Portfolio Manager

2 months ago

Austin, United States Farm Credit Bank of Texas Full time
Job Description

Who we are:

Farm Credit Bank of Texas is a $37.5 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets.

While you may not be familiar with our name, Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive hybrid workplace located along the bluffs of the Colorado River just minutes west of downtown Austin.

We seek out top talent in their fields, whether it be technology, finance, accounting, credit, human resources, or other administrative functions, and welcome you to join us in our mission to feed the world.

Position Description:

We are searching for Portfolio Manager. This position supports the growth of assigned portfolio by managing clients through the various stages of the lending process. Provides ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are met. The Portfolio Manager is responsible for client relationships as well as on-going organic sales and support of clients. Key responsibilities of the position include day-to-day client interaction, screening, structuring, underwriting, and monitoring commercial relationships while adhering to the standards and policies set by the bank.

Day-to Day-Duties and Responsibilities:
  • Assists in the lending and sales process, either independently or alongside Senior Lenders during customer and prospect meetings.
  • Possesses a deep understanding of, and the ability to screen and underwrite, complex lending opportunities crafted by commercial bankers and portfolio managers.
  • Prepares memos and oversees the underwriting for both new deals and renewals.
  • Collaborates closely with internal teams such as commercial credit analysts, appraisal services, and loan administration.
  • Coordinates with external attorneys to draft loan documentation.
  • Upholds credit policies, guidelines, and all regulatory standards.
  • Regularly reviews portfolios, tracking past dues, exceptions, and upcoming loan maturities.
  • Gathers necessary information for renewals and provides well-informed recommendations for these accounts.
  • Monitors and reports on deteriorating credit conditions.
  • Engages in risk assessment, suggesting adjustments when necessary.
  • Guarantees that all department activities and documentation align with relevant laws, regulations, and policies, including the completion of mandatory compliance training.
  • Performs other duties and responsibilities as assigned.
What You Bring to the Team:

It is an important role that covers many skills. This position requires:

Position requires a bachelor's degree in Accounting, Finance or Business Administration, or other applicable field of study, with five (5) to seven (7) years related experience credit analyst, commercial lender, portfolio manager. Experience should demonstrate ability to resolve progressively more complex issues and to direct staff resources. Farm Credit experience or advanced degrees are desirable.
  • Proficient in supporting a commercial lending portfolio valued at $250MM or more, working with either a team or an individual commercial banker.
  • Skilled in interpreting various documents, including procedure manuals, business correspondences, journals, and government regulations.
  • Capable of reading, understanding, and interpreting financial and legal documents.
  • Experienced in crafting complex reports and business communications.
  • Equipped to address written queries or complaints from customers, regulatory bodies, or the business sector.
  • Proficient in presenting data, both individually and in small groups, to stakeholders ranging from customers and colleagues to management.
  • Competent in sharing information and answering inquiries from larger audiences, including managers, clients, the public, or board members.
Our benefits:

In addition to a competitive salary, we offer comprehensive, affordable, and competitive benefit options that are focused on health and wellness, financial security, and achieving a work-life balance:
  • Flexible and affordable health and wellness benefits, including medical insurance, prescription drug coverage, dental insurance, vision care, flexible spending accounts, and more.
  • 401(k) plan that includes an employer match (up to 4%) plus an additional employer contribution (up to 5%), both of which vest on the first day of employment
  • Employer paid long-term disability and life insurance
  • Generous vacation leave, sick leave, and up to eleven paid holidays
  • Paid parental leave program of up to six weeks
  • Up to five days per year to volunteer in local community organizations, services, or events
  • Ongoing professional development opportunities
  • Generous tuition-reimbursement program
  • Physical fitness incentive plan
  • Employer matching gifts program
  • Modern hybrid work schedule combining in office and remote work locations.


Our culture:

In a world filled with unpredictable challenges, we invest in our people and ensure they have dependable careers with ample growth opportunities. As part of the larger Farm Credit System, we focus on building our culture around personal relationships and the ability to be connected to leadership through in-person conversations, regular town halls and employee engagement events. We are deeply committed to attracting and fostering a diverse workforce, development and career advancement and recognizing the hard work of individuals who contribute to our success.

Important note: We care about your hiring process and take it seriously. A real person will review your application and resume, meaning response timelines may vary. The interviewing process at Farm Credit Bank of Texas may include phone calls, text messages, emails, video interviews, on-site interviews, and requests for portfolios or demonstrations of work. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.

A/EOE/M/F/D/V

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