Portfolio Manager (Commercial & Corporate Banking) - San Antonio, TX

About the role

Amegy Bank is seeking a seasoned Portfolio Manager to join our Central Texas Commercial & Corporate Banking Team in San Antonio, TX. This role focuses on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.

Responsibilities

• Manage and service a portfolio of loan relationships.
• Spread and analyze financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance, and loan presentations.
• Report on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, and portfolio profitability.
• Maintain existing client relationships.
• Assist Relationship Managers with credit requests.
• Expand, build, and maintain client relationships while providing the highest level of customer service.
• Cross-sell other bank products.
• Perform other duties as required.

Qualifications

• Typically requires a bachelor’s degree in General Business, Finance, Accounting, Commercial Banking, or equivalent/relevant program.
• 4+ years of directly related experience preferred; a combination of education and experience may meet qualifications.
• Ability to apply prudent risk management concepts to the portfolio, including the application of basic principles, theories, and concepts to deals of varying complexity.
• Intermediate knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, and loan documentation.
• Experience with bank loan and deposit systems.

Benefits

• Medical, Dental, and Vision Insurance (effective day one).
• Life and Disability Insurance.
• Paid Parental Leave and Adoption Assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
• 401(k) plan with company match and Profit Sharing.
• Competitive compensation in line with work experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.