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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.

Primary Responsibilities

• Facilitates intake, prioritization, and readiness of requests/initiatives

• Conducts impact assessments to understand capacity

• Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities

• Analyzes capacity allocation and ensures teams have appropriate capacity and skills

• Conducts departmental trade-off analysis as needed

• Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments

• Acts as a resource for technology roadmaps, monitoring for end of life

• Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams

• Serves as a key interface between teams, leadership, and stakeholders

• Consults with the business on how best to leverage technology to meet strategic needs

• Standardizes the model for workstream intake, charters, and roadmap documentation

• Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc

• May mentor junior team members and other technology staff

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

• Bachelor's degree in a related field

• Six (6) years of experience in information technology, project management, or a related area

Preferences

• Experience in banking

Skills and Competencies

• Ability to communicate to influence key stakeholders to take a desired action

• Ability to consult with the business on how to leverage technology

• Ability to work under pressure and meet deadlines

• Advanced knowledge of Technology Portfolio Management

• Has working knowledge of Project Portfolio Management tools

• Possess a solid understanding of operations, technology, communications and process

• Strong analytical, problem-solving skills, and drive for results

• Strong collaboration skills to leverage strengths and experiences to create the best outcome

• Strong verbal, written communication, and organizational skills

• Ability to Design and Implement application inventory management routines, application to capability mapping with EA, application criticality classification and rating, and application health assessment/rating

• Collaborate with Enterprise Architecture to identify necessary tools to maintain Application portfolio

• Ensure Annual Certifications by Application Owners for Data accuracy

• Responsible for portfolio oversight and governance/controls, and manage risk, audit and regulatory requirements, communication and deliverables associated APM and portfolio governance

• Track the portfolio's compliance status and report it to relevant stakeholders, including compliance officers and senior management

• Support Application Life cycle management governance routines

This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$110,564.69 USD

Median:

$139,491.00 USD

Incentive Pay Plans:

This job may participate in an annual discretionary bonus plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time

• 401K with Company Match

• Medical, Dental and Vision Benefits

• Disability Benefits

• Health Savings

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Ability to Design and Implement application inventory management routines, application to capability mapping with EA, application criticality classification and rating, and application health assessment/rating
+ Collaborate with Enterprise Architecture to identify necessary tools to maintain Application portfolio
+ Ensure Annual Certifications by Application Owners for Data accuracy
+ Responsible for portfolio oversight and governance/controls, and manage risk, audit and regulatory requirements, communication and deliverables associated APM and portfolio governance
+ Track the portfolio's compliance status and report it to relevant stakeholders, including compliance officers and senior management
+ Support Application Life cycle management governance routines
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings

Overview:

Founded in 1988, Trimont ( is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination-protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.

Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together.

Where people, purpose, and progress come together every day.

Job Summary:

The Director, Credit Portfolio Management, will be responsible for the overall asset management of a portfolio of commercial real estate loans/investments, including complex and/or high touch loans/investments, with little need for detailed supervision.

Responsibilities:

• Respond to customer requests and internal inquiries
• Ensure compliance with loan documents, including covenants and enforce remedies for non-compliance
• Process borrower consent requests, including engage other parties as necessary
• Review, analyze and report on property performance
• Conduct or review, analyze and report on property physical condition inspections and compliance audits
• Identify issues and assess, analyze, and report investor risk
• Interact with borrowers, special servicers, certificate administrators and other internal and external stakeholders
• Review, understand and interpret a wide array of loan/securitization documents
• Understand all aspects of the real estate transaction including the loan/investment structure, borrower/partnership/LLC structure, property, management and market
• Serve as a mentor to assigned Associates

Required Qualifications:

• Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field.
• 7+ years of experience in Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
• 3+ years of management experience through direct or indirect structures

• Experience in reviewing and analyzing commercial real estate loan documents and deal documents

• Strong analytical and problem-solving skills, with the ability to interpret complex loan documents and identify critical triggers.
• Effective communication and collaboration skills to work with internal teams and external partners.
• Detail-oriented with the capacity to manage multiple priorities in a fast-paced environment.

Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74900
**The Role at a Glance**
This position is responsible for evaluating and prioritizing strategic technology initiatives and effectively influencing leadership and key internal stakeholders to drive outcome-focused delivery in alignment with the organization's strategic objectives. They will also provide thought leadership and oversight to ensure the portfolio remains relevant and competitive and balances demand with capacity.
**What you'll be doing**
+ Leads the collaboration of senior management and key internal stakeholders to strategically develop and prioritize the project pipeline of technology initiatives based on strategic importance.
+ Provides thought leadership and advises key stakeholders on portfolio management strategies to ensure technology projects, programs, and products are aligned with the organization's strategic objectives.
+ Develops processes and operating procedures for prioritizing IT initiatives based on the organization's strategic plan, budget and resource capacity.
+ Communicates the status, value, and importance of technology initiatives to senior leadership.
+ Leads regular portfolio reviews and status meetings with stakeholders.
+ Leads the prioritization and re-prioritization process to ensure that all efforts are tied to current business requirements.
+ Leads the development of risk mitigation and compliance strategies to ensure that the IT portfolio adheres to compliance requirements and relevant policies and regulations.
+ Partners with IT Finance on financial planning and forecasting including on actual vs. forecasted spend, updated ROI, and total cost of ownership across the portfolio.
+ Drives and directs the development of reporting processes to monitor, analyze, and communicate the performance of the IT portfolio.
+ Anticipates and provides solutions to high complexity portfolio management issues or conflicts.
+ Builds and maintains relationship both within IT and with Business Partners to understand and be able to respond to the changing needs of our business.
**What we're looking for**
_Must-haves:_
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
+ 12+ Years' experience in IT program/portfolio management, PMO leadership, or IT strategy, including 5+ years of managerial, strategy and influencing senior management/critical stakeholders experience.
_Nice-to-haves:_
+ Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
+ Excellent written and verbal communication skills.
+ Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiative
**Application Deadline**
Applications for this position will be accepted through August 22nd, 2025, subject to earlier closure due to applicant volume
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $157,000 - $285,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth,

Description

Summary:

Huntington's Director, Portfolio Management will manage a book of business in the

Description

Summary:Huntington's Director, Portfolio Management will manage a book of business in the

**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74912
**The Role at a Glance**
This position is responsible for leading strategic planning, execution, and governance of technology initiatives that drive transformation across the Corporate Technology organization. This role is also responsible for managing a technology investment portfolio for the Corporate Function areas, shaping multi-year roadmaps, and ensuring successful execution of large-scale programs.
**What you'll be doing**
+ Partners with technology and functional executives to define and drive a cohesive technology strategy for the Corporate Function organizations across Finance, Actuarial, Investments, Legal, Risk and HR that supports business goals, objectives and key results and regulatory requirements.
+ Oversees the end-to-end technology portfolio for the Corporate Technology organization, including demand intake, prioritization, investment planning, and benefit realization tracking.
+ Leads cross-functional delivery of large-scale technology programs.
+ Provides thought leadership and strategic advisory services to internal stakeholders; identifies opportunities to optimize operations through technology innovation.
+ Establishes and manages robust technology governance structures to ensure alignment, accountability, and timely decision-making across the portfolio and key technical requirements.
+ Acts as a trusted advisor to finance, actuaries, IT and other business leaders insuring strong alignment between business priorities and technology investments.
+ Builds and leads a high-performing team of portfolio managers, analysts, and program leaders; fosters a culture of continuous improvement and innovation.
+ Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with executive/senior management to incorporate new trends and developments in current and future strategies.
+ Leads the identification, development, and implementation of strategic process improvements that significantly reduce workloads or improve quality across the team, business unit, and/or the organization.
+ Leads and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
**What we're looking for**
_Must-haves:_
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
+ 15+ Years' experience in technology strategy or enterprise portfolio management that directly aligns with the specific responsibilities for this position, including 5+ years of managerial, strategy and influencing senior management/critical stakeholders experience
+ Proven experience in managing complex, multi-year program portfolios with budgets exceeding $25M+.
+ Expertise in enterprise finance/Actuarial systems (e.g., PeopleSoft GL, Triton, Milliman ALFA etc.), cloud enablement, and data integration.
+ Strong preference for candidates with a consulting background (Big Four or equivalent), with demonstrated ability to shape and deliver enterprise-scale transformation programs.
_Nice-to-haves:_
+ Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
+ Excellent written and verbal communication skills.
+ Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiative
+ Demonstrated ability successfully lead a team of financial professionals
**Application Deadline**
Applications for this position will be accepted through August 23rd, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $57,000 - 285,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth,

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the