Portfolio Manager

Found in: beBee S US - 2 weeks ago

Dallas, United States CrossFirst Bank Full time
Overview

The Portfolio Manager partners with the Relationship Manager in supporting the growth and development of the loan portfolio. This role provides ongoing asset management of a loan portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews evaluate information including borrowers/sponsor financial statements, pro forma statements, planned capex, project status reports, stress testing, and overall analysis of the credit condition of the borrower/sponsor.


Responsibilities

  • Establish and maintain favorable relationships with current and prospective clients.
  • Identify and capture opportunities to cross-sell additional loan and other bank products to clients; including partnering with and referring business to internal business partners and related experts when appropriate to drive Bank profitability and efficiency.
  • Provide support, as requested, to Underwriting, Credit and the Senior Credit Risk Officer (SCRO) in managing loans and pipeline and relaying relevant information.
  • Assist the Relationship Manager with the initial screening of deals as they are received.
  • Prepare Level of Interest memos ("LOIs") and term sheets as requested, review commitment letters, review and approve annual loan reviews and assist in ensuring consistency with execution of terms and conditions provided to the client.
  • Analyze clients' needs; assess the client's financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank's Credit Policy.
  • Make critical decisions regarding credit risk supported by substantial analysis and critical data-based decision making.
  • Negotiate terms, structure loan financing costs, repayment methods, collateral requirements and rates based on risk considerations and present credits for approval.
  • Work closely with the borrower to provide a preliminary assessment of the necessity of an extension or modification and communicate with the SCRO.
  • Analyze credits and make recommendations as to whether an extension/modification is deemed appropriate, as well as negotiate the terms and conditions of the proposed extension or modification terms.
  • Report on the overall portfolio, including and not limited to, ongoing financial reviews, assessing asset quality, stress testing, industry and market analysis, competitive analysis, asset allocation, reserves, and non-performing loan analysis.
  • Review financial information to assess financial performance and validate covenant compliance in a timely manner after receipt of the documents.
  • Occasionally assist in the process of submitting documents to clear coming due and past due financial covenants/material exceptions.
  • Assist in the sales proposal process, including accompanying the lenders on client and prospect calls as well as other sales/client-oriented projects.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with other employees, clients, and vendors.
  • Represent the Bank in a highly professional manner.
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
  • Reliable and predictable on-site attendance.

Qualifications

  • At least 3-5 years of commercial banking, underwriting or portfolio management and structuring experience.
  • Formal credit training, preferred.
  • Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services.
  • Demonstrated strong financial acumen and high level of problem-solving skills.
  • Salesforce/nCino experience a plus (not required).
  • Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
  • Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
  • Proven performer in a fast-paced service-oriented role ideally from a commercial banking environment with strong knowledge and understanding of bank products, services and operations.
  • Proficient technical skills with the Internet and in Microsoft Office (Word, Excel, Outlook).
  • Bachelor's degree with exposure to Finance, Business, or Economics courses is preferred or equivalent work experience.
  • An advanced degree and/or ongoing banking seminars and other resources is preferred.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

  • Portfolio Manager

    1 week ago

    Dallas, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Portfolio Manager

    Found in: beBee jobs US - 2 weeks ago

    Dallas, Texas, United States CrossFirst Bank Full time

    OverviewThe Portfolio Manager partners with the Relationship Manager in supporting the growth and development of the loan portfolio. This role provides ongoing asset management of a loan portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews...

  • Sr Portfolio Manager

    Found in: Talent US C2 - 2 weeks ago

    Dallas, United States Texas Capital Bank Full time

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  While we are rooted in core financial products, we are differentiated by our...

  • Portfolio Operations Manager

    2 weeks ago

    Dallas, United States BankFinancial Full time

    Job DescriptionJob DescriptionSummary: This position manages an existing and new portfolio of Commercial Finance Factoring and Asset Based Lending (ABL) clients as well as manages the day-to-day operations for these clients. This position requires proficiency in most areas of Factoring and Asset Based Lending (ABL) operations including credit skills,...

  • Energy Portfolio Manager

    1 week ago

    Dallas, United States CrossFirst Bank Full time

    Overview: The Energy Portfolio Manager provides credit administration support and service to the Energy Banking team. Manage credit and reporting activities for the banks oil and gas portfolio consisting primarily of traditional reserve-based lending. Work within a team environment to close new and existing transactions with credit, legal, and other internal...

  • Portfolio Management Senior Associate

    Found in: beBee jobs US - 1 week ago

    Dallas, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Portfolio Accountant

    Found in: Talent US C2 - 1 week ago

    Dallas, United States Financial Additions Full time

    Financial Additions has partnered with a long standing client in search of a Portfolio Acountant.  Please take some time to review the job descriiption and apply if interested.  Someone from our team will get back to you in 24-48 hours.   Position Description: Portfolio Accountant will perform financial, accounting and reporting functions for a...

  • Institutional Portfolio Manager III

    Found in: Talent US C2 - 4 days ago

    Dallas, United States Bank of America Full time

    Description : This job is responsible for working with complex, institutional investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection,...

  • IT Portfolio Analyst

    1 week ago

    Dallas, United States Perfict Global, Inc. Full time

    About Us: Perfict Global is a leading IT consulting services provider focused on providing innovative and successful business workforce solutions to Fortune 500 companies. Our trained and experienced professionals constantly strive to bring together the best technologies available to manage client's complex business and technology, participate in...

  • Portfolio Analyst

    4 days ago

    Dallas, United States Hicks Holdings LLC Full time

    Portfolio Analyst, Location Dallas The Portfolio Analyst role is a critical member of the commercial team for one of Hicks' operating companies, and will support the analytical reporting, planning, and scorecarding needs of the commercial team. This individual is a critical contributor to topline and bottom line growth through their actionable analysis,...

  • Portfolio Analyst

    5 days ago

    Dallas, United States Hicks Holdings LLC Full time

    Portfolio Analyst, Location Dallas The Portfolio Analyst role is a critical member of the commercial team for one of Hicks' operating companies, and will support the analytical reporting, planning, and scorecarding needs of the commercial team. This individual is a critical contributor to topline and bottom line growth through their actionable analysis,...

  • Portfolio Analyst

    Found in: Appcast Linkedin GBL C2 - 5 days ago

    Dallas, United States Hicks Holdings LLC Full time

    Portfolio Analyst, Location Dallas The Portfolio Analyst role is a critical member of the commercial team for one of Hicks' operating companies, and will support the analytical reporting, planning, and scorecarding needs of the commercial team. This individual is a critical contributor to topline and bottom line growth through their actionable analysis,...

  • Lucas Bols Premium Portfolio Specialist: Dallas/Ft. Worth

    Found in: beBee jobs US - 1 week ago

    Dallas, Texas, United States Next Level Marketing Full time

    POSITION SUMMARY The Premium Portfolio Specialist is a sales and marketing role responsible for building specific brands in the Lucas Bols portfolio (Partida Tequila, Passoa Liqueur, Pallini Limoncello, Bols Ready to Enjoy Cocktails and Galliano Liqueur) in the on-premise. The position also requires the ability to influence key decision-makers and work hand...

  • Lucas Bols Premium Portfolio Specialist: Dallas/Ft. Worth

    1 week ago

    Dallas, United States CareerBuilder Full time

    POSITION SUMMARY The Premium Portfolio Specialist is a sales and marketing role responsible for building specific brands in the Lucas Bols portfolio (Partida Tequila, Passoa Liqueur, Pallini Limoncello, Bols Ready to Enjoy Cocktails and Galliano Liqueur) in the on-premise. The position also requires the ability to influence key decision-makers and work hand...

  • Property Management Director

    1 week ago

    Dallas, United States CareerBuilder Full time

    Property Management Director - Real Estate Developer Dallas, Texas Our client is searching for an experienced Property Management Director to oversee a diverse multifamily portfolio of assets throughout the Southwest. In this role, you will have leadership and oversight for a variety of owned and fee managed assets, providing strategic, hands-on direction...

  • Property Management Director

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Dallas, United States Vitality Group Full time

    Property Management Director - Real Estate DeveloperDallas, TexasOur client is searching for an experienced Property Management Director to oversee a diverse multifamily portfolio of assets throughout the Southwest. In this role, you will have leadership and oversight for a variety of owned and fee managed assets, providing strategic, hands-on direction...

  • Property Management Director

    2 weeks ago

    Dallas, United States Vitality Group Full time

    Property Management Director - Real Estate DeveloperDallas, TexasOur client is searching for an experienced Property Management Director to oversee a diverse multifamily portfolio of assets throughout the Southwest. In this role, you will have leadership and oversight for a variety of owned and fee managed assets, providing strategic, hands-on direction...

  • Project Manager- Cybersecurity

    1 week ago

    Dallas, United States Anblicks Full time

    Skills: Provide leadership and oversight to manage the successful delivery of projects/programs, including Cloud Migrations, Data Center Consolidation, Application Upgrades, ServiceNow PPM implementation, Business Intelligence and Data Analytics, with multiple workstreams that requires partnership with multiple internal and external cross functional...

  • Community Association Manager

    1 week ago

    Dallas, United States All In One Community Management Inc Full time

    Job DescriptionJob DescriptionAll-In-One Community Management is looking for a passionate Portfolio Community Association Manager (CAM) to join our team.Duties and responsibilities• Develop Long-Term Relationship with Account Portfolio• Develop and Maintain Industry Vendor Relationships• Attend Board Meetings• Seek Estimates and Proposals as Advised...

  • Marketing Manager

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Dallas, United States Morrison Seger Venture Capital Partners Full time

    Are you looking for a fast-paced environment where you can assist in the branding and communication of some of the world's most disruptive companies? We are looking for someone to drive ideas into action and lead all things marketing, from pitch decks to events and everything in between. Morrison Seger Venture Capital Partners is a Texas based venture...