Senior Portfolio Manager

Credit Knoxville, Tennessee




The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. The Sr. PM works independently to assess risk by evaluating, designing and overseeing all aspects of the portfolio construction, and drives profitability by performing advanced and/or broad financial and credit analysis; manages client relationships independently and in conjunction with the RM.


ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without a reasonable accommodation.    

  • Apply an advanced level of credit knowledge, serving as a resource for the RM team and Credit Officer, offering Credit Committee support as
  • Effectively use negotiation skills with a strong focus on the sales process, operating as a bridge between Sales and Credit.
  • Review documents for pre- and post-closing and assist with document
  • Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being
  • Analyze complex credit requests and perform financial statement analysis utilizing spreadsheet and analysis
  • Prepare, review and monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, ; responsible for report preparation for board approval.
  • Partner with Credit and Bank partners in support of the RMs to promote client portfolio
  • Monitor past due information and future maturities, alerting the RMs as
  • Demonstrate an advanced understanding of financial spreads, modeling and
  • Perform research to maintain current knowledge of industry trends and changes, ensuring the PM team remains compliant with both FirstBank and industry
  • May lead others and use advanced portfolio management skills to develop the skill sets of the PM
  • Attend internal and client meetings independently representing the PM and/or RM teams as
  • Function as part of the RM team and may back up RMs and/or Relationship Manager
  • Model consistent, distinctive service to all customers when delivering the FirstBank service
  • Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security
  • Regular and reliable attendance
  • Perform other duties as assigned 



Education: Bachelor’s degree required, Accounting or Finance preferred

Experience: Minimum five years

FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.