What are the responsibilities and job description for the Middle Market and Corporate Banking Portfolio Manager II position at Trustmark?
Middle Market and Corporate Banking Portfolio Manager II
Location
US-AL-Birmingham | US-GA-Atlanta | US-TX-Houston | US-MS-Jackson
Job ID
2025-18114
Category
Commercial Banking
Type
Regular Full-Time
Job Grade
FLSA Status
Exempt
Working Hours
Job Location : Company
Corporate Banking Birmingham- 13578
Overview
The Middle Market and Corporate Banking Portfolio Manager is responsible for collaborating with Middle Market and 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 corporate loans, regularly accompany the Middle Market and Corporate Banking Relationship Manager on development calls, attend client meetings and Credit Committee, and cross sell bank products and services.
Responsibilities
Time management.
- Work with Middle market and Corporate Banking personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, loan structuring, loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, review loan documentation, engaging Counsel (if needed or required) with oversight from an experienced Corporate Portfolio Manager.
- Continue learning and assisting with monitoring loan covenant compliance, financial and collateral exceptions, and past dues.
- Assessment of credit quality and proper risk rating for Middle Market and Corporate Banking loan portfolio.
- Determination of data required for loan packages.
- Portfolio management decisions.
- Determination of which existing customers would be potential candidates for expanded services in collaboration with the Middle Market and Corporate Banking Relationship Manager.
- Practice corporate 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, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed.
- Monitors loan compliance covenant, financial and collateral exceptions, and past dues.
- Makes joint calls with the Middle Market and Corporate Banking Relationship Managers to gather information for the client; goes on follow-up calls as needed.
- Promotes customer relations.
Qualifications
