Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Portfolio Manager role involves managing a loan and deposit portfolio to enhance customer satisfaction and bank profitability, acting as a trusted advisor to clients.
Responsibilities and impact
Daily responsibilities include underwriting, monitoring loans, providing customer service, managing loan renewals, and supporting cross-selling of bank services.
Experience and skills
Candidates should have a bachelor's degree in accounting or finance, 3-5 years of banking experience, and strong communication and organizational skills.
Company information
Financial Staffing LLC is a recruiting firm that specializes in staffing solutions for the financial sector.
Job location and travel
Flower Mound
Company overview
Financial Staffing LLC specializes in providing recruitment and staffing solutions for the financial services industry. They connect highly skilled finance professionals with businesses in need of talent, offering services such as temporary staffing, direct hire, and executive search. Established to address the growing demand for specialized financial expertise, Financial Staffing LLC has built a reputation for matching candidates with roles that fit their skills and career goals. Their revenue model primarily revolves around placement fees and service charges from client companies. Understanding their focus on quality placements and industry-specific knowledge is crucial for any candidate considering a position with them.
How to land this job
Position your resume to emphasize your experience in underwriting, credit monitoring, and managing loan portfolios, as these are central to the Portfolio Manager role at Financial Staffing LLC.
Highlight your exceptional customer service skills and ability to build lasting relationships, which are crucial for inspiring trust and achieving customer satisfaction.
Apply through multiple channels, including Financial Staffing LLC's corporate site and LinkedIn, to maximize your chances of being noticed for the Portfolio Manager position.
Connect with professionals in the banking or financial services division at Financial Staffing LLC on LinkedIn to gain insights about the role and company culture. Ice breakers could include asking about their experience with customer relationship management or discussing recent trends in banking.
Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'loan portfolio management,' 'customer service,' and 'credit analysis,' to ensure your application passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process by tailoring your resume, identifying the best application channels, and suggesting LinkedIn connections to network with, allowing you to focus on other aspects of your job search.
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