TIAA Portfolio Lead in Mt. Laurel, New Jersey
As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
Portfolio Lead, SLF
This position interfaces with Specialty and Lender Finance ("SLF") senior management, clients, and agent banks within specified segments of the SLF group. The role requires overseeing portfolio management of a business segment and related team.
Key Responsibilities and Duties
Manage relationships with existing clients including providing financial services and addressing relationship service needs. Client management includes close communication with CFO’s and other senior executives
Credit oversight and management; prepare and/or review analysis of borrowing bases, servicer reports, backup servicer reports, collateral custodian reports, trustee reports, financial statements, covenants, field exams, appraisals and valuation reports.
Communicate with SLF senior management regarding client relationship status, credit quality concerns, and relationship income development opportunities.
Manage, train, and mentor analysts and associates, while working with the analysts and associates on the assigned portfolio.
5 Years Required; 7 Years Preferred
University (Degree), Preferred
- University (Degree)
- 5 years of commercial lending, commercial banking and/or commercial finance experience
7 years of commercial lending, commercial banking and/or commercial finance experience
Experience in secured / structured commercial lending, large corporate lending, asset based lending, or specialized lending
Loan portfolio management and regulatory oversight experience
Prior experience managing a team and mentoring / training new analysts
Articulate, can communicate effectively (orally & in writing)
Proficient in Microsoft Office suite (specifically Excel)
Bachelor’s degree in Accounting, Finance, Math, or Economics
Minimum Pay: $110,880.00
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.