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Other
high school, bachelor degree
Posted 7d ago
Apply by Sep 4
~40 hrs/week
Responsibilities
The Portfolio Manager is responsible for managing an extensive commercial loan portfolio by gathering financial data and preparing loan submission packages. They also support lenders in marketing efforts, monitor compliance with regulations, and assist in the collection of past due loans.
Requirements
Candidates must have at least a high school diploma, with a college degree in Finance or Accounting preferred. The role requires 1 to 3 years of relevant lending or financial analysis experience and strong analytical and communication skills.
Full job description
Overview
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
Otherwise assist in all aspects of managing Lender's portfolio
Obtain and retain product knowledge
Support the collection of past due loans
Support the clearing of financial statement and documentation exceptions
Direct financial information to credit analysts for spreading and analysis
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
Maintain working knowledge of loan documentation and bank terminology
Assist in preparation of various reports and submissions to credit administration and loan review
Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
Ability to deal tactfully and effectively with customers as well as fellow employees
Assume ownership of assigned loans with little or no direct supervision
Perform other related duties as assigned
Qualifications
Minimum:
A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Financial and analytical skills
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Customer service orientation
Preferred:
Knowledge of Federal laws and regulations involving loans
Ability to analyze a credit application for completeness and for documents needed on loans
Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”.
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER. To review all job openings and to apply, please visit Renasantbank.com ➡️ Careers.
Renasant Corporation is the parent of Renasant Bank, a 122-year-old financial services institution. Renasant has assets of approximately $27 billion and operates more than 270 banking, lending, mortgage and wealth management offices throughout the Southeast and also offers factoring and asset-based lending on a nationwide basis.
How many Finance & Accounting jobs are open in Tallahassee, FL right now?
There are currently 312 open finance & accounting positions in Tallahassee, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Tallahassee, FL?
Companies currently hiring include Florida Department of Agriculture and Consumer Services, H&R Block, Symmetry Financial Group, First Commerce Credit Union, Bank of America, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Tallahassee, FL?
Yes — 84 of the 312 open finance & accounting positions offer remote or hybrid work (58 remote, 26 hybrid).
How do I apply for Finance & Accounting jobs in Tallahassee, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.