various loan structures with the ability to apply this knowledge to formulate sound credit recommendations.
  • Excellent verbal and written communication skills.
  • Ability to understand and convey complex information clearly and efficiently to varied audiences, including senior executives.

The next step is yours. Email us your current resume along with the position you are considering to: