Senior Portfolio Manager: Client Solutions & Credit Strategy

First Bank (FBNC); Raleigh (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

First Bank (FBNC) is seeking a Portfolio Manager III to oversee reviews and renewals of commercial/retail loan products, monitor covenants, and co-manage client relationships with relationship managers. The role emphasizes strong credit decisions and risk management, under Bank Policy and Procedures.

The position requires analyzing complex financial statements, coordinating lending proposals, and ensuring timely renewals to maximize portfolio performance and minimize risk.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Minimum 10 years of portfolio management experience or equivalent.
• Exceptional verbal, written and interpersonal communication skills.
• Knowledge of bank operations, lending policies, and regulatory requirements.

Responsibilities

• Collaborate with relationship managers to identify client solutions and cross-sell opportunities.
• Actively manage client portfolios and monitor performance
• Coordinate preparation of lending proposals and pitches to prospective clients
• Maintain awareness of all bank products and services and stay updated on regulations
• Ensure renewals are completed timely to avoid administrative past dues

Skills

Verbal communication

Written communication

Interpersonal skills

Time management

Organizational skills

Analytical thinking

Education

Bachelor’s degree in business/finance or related field

Tools

Mainframe systems

Word processing

Spreadsheet software

Job description

First Bank (FBNC) is seeking a Portfolio Manager III to oversee reviews and renewals of commercial/retail loan products, monitor covenants, and co-manage client relationships with relationship managers. The role emphasizes strong credit decisions and risk management, under Bank Policy and Procedures.

The position requires analyzing complex financial statements, coordinating lending proposals, and ensuring timely renewals to maximize portfolio performance and minimize risk.