Franchise Finance - Specialty Banking Portfolio Manager I

NBH Bank; Atlanta (GA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

insurance

401k

associate stock purchase program

paid time off

associate banking perks

Job summary

NBH Bank seeks a Specialty Banking Portfolio Manager I to support business development and senior managers on national and regional client relationships. You will assist in underwriting, presenting deals to credit officers, and coordinating cross‑functional marketing with bank partners.

You’ll monitor portfolio performance, renewals, and credit compliance while deepening client relationships. Strong communication and credit training are key assets.

Qualifications

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 2-3+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.
• MBA or certification in the field.
• 3-5+ years of relevant experience in specialty or commercial banking.
• Industry specific credit background.
• Moody’s Risk Analyst experience.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

Responsibilities

• Support Specialty Banking business development and senior Portfolio Managers on prospecting and referrals.
• Coordinate marketing efforts with bank partners on identified prospects.
• Assist in reviewing and structuring large complex transactions and present deals to credit officers.
• Underwrite on pre-screen memos and loan presentations.
• Assist Managing Directors and Senior Portfolio Managers to deepen client relationships.
• Monitor operating performance, renewals, annual reviews, watch loan reports and credit compliance.
• Build rapport with clients, peers, and community partners while maintaining compliance with regulations.

Skills

Relationship building

Credit knowledge

Communication skills

Organizational skills

Decision making

Education

Bachelor's degree or equivalent

MBA or certification

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That’s the basics of Relationships. Fairness. Simplicity.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work.

As a Specialty Banking Portfolio Manager I, you will support Specialty Banking business development and senior Portfolio Managers on the identification of prospects and referrals on a national and regional basis; and coordination of marketing efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management and senior Portfolio Managers with profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management. Must become knowledgeable of the Bank’s lending, depository, treasury management, merchant services, wealth, trust, etc. groups and products for both new and existing bank clients. This position will assist in the review and structuring of large complex transactions, help present deals to credit officers, and help your team negotiate credit terms. Also, you will underwrite on pre-screen memos and loan presentations.

Additionally, the PM I will assist the Managing Directors and Senior Portfolio Managers by ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and new relationships. Specialty Portfolio Manager I's are also expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards.

You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements:

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 2-3+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.

Desired Qualifications:

To be considered an i deal candidate, you should possess some of the following qualifications:

• MBA or certification in the field.
• 3-5+ years of relevant experience in specialty or commercial banking.
• Industry specific credit background.
• Moody’s Risk Analyst experience.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

Skills and Abilities:

• Proficient in Microsoft PowerPoint, Word and Excel.
• Identify key relationships to achieve strategic goals and provide credit knowledge.
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades internal partners or existing clients.
• Well developed and proven organizational skills with ability to utilize time efficiently.
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.

Work Environment:

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
• Must be able to work overtime to the extent necessary.
• Must be able to work additional hours outside routine business hours to the extent necessary.
• Must be able to travel – estimated at 15% of the time.

Benefits:

• insurance
• 401k
• associate stock purchase program
• paid time off
• associate banking perks

For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.