Referso Jobs

Portfolio Manager - Commercial Real Estate Credit Delivery

Truist Bank · Posted Nov 12, 2026

Open

Atlanta, Georgia, United States
Full-time · Manager
5+ years

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Portfolio Manager - Commercial Real Estate Credit Delivery

Truist Bank · Posted Nov 12, 2026

Open

Atlanta, Georgia, United States
Full-time · Manager
5+ years

Apply with Referso

Senior Portfolio Manager - CRE Credit Delivery

Truist Bank · Posted Nov 12, 2026

Open

Atlanta, Georgia, United States
On-site
Full-time · Senior
10+ years

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Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects.

Responsibilities

Leading the diligence and underwriting documentation of the most complex and larger credit relationships
Leading credit presentation preparation and discussions with Credit Officer and other final approvers
Coordinating legal documentation efforts through closing and funding phase
Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits
Provides oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends

Requirements

Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
Nice to have: ARGUS software
Nice to have: CoStar
Nice to have: REIS
Nice to have: Axiometrics

Skills

Credit principles Financial analysis Risk assessment

Portfolio Manager - Commercial Real Estate Credit Delivery

Truist Bank · Posted Nov 12, 2026

Open

Atlanta, Georgia, United States
On-site
Full-time · Manager
5+ years

Apply with RefersoAI Apply on careers page

Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects.

Responsibilities

Leading the diligence and underwriting documentation of the most complex and larger credit relationships
Ensure loan agreement is in accordance with approval documents
Analyze financial statements/projections and documents client performance
Provide oversight of credit relationship/project performance and monitoring activity
Ensure all Credit Process Metrics are within prescribed tolerances

Requirements

Bachelor's degree in Finance, Accounting, Economics or Business
Nice to have: ARGUS software
Nice to have: CoStar
Nice to have: REIS
Nice to have: Axiometrics

Skills

Credit principles Financial analysis Risk assessment Underwriting Microsoft Office

Benefits

Account Executive (Agriculture)

Capitec Bank Ltd · Posted Nov 9, 2026

Open

Paarl, Western Cape, South Africa
On-site
Full-time · Senior
5+ years

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The Account Executive will be responsible for managing and growing a dedicated agriculture portfolio, developing strong client relationships, and providing specialised financial solutions to support the growth and sustainability of agricultural businesses.

Responsibilities

Proactively manage and develop a portfolio of business clients within the agriculture sector, delivering specialised financial product solutions tailored to their unique needs.
Drive business growth and client retention by identifying opportunities to add value through customised and standard business banking offerings.
Collaborate closely with internal teams to ensure seamless service delivery, contributing to the broader goals of the Business Banking division at Capitec Bank Limited.
Prepare comprehensive credit applications, including assessing risk and presenting clear, well-justified recommendations.
Manage sales and cost control to optimise portfolio profitability while maintaining exceptional service standards.

Requirements

A relevant tertiary qualification in Business Management or Finance
Bachelor's Degree in Business Management or Finance
Nice to have: Agricultural finance landscape
Nice to have: Agribusiness clients
Nice to have: Regulatory and compliance frameworks

Skills

Banking sector

VP, Product Manager (Secured Lending), Consumer Banking Group

DBS Bank · Posted Jun 25, 2026

Open

Singapore, Central, Singapore
Full-time · Vp
5–7 years

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Strategic leadership role shaping the direction and accelerating growth of DBS's secured lending portfolio, including Singapore mortgages, overseas property financing, and commercial mortgages.

Responsibilities

Formulate and execute comprehensive strategies for profitable growth across Singapore mortgage, overseas property financing, and commercial/industrial mortgage portfolios.
Analyze macro market trends, interest rate environments, liquidity, and property markets in Singapore and key overseas regions.
Identify, evaluate, and capitalize on new business opportunities to expand market share and enhance overall profitability.
Drive budgetary achievement and growth targets for all three portfolios.
Lead the full product lifecycle for secured lending offerings, from proposition design to post-launch optimization.

Requirements

Bachelor's degree in Business, Marketing, Finance, or a related field
Nice to have: Team leadership

Skills

Product management Secured lending Risk management Credit principles

Portfolio Manager - Commercial Real Estate Credit Delivery

Truist Bank · Posted Nov 6, 2026

Open

Atlanta, Georgia, United States
Full-time
5+ years

Apply with RefersoAI Apply on careers page

Responsible for financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects.

Responsibilities

Lead diligence and underwriting documentation for complex credit relationships
Prepare credit presentations and coordinate legal documentation
Analyze financial statements and client performance
Oversee portfolio management and monitoring activities
Ensure compliance with credit process metrics

Requirements

Bachelor's degree in Finance, Accounting, Economics or Business
Nice to have: ARGUS
Nice to have: CoStar
Nice to have: REIS
Nice to have: Axiometrics

Skills

Finance Accounting Economics Business Microsoft Office Analytical Problem-solving Credit principles

Credit principles jobs

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