Portfolio Manager

Works with the Relationship Managers and segment Director to attract and expand targeted banking relationships and may participate in joint business development calls or make independent customer contact as needed. Works with the Lenders on loan origination and renewal functions which includes gathering financial information and working with the Credit Department and Analyst to prepare financial analysis. The Senior Portfolio Manager is also directly charged with overseeing in-house underwriting, to include the preparation of the Loan Application and Loan Officer Memo. The Senior Portfolio Manager will also work with the relationship team on overseeing and assisting with Portfolio company annual relationship reviews and financial analysis. Provides support to the Lender on loan structure, loan covenants and loan pricing, while maintaining compliance with the commercial loan policy and regulatory requirements. Assists with drafting client presentations, proposals, term sheets, and commitment letters. Ensures loan documentation is complete and accurate, that it complies with bank policy and regulations and that it complies with the loan approval document.

According to JobzMall, the average salary range for a Portfolio Manager in 12655 N Central Expy, Dallas, TX 75243, USA is $55,000 to $145,000 per year. The salary range will vary depending on the employer, the experience of the portfolio manager, and the size and complexity of the portfolio they manage.

BancorpSouth Bank is a bank holding company headquartered in Tupelo, Mississippi with operations in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee, Texas, and Illinois. In 2021 BancorpSouth Bank merged with Cadence Bank and NOW is Cadence Bank.