Senior Portfolio Manager

7 hours ago

Houston TX United States Veritex Community Bank Full time

Senior Portfolio Manager

Location: Houston, TX, USA

Req #: 309

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:

  1. Responsible for partnering with RMs, CMs and SCOs to underwrite, originate and monitor credit portfolio of existing loan relationships.
  2. Responsible for supporting the expansion of credit relationships with a high degree of resultant relative to customer satisfaction.
  3. 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.
  4. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  5. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
  6. Assists bankers with new and existing loan requests and other special projects.
  7. Actively manages relationships within and across various business lines and ensures alignment with enterprise and/or regulatory requirements.

Job Skills and Qualifications:

  1. 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.
  2. An equivalent combination of education and experience may meet qualifications.
  3. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
  4. Knowledge of banking products, services, policies, procedures and regulations.
  5. Solid credit skills in underwriting, financial modeling, valuations and adherence to policy.
  6. Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills.
  7. Must have solid communications skills, both verbal and written.
  8. Knowledge of various software applications including word processing and spreadsheets.

Company Overview:

Truth in Texas Banking. That's what we're about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune's 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we've built a bank forever rooted in truth, transparency, and uncompromising integrity.

We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to "Be Your True Self." Our "True You" culture is made up of five pillars:

  1. Be Mindful
  2. Be Healthy
  3. Be Better
  4. Be Prosperous
  5. Be Faithful

With this as our foundation, we've built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect.

Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer.

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

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