Home › Companies › 53296056 3592 4360 Ac74 363cc7c14384 19000101 000001 › Portfolio Manager
Portfolio Manager
53296056 3592 4360 Ac74 363cc7c14384 19000101 000001 · Birmingham, AL, US, Birmingham, AL · Active · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | 53296056 3592 4360 Ac74 363cc7c14384 19000101 000001 |
| Title | Portfolio Manager |
| Normalized title | - |
| Department / team | - |
| Location | Birmingham, AL, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2025-12-08 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
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| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 53296056 3592 4360 Ac74 363cc7c14384 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Birmingham. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 53296056 3592 4360 Ac74 363cc7c14384 19000101 000001 |
| Source | c68748fe-4546-4d3e-8d98-25eea8c94965 |
| ATS provider | ADP Workforce Now Recruiting |
Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
Bachelor’s degree in Finance, Accounting or a related field 5-10 years' experience preferred Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
Full job record
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| Board ID | c68748fe-4546-4d3e-8d98-25eea8c94965 |
| Provider | adp_workforcenow |
| Provider Job Key | 548081 |
| Title | Portfolio Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Birmingham, AL, US, Birmingham, AL |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | AL |
| City | Birmingham |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=53296056-3592-4360-ac74-363cc7c14384&ccId=19000101_000001&lang=en_US&type=JS&jobId=548081&jwId=9201194686320_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=53296056-3592-4360-ac74-363cc7c14384&ccId=19000101_000001&lang=en_US&type=JS&jobId=548081&jwId=9201194686320_1 |
| First Seen At | 2026-05-31 18:54:53Z |
| Last Seen At | 2026-06-06 12:17:30Z |
| Last Checked At | 2026-06-06 12:17:30Z |
| Last Changed At | 2026-06-06 12:17:30Z |
| Inactive At | — |
| Source Posted At | 2025-12-08 21:46:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=53296056-3592-4360-ac74-363cc7c14384|19000101_000001/date=2026-06-06/2026-06-06T12-16-39-410Z-f9ab8cb4accdb60321c9a1ce37bb926652070979f8f209aae68359072e7e7a45.json |
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