Portfolio Manager Team Lead - Specialized Industries
Company: First Horizon
Location: Charlotte
Posted on: March 30, 2026
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Job Description:
The Portfolio Management Team Lead: Specialized position leads
and manages an existing team of Portfolio Managers and Credit
Analysts for the Transportation & Logistics industry vertical. The
candidate will provide direct management to a team of Portfolio
Managers and Credit Analysts and work closely with business line
partners and relationship managers to manage and grow the
specialized industry loan portfolio. They must have a demonstrated
ability to effectively contribute to the loan structuring,
underwriting, origination, and portfolio management
responsibilities for the loan portfolio. Candidates who have
previous managerial experience, the ability to coach and develop
talent, and possess a deep understanding of credit analysis and
risk management are preferred. The candidate must work well in a
team-focused setting and is comfortable balancing competing
priorities in a deadline driven environment. Key Responsibilities
Include Leads talent acquisition, onboarding, and new hire training
for Portfolio Managers and Credit Analysts. Establishes regular
performance management routines for direct reports, setting goals
and providing support to achieve progress towards goal. Develops
the skills of direct reports by providing training, feedback, and
coaching at the group and individual level. Completes regular
monitoring of portfolio management reports, keeping LOB leader
apprised of portfolio management metrics and performance. Leads
commercial portfolio management meetings, including Asset Quality
Meetings. Monitors workflow and capacity across the team, making
adjustments to ensure production deadlines and portfolio management
standards are met. Portfolio Management Responsibilities Include:
Leads the analysis, underwriting, origination, and portfolio
management of loans. Utilizes loan structuring, risk
identification, and risk mitigation skills. Understands and applies
the Bank’s risk grading methodology, approach and credit appetite
across the portfolio. Manages complex relationships with ability to
understand cash flow and repayment sources. Partners with
Relationship Managers to call on current or potential clients;
understands and identifies needs for commercial products and
services; develops lending proposals; identifies cross-sell
opportunities. Maintains oversight of post-approval due diligence
requirements and commercial loan documentation preparation.
Maintains satisfactory portfolio management metrics, ensuring
credit quality and portfolio servicing are maintained in an
acceptable manner. Qualifications Include Minimum 6 years of
corporate or commercial underwriting and portfolio management
experience. Bachelors degree in business, finance or related field
required. Ability to read, analyze and interpret financial reports
and legal documents; performs complex calculations; effectively
researches, analyzes and evaluates information to make decisions,
solve problems and achieve goals. Ability to understand and
communicate information and ideas in a clear manner, both orally
and in writing with senior executives, business unit management and
staff, state and federal regulators and officials, significant
business partners, commercial lending prospects, and clients. Very
strong credit, analytical, organizational, and communication
skills. Manage and coach a team with varying degree of skillsets
and backgrounds. Ability to become the expert leader in regulatory
matters and bank commercial loan policy. Strong computer skills
required with the following programs: Word, Outlook, PowerPoint,
and highly proficient skills with Excel. About Us First Horizon
Corporation is a leading regional financial services company,
dedicated to helping our clients, communities and associates unlock
their full potential with capital and counsel. Headquartered in
Memphis, TN, the banking subsidiary First Horizon Bank operates in
12 states across the southern U.S. The Company and its subsidiaries
offer commercial, private banking, consumer, small business, wealth
and trust management, retail brokerage, capital markets, fixed
income, and mortgage banking services. First Horizon has been
recognized as one of the nations best employers by Fortune and
Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit
Highlights • Medical with wellness incentives, dental, and vision •
HSA with company match • Maternity and parental leave • Tuition
reimbursement • Mentor program • 401(k) with 6% match • More
FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Keywords: First Horizon, Spartanburg , Portfolio Manager Team Lead - Specialized Industries, Accounting, Auditing , Charlotte, South Carolina