Regional Portfolio Management & Credit Training Lead

First Horizon Corp.; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

First Horizon Corp. in Charlotte seeks a Regional Portfolio Management Lead with deep expertise in commercial credit and portfolio management. The role focuses on training, talent development, and leading underwriting excellence across the region.

The incumbent oversees regional portfolio performance, partners with Market/LOB leaders on talent acquisition and onboarding, and mentors Credit Analysts and Portfolio Managers to align with First Horizon’s credit policy and risk appetite.

Qualifications

• Minimum 6 to 8 years of commercial underwriting and portfolio management experience.
• Bachelor’s degree (or equivalent in work experience) required.
• Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
• Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners
• Ability to facilitate training and effectively teach commercial credit fundamentals.
• Strong written and oral communication skills.
• Strong organizational skills.
• Accurate typing, spelling and grammar skills.

Responsibilities

• Monitors portfolio management and asset quality reports and protocol for the region, keeping Regional President and Market/LOB leaders apprised of current metrics and performance.
• Provides portfolio management leadership support to Market/LOB teams with no PM Team Lead, including talent acquisition and onboarding for new Portfolio Managers and Credit Analysts and assisting with performance management of existing PMs and CAs.
• Leads Market Asset Quality Meetings for Markets/LOBs with no PM Team Lead.
• Leads resolution of Regional commercial lending workflow management and business continuity needs.
• Leads the new hire training curriculum for new Credit Analysts in the Region, providing individual coaching and training support to ensure comprehension of commercial credit fundamentals and First Horizon’s commercial lending process and risk appetite.
• Engages with peer Regional Portfolio Management Leads to assemble and train learning cohorts of recently hired Credit Analysts.
• Engages in regular dialogue with the Regional Bank’s Portfolio Management Strategy Officer, receiving direction and insight on strategic priorities and initiatives.
• Contributes to the development and delivery of training and initiatives to meet business, credit, and portfolio management objectives.
• Performs all other duties as assigned.

Skills

Communication skills

Organizational skills

Training/mentoring

Analytical ability

Financial interpretation

Education

Bachelor’s degree

Job description

First Horizon Corp. in Charlotte seeks a Regional Portfolio Management Lead with deep expertise in commercial credit and portfolio management. The role focuses on training, talent development, and leading underwriting excellence across the region.

The incumbent oversees regional portfolio performance, partners with Market/LOB leaders on talent acquisition and onboarding, and mentors Credit Analysts and Portfolio Managers to align with First Horizon’s credit policy and risk appetite.