Portfolio Manager

3 weeks ago

Dallas, United States THIRD COAST BANK Full time
Job DescriptionJob Description

Position Summary:

Responsible for managing larger and more complex middle market and corporate credits. Ensures the portfolio achieves soundness, profitability, and growth objectives. Provides credit and sales support to Corporate Banking.

Skills and Experience:

•10+ years’ work experience related to various aspects of middle market and corporate banking

•Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly

•Manages moderately large relationships (credits, deposits, and fee-based products/services) that require more complex analysis

•Experience reviewing and negotiating loan documents

•Performs or initiates account/loan maintenance as required

•Acts as liaison for customer inquiries, issues account instructions; redirects questions and requests as necessary if issues relate to other departments

•Ensures accuracy of information, data, and documentation for all portfolio accounts

•Actively participates in customer meetings to further the relationship and expand business opportunities

•Good mathematical, reading comprehension and writing skills

•Must have excellent interpersonal and communication skills

•Must be able to verbally communicate effectively one-to-one and in groups

•Must be able to write clearly and effectively

•Must be able to develop and maintain cohesive, cooperative internal and external working relationships

•Must have good personal organization and time management skills

•Must allocate time effectively and independently prioritize workload to meet timelines

•Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

•Support Corporate Bankers in managing existing and developing new client relationships

•Assist Corporate Banking team in deal qualification assessment, due diligence, and loan structuring

•Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.)

•Lead the underwriting of complex deal structures through the credit approval process

•Partner with team in reviewing and negotiating loan documents and engaging counsel as needed

•Conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio

•Assist in training and coaching underwriters and new team members

•Coordinate with internal partners & internal discussions (credit discussions, screens, etc.)

•Ability to work within timelines and complete projects before deadlines

•Special projects as needed

Education and Experience:

•Bachelor’s degree in Business, Finance, Accounting, or related field

• Minimum of ten (10) years Portfolio Manager experience in Middle Market

•Ability to respond to common inquiries from internal clients, regulatory agencies, and employees

•Advanced knowledge of related state and federal banking compliance regulations, and other Bank operational policies

•Intermediate skills in computer terminal and personal computer operation, including use of word, excel, and office

•Advanced math skills

•Effective verbal, written and interpersonal communication skills

•Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.

•Effective organizational and time management skills

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