Portfolio Manager Salary at Psprs Corp BETA

Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fid

As an Associate at Stoker Ostler, you will work as a team member with one or more portfolio managers to provide an excellent client experience through account administration, services, financial planning, and timely communication. Our Associates primary responsibilities include each of the following: + Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly. + Client Service: Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums. Communicate with clients to address concerns and confirm transactions. + New Business Development: Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items. + Year-End Items: Provide back-office assistance for clients making fa

HOA Portfolio Manager - HOAMCO (Scottsdale, AZ) HOAMCO - A great place to work! We are excited to be one of the industry leaders in HOA management. The Scottsdale HOAMCO office is looking for a talented and experienced HOA Portfolio Manager. This Manager is responsible for providing the overall supervision of a Portfolio of communities located in the Phoenix Metro. This manager will interact with internal and external customers including homeowners, vendors, Board Members, committee members, as well as staff in the Phoenix Metro. We're offering benefits after 60 days: Medical/Dental/Vision/Holiday Pay/PTO and more. Qualifications: 2-5 years of Portfolio Community Management Professional, Dependable Excellent customer service skills to build quality relationships with Board and Homeowners Job Duties: •Manage community according to governing docs, management agreement and contracts. •Proactive, clear communication with BOD, vendors, and internal team. •Financial acumen and competency pre

Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Credit Administrator in Arizona. The Credit Administrator has oversight of a team of Underwriters and Credit Analysts. This position is responsible for consistent commercial underwriting and adherence to the company's credit policies and culture, PM development and pipeline management. Ensure appropriate level of regional portfolio management support for commercial lending platform by staying abreast of the regional deal pipeline and staffing deals appropriately. Support Portfolio Management knowledge and career development through participation in calls and customer meetings, understanding of credit and operating policies and business line strategies. Monitor, evaluate and coach Underwriters in portfolio management duties including underwriting new opportunities, renewals, modifications, Annual Review Jobs (ARJs), and covenant testing. Meet regularly with regional leadership and

Properties: Urban Living on Fillmore, Urban Living on 2nd and Catherine Arms MISSION: Our mission, grounded in traditional Native American culture, is to reduce health disparities by delivering high-quality, comprehensive integrated healthcare and providing stable housing throughout the communities we serve. POSITION SUMMARY: Under the direction of the Portfolio Manager, the Property Manager oversees daily operations, optimizes financial performance, and ensures an exceptional living experience for our residents. The position manages rent collections, implements procedures for delinquent accounts, processes applications, and complies with budgets. RESPONSIBILITIES: Ensure lease-up occupancy and funding deadlines are met. Review and approve rental applications for accuracy and property-specific qualifications. Conduct move-in orientations, reviewing all policies, rules, and rental terms with new residents. Collect rents in a timely manner, adhering to agency policies, and manage rent do

Dickinson Financial Corporation and its affiliated banksAcademy Bank, N. A. and Armed Forces Bank, N. A.rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communi Commercial, Banker, Portfolio Manager, Client Relations, Salesforce, Banking, Business Services

Job Description Renewables Asset Manager, Commercial Strategy- Energy Storage Locations: FULLY REMOTE (Anywhere in the USA) This an opportunity to join an industry leading renewable energy venture and IPP with strong private equity backing that is focused on the development/execution of dynamic utility-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW of projects in a relatively short period of time, and are currently in an accelerated expansion phase. The Energy Storage Asset Manager will be joining a fairly new and growing Asset Management Division. This is a creative team focused on energy storage / battery storage asset management, O&M, energy trading strategies, and real-time operations. The Asset Manager will be leading commercial asset management and technical engineering optimization initiatives for innovative renewable energy battery storage assets in support of a nationwide utility-scale renewable energy portfolio. It will als

Job Title: Assistant Vice President, Portfolio Management - Special Assets Location: CityScape What you'll do: As a Portfolio Manager - Special Assets you will be responsible for supporting Special Assets Officers in their management of assigned loans. You will be responsible for completing, or coordinating with other team members, financial analysis, summary reports, as well as ordering and reviewing 3rd party and vendor reports. You may be responsible for overseeing and coordinating the work of credit analysts including assigning or managing workflow to ensure quality, accuracy and timely completion. In this role you'll work on the preparation and presentation of a variety of Special Assets department reports. Responsible for supporting the Special Assets team by preparing, organizing, and maintaining working files on assigned assets, requiring knowledge of all loan and real estate documentation. Work with SAG Operations team to close transactions. Calculate amounts owed on loans; pr