Portfolio Manager (Commercial Lending) – Northwest Crossing / Houston, TX

About the role

We are seeking a seasoned Portfolio Manager to join our Commercial Lending Team in Houston, TX.

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 related to 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