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Corporate Banking Portfolio Manager II
Atlanta, GA
Type: Regular Full-Time
Job ID: 2022-15359
Category: Commercial Banking

The Corporate Banking Portfolio Manager is responsible for collaborating with Corporate Banking Relationship Managers on deal structure and underwriting efforts. Prepares a well written Loan Presentation and Deal Vetting Memoranda. Monitors loan covenant compliance, financial exception reporting, and collateral exception reporting. This role will also ensure timely reviews and renewals of commercial loans, regularly accompany the Corporate Banking Relationship Manager on development calls, attend client meetings and Credit Committee, and cross sell bank products and services.

  • Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed.
  • Monitors loan compliance covenant, financial exceptions, collateral exceptions and past dues.
  • Makes joint calls with the Corporate Banking Relationship Managers to gather information for the client; goes on follow up calls as needed.
  • Solicits existing portfolio customers in an effort to increase and retain volume and cross sell Bank products and services. Promotes customer relations.
  • Performs additional duties as assigned.
  • Bachelor’s degree in Business, Finance, and Accounting related field, or equivalent experience.
  • Minimum of five years (5) of commercial lending/credit experience.
  • Experience with corporate, real estate or commercial lending risk analysis
  • Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations
  • Detailed knowledge of credit analysis practice and procedure with understanding of complicated credit structure
  • Familiarity with products and services offered by financial services institutions
  • Strong oral and written communication skills
  • Excellent interpersonal skills
  • Developed decision making
  • Proven ability to build relationships
  • Time management/organization skills
  • Computer skills to include word processing and spreadsheet application
  • Strong analytical skills
  • Ability to interact with external and internal customers
Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.  Come onboard and join our team!


Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.


If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to or call 866.213.1418.


Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen