Quantitative Portfolio Manager jobs in Rock Hill, SC
Recently Added Quantitative Portfolio Manager jobs
Commercial Portfolio Manager II
- South State Bank
-
Rock Hill, SC
FULL_TIME
-
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service.
Additional Job Description
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank’s policies and procedures
Completes industry research, as needed, supporting existing and new Customers to the Bank
Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation.
Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool)
Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank
Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures
Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing
Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available.
Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank
Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review
Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested
Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.)
Undertakes special projects related to job function as determined by Credit Administration Leadership
Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank
Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans.
As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management
Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations.
Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank’s image and reputation in the marketplace.
Stays abreast of products and services the Bank is providing.
Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws.
Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
OTHER DUTIES
Accepts other duties as assigned
COMPETENCIES
Excellent interpersonal skills
Proficient in Microsoft Excel and Word
Strong organization skills
High attention to detail
Cooperative and willing to assist coworkers and customers on a regular basis
Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Possesses multi-tasking skills and be able to function well under pressure
Ability to remain composed under pressure and respond to customer and coworker concerns regularly
Patience and willingness to help others in solving problems while maintaining a positive attitude
Qualifications and Education Requirements
Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience
Experience: Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market. Familiarity with loan structuring and loan documentation is required.
Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.
TRAINING REQUIREMENTS/CLASSES
South State Bank credit policies, procedures and underwriting standards
Annual regulatory and compliance training
Additional training may be required, as needed
RECOMMENDED ADDITIONAL TRAINING
New Employee Orientation
Supervisory Responsibility
none
PHYSICAL DEMANDS/WORK ENVIRONMENT
Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports.
TRAVEL - 8 Days Ago
Director Product Portfolio Management
- Honeywell
-
Fort Mill, SC
FULL_TIME
- Innovate to solve the world's most important challenges THE BUSINESS UNIT Honeywell Sensing Solutions designs and delivers advanced components that detect, digitize, and interpret real world condition...
- 14 Days Ago
Trading Analyst, Overlay Portfolio Management
- LPL Financial
-
Fort Mill, SC
FULL_TIME
- Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differentl...
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Manager
- Woodie's Auto Service & Repair
-
Fort Mill, SC
FULL_TIME
- Benefits: Retirement plan 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for adva...
- 10 Days Ago
Manager Operations
- Cirtec Medical
-
Rock Hill, SC
FULL_TIME
- OverviewThe Operations Manager position manages local scheduling and real-time operations that facilitate the maximization of resources (human and automated) to achieve all goals as related to Safety,...
- 4 Days Ago
Shift Manager
- Carrols Corporation
-
Pageland, SC
FULL_TIME
- Shift SupervisorOpportunity Awaits!Carrols owns and operates more than 800 Burger King Restaurants, and we need great leaders on our team!What Does a SHIFT SUPERVISOR do?Operates the restaurant in the...
- 4 Days Ago
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0 Quantitative Portfolio Manager jobs found in Rock Hill, SC area
Senior Portfolio Manager
- Comerica
-
Charlotte, NC
- Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitabili...
- 12/13/2024 12:00:00 AM
Director, Product Management - Supply Chain MySCRV
- Lowe's Companies, Inc.
-
Charlotte, NC
- Include leading the team's research and product development efforts as well as implementation and execution of the produ...
- 12/12/2024 12:00:00 AM
Technical Program Manager / Delivery Lead
- Incedo Inc.
-
Fort Mill, SC
- Position Overview: We are seeking an experienced Technical Program Manager / Delivery Lead to join our Wealth Management...
- 12/12/2024 12:00:00 AM
Team Lead Credit Delivery - CRE Portfolio Management
- AccruePartners
-
Charlotte, NC
- THE TEAM YOU WILL BE JOINING:ul> A family-owned, values-driven organization with nearly 100 years of experience in mater...
- 12/11/2024 12:00:00 AM
Information Technology Business Relationship Manager
- US Radiology Specialists
-
Charlotte, NC
- US Radiology is one of the largest and most progressive radiology groups in the country. Our mission is to make the best...
- 12/11/2024 12:00:00 AM
Patent Attorney
- Marina Sirras & Associates LLC
-
Charlotte, NC
- Life Sciences Patent Associate Our client is a top Am law 100 firm, seeking a Life Sciences Patent Associate to join its...
- 12/9/2024 12:00:00 AM
Quality Assurance Specialist / Architect Capital Markets
- PruTech Solutions, Inc.
-
Charlotte, NC
- Location - Charlotte,NC, NYC,NY or Atlanta,GA Role Overview We are seeking a seasoned Quality Assurance Architect to joi...
- 12/9/2024 12:00:00 AM
Commercial Banking Manager
- Accenture
-
Charlotte, NC
- Accenture is a leading global professional services company that helps the world's leading businesses, governments, and ...
- 12/9/2024 12:00:00 AM
About Rock Hill, South Carolina
Rock Hill is the largest city in York County, South Carolina, United States and the fifth-largest city in the state. It is also the fourth-largest city of the Charlotte metropolitan area, behind Charlotte, Concord, and Gastonia (all located in North Carolina, unlike Rock Hill). As of the 2010 Census, the population was 66,154. In 2016, the population had increased to 72,937.
The total population of Rock Hill inside the city limits and outside the city limits as of 2017 was estimated at 117,375 people.
The city is located approximately 25 miles (40 km) south of Charlotte and approximately 70 mi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Quantitative Portfolio Manager jobs
$113,476 to $163,898
Rock Hill, South Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Quantitative Portfolio Manager do?
Quantitative Portfolio Manager
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