Senior Portfolio Manager

7 days ago

Houston, United States Veritex Community Bank Full time

Job Summary:

The Senior Portfolio Manager serves and supports the Bank’s mission by partnering with multiple lines of business to analyze credit opportunities for both new and existing clients. The Senior Portfolio Manager position requires direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support team for the client.

Responsibilities and Duties:

  • Responsible for partnering with RMs, CMs and SCOs to underwrite, originate and monitor credit portfolio of existing loan relationships.
  • Responsible for supporting the expansion of credit relationships with a high degree of resultant relative to customer satisfaction.
  • Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
  • Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
  • Assists bankers with new and existing loan requests and other special projects.
  • Actively manages relationships within and across various business lines and ensures alignment with enterprise and/or regulatory requirements.


Job Skills and Qualifications:

Requires a bachelor’s degree in finance, Business or other related field and 5+ years of banking, relationship management, underwriting and credit experience or other directly related experience.

An equivalent combination of education and experience may meet qualifications.

Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.

Knowledge of banking products, services, policies, procedures and regulations.

Solid credit skills in underwriting, financial modeling, valuations and adherence to policy.

Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills.

Must have solid communications skills, both verbal and written.

Knowledge of various software applications including word processing and spreadsheets.

  • IT Portfolio Manager

    4 weeks ago

    Houston, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • IT Portfolio Manager

    6 months ago

    Houston, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • IT Portfolio Manager

    4 weeks ago

    Houston, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • IT Portfolio Manager

    2 months ago

    Houston, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • IT Portfolio Manager

    4 weeks ago

    Houston, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • Retail Portfolio Management Analyst

    3 weeks ago

    Houston, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the...

  • Retail Portfolio Management Analyst

    3 weeks ago

    houston, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the...

  • Retail Portfolio Management Analyst

    2 weeks ago

    Houston, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the...

  • IT Portfolio Manager

    2 months ago

    Houston, TX, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • Veritex Community Bank | Senior Portfolio Manager | houston, tx

    1 week ago

    houston, United States Veritex Community Bank Full time

    Job Summary:The Senior Portfolio Manager serves and supports the Bank’s mission by partnering with multiple lines of business to analyze credit opportunities for both new and existing clients. The Senior Portfolio Manager position requires direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support...

  • IT Portfolio Manager

    4 weeks ago

    Houston, United States Citi Resources Full time

    About the job IT Portfolio Manager IT Portfolio ManagerJob Brief: We are seeking a highly skilled and experienced IT Portfolio Manager to oversee our digital portfolio, with a specific focus on Collection Operations and Commercial Routing within the Waste Management industry. The role will be responsible for defining portfolio governance, managing vendor...

  • IT Portfolio Manager

    3 weeks ago

    Houston, TX, United States Houston Methodist Full time

    At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

  • Portfolio Manager

    4 weeks ago

    Houston, United States Logista Advisors Full time

    Logista Advisors LLC - Houston TX, OnsitePortfolio ManagerLogista Advisors runs a commodities fund based in Houston with a strong track record of success. We specialize in commodity spread options trading focusing on crude markets, however we are diversifying our portfolio by identifying opportunities in other areas of commodities trading. e.g. natural gas,...

  • Portfolio Manager

    4 weeks ago

    Houston, United States Logista Advisors Full time

    Logista Advisors LLC - Houston TX, OnsitePortfolio ManagerLogista Advisors runs a commodities fund based in Houston with a strong track record of success. We specialize in commodity spread options trading focusing on crude markets, however we are diversifying our portfolio by identifying opportunities in other areas of commodities trading. e.g. natural gas,...

  • Portfolio Manager

    4 weeks ago

    houston, United States Logista Advisors Full time

    Logista Advisors LLC - Houston TX, OnsitePortfolio ManagerLogista Advisors runs a commodities fund based in Houston with a strong track record of success. We specialize in commodity spread options trading focusing on crude markets, however we are diversifying our portfolio by identifying opportunities in other areas of commodities trading. e.g. natural gas,...

  • Portfolio Manager

    3 weeks ago

    Houston, United States Logista Advisors Full time

    Logista Advisors LLC - Houston TX, OnsitePortfolio ManagerLogista Advisors runs a commodities fund based in Houston with a strong track record of success. We specialize in commodity spread options trading focusing on crude markets, however we are diversifying our portfolio by identifying opportunities in other areas of commodities trading. e.g. natural gas,...

  • Portfolio Manager

    3 weeks ago

    houston, United States Logista Advisors Full time

    Logista Advisors LLC - Houston TX, OnsitePortfolio ManagerLogista Advisors runs a commodities fund based in Houston with a strong track record of success. We specialize in commodity spread options trading focusing on crude markets, however we are diversifying our portfolio by identifying opportunities in other areas of commodities trading. e.g. natural gas,...

  • Portfolio Manager I

    4 weeks ago

    Houston, United States Cadence Bank Full time

    Description What The Role Is: Assist in preparation of credit requests including new originations, renewals, modifications and prospect briefings. Under the direction of the Credit & Underwriting Executive, ensures completeness and accuracy of approval documentation in the loan approval, prospect, renewal and modification processes. Evaluates structures,...

  • Director, Strategic Portfolio Management

    4 weeks ago

    Houston, United States Sysco Full time

    Job Summary: Director, Strategic Portfolio Management is responsible for the direction and leadership of the Technology portfolio management function.  The Strategic Portfolio Management team provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress and helps to...

  • Director, Strategic Portfolio Management

    4 weeks ago

    HOUSTON, United States Sysco Full time

    Job Summary:Director, Strategic Portfolio Management is responsible for the direction and leadership of the Technology portfolio management function. The Strategic Portfolio Management team provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress and helps to identify...