Portfolio Manager (Commercial Lending) – Houston or Sugar Land, TX
Amegy Bank · Houston, TX · 3 days ago
On-siteFinanceFull-time
About the role
We are seeking a seasoned Portfolio Manager to join our Commercial Lending Team in Houston or Sugar Land, TX. This role focuses on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risks.
Responsibilities
- Manage and service a portfolio of loan relationships
- Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance, and prepare loan presentations
- Report on loan activities such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
- Maintain existing relationships, assist Relationship Managers with credit requests, expand, build, and maintain client relationships, provide high-level 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 and 4+ years’ directly related experience preferred
- A combination of education and experience may meet qualifications
- Limited use and/or application of basic principles, theories, and concepts
- Basic knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation
- Experience with bank loan and deposit systems
Benefits
- Medical, Dental and Vision Insurance - Start Day One!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, 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