Job Description
At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.
We are looking for a Portfolio Manager to join our Corporate Banking team in Houston, TX . This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.
The ideal candidate will have the skills and experience necessary to:
Manage and service a portfolio of loan relationships.
Spread and analyze financial statements, addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification, monitoring credit performance, and completing loan presentations including new commitments, modifications, and renewals.
Responsible for risk rating assessment and periodic relationship reviews.
Responsible for covenant management and validating covenant compliance.
Report on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
Maintain existing relationships
Support Relationship Managers with credit requests.
Expand, build, and maintain client relationships, 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 and 5+ years’ directly related experience preferred.
A combination of education and experience may meet qualifications.
Strong writing, interpersonal and communication skills.
Effective Microsoft Office skills including Outlook, Excel, and Word to produce reports, memos, and loan presentations.
Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
Experience with bank loan and deposit systems preferred, not required.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
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
We are looking for a Portfolio Manager to join our Corporate Banking team in Houston, TX . This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.
The ideal candidate will have the skills and experience necessary to:
Manage and service a portfolio of loan relationships.
Spread and analyze financial statements, addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification, monitoring credit performance, and completing loan presentations including new commitments, modifications, and renewals.
Responsible for risk rating assessment and periodic relationship reviews.
Responsible for covenant management and validating covenant compliance.
Report on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
Maintain existing relationships
Support Relationship Managers with credit requests.
Expand, build, and maintain client relationships, 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 and 5+ years’ directly related experience preferred.
A combination of education and experience may meet qualifications.
Strong writing, interpersonal and communication skills.
Effective Microsoft Office skills including Outlook, Excel, and Word to produce reports, memos, and loan presentations.
Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
Experience with bank loan and deposit systems preferred, not required.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
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
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager (Corporate Banking) - Amegy Tower/ Houston, TX position is now open for candidates interested in the Bank Jobs sector. This role in India offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
