Current jobs related to Middle Market Portfolio Manager - Houston - Texas Capital Bank

  • Senior Middle Market Relationship Manager

    11 hours ago

    houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    5 months ago

    Houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    1 month ago

    Houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    7 days ago

    Houston, TX, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Portfolio Manager

    2 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

    2 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

    2 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

    7 days 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

    6 days 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,...

  • P&C Middle Market Underwriter

    3 weeks ago

    Houston, Texas, United States The Hartford Full time

    About the Role:The Hartford is seeking a highly skilled P&C Middle Market Underwriter to manage and underwrite a Middle Market book of business. This role requires analyzing agency books on a quarter-to-quarter basis for potential action, applying underwriting guidelines, and having thorough knowledge of applicable laws, regulations, and governance.Key...

  • Market Facing Underwriter for Middle Markets

    3 weeks ago

    Houston, Texas, United States Zurich Insurance Group Full time

    Job DescriptionZurich Insurance Group is seeking an experienced Middle Markets Underwriter to join our team in Houston, TX. As a key member of our Underwriting Team, you will be responsible for handling complex new and renewal Middle Markets business and serving as a Subject Matter Expert on the team.Key ResponsibilitiesServing as a customer industry...

  • Market Facing Underwriter, Middle Markets

    3 weeks ago

    Houston, Texas, United States Zurich Insurance Group Full time

    Key ResponsibilitiesThe Middle Markets Underwriter will be responsible for serving as a customer industry advocate, focusing on improving the customer experience by understanding their risk and offering the best end-to-end solution for their insurance needs.Key responsibilities include:Using a disciplined approach to exposure evaluation, risk assessment, and...

  • Business Development

    6 days ago

    Houston, United States Madison-Davis, LLC Full time

    Available Locations: Boston, MA / Los Angeles, CA / Seattle, WA / San Francisco, CA / Baltimore, MD / Washington DC / Atlanta, GA / Cincinnati, OH / Houston, TX / Denver, CO Key Responsibilities: Client Relationship Management: Develop and nurture relationships with middle-market corporate clients, providing tailored advice on a wide range of corporate...

  • Middle Market Payroll Specialist

    4 weeks ago

    Houston, Texas, United States Insperity Full time

    Job Title: Middle Market Payroll SpecialistAt Insperity, we are seeking a highly skilled Middle Market Payroll Specialist to join our team. As a trusted advisor and client service professional, you will provide timely and accurate advice on payroll compliance and deliver payroll solutions that positively impact our clients' businesses and create client...

  • Brand Portfolio Manager

    4 weeks ago

    Houston, Texas, United States INCPG Full time

    Job Title: Brand Portfolio ManagerThe Brand Portfolio Manager is a key participant in the management of brand portfolio, responsible for assisting the Director of Marketing in defining business strategies and creating and executing marketing plans to meet short and long-term sales, share, and profit goals.Key Responsibilities:Work with the Director of...

  • Brand Portfolio Manager

    4 weeks ago

    Houston, Texas, United States INCPG Full time

    Job Title: Brand Portfolio ManagerThe Brand Portfolio Manager is a key player in the management of our brand portfolio. This role requires a strong analytical mindset, excellent communication skills, and the ability to work independently to provide insights and recommendations to drive business growth.Key Responsibilities:Develop and execute marketing...

  • Portfolio Manager Associate

    3 weeks ago

    Houston, Texas, United States City National Bank Full time

    Job SummaryCity National Bank is seeking a skilled Portfolio Manager Associate to join our team. As a key member of our investment management team, you will be responsible for implementing proprietary strategies and asset allocation for our clients.Key ResponsibilitiesPartner with portfolio managers to recommend initial strategic asset class allocation for...

  • Portfolio Manager

    4 weeks ago

    Houston, Texas, United States BankTalent HQ Full time

    {"title": "Portfolio Manager", "description": "Job SummaryAt BankTalent HQ, we're committed to fostering a culture of growth and development. Our team is dedicated to helping our employees thrive in their careers. As a Portfolio Manager, you'll play a key role in servicing, developing, and retaining new and existing clients in the Houston market and...

  • Portfolio Manager Associate

    3 weeks ago

    Houston, Texas, United States City National Bank Full time

    Job SummaryCity National Bank is seeking a highly skilled Portfolio Manager Associate to join our team. As a key member of our investment management team, you will be responsible for implementing proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients.Key Responsibilities:Partner with portfolio managers to...

  • Analyst Trade Portfolio

    2 weeks ago

    Houston, United States Occidental Petroleum Corporation Full time

    Title: Analyst Trade Portfolio Location: United States-Texas-Houston Other Locations: Description Oxy is an international energy company with assets primarily in the United States, the Middle East and North Africa. We are one of the largest oil and gas producers in the U.S., including a leading producer in the Permian and DJ basins, and offshore Gulf of...

Middle Market Portfolio Manager

2 months ago

Houston, 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 approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Brief Overview of Position

The Portfolio Manager II role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.

This position will support the Middle Market line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities. The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate. The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business.

Responsibilities

To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:

  • Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
  • Responsible for risk rating assessment and periodic relationship reviews
  • Partner with Relationship Manager in credit agreement review and negotiation
  • Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
  • Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.
  • Ownership of policy exception identification
  • Direct and manage portfolio reviews
  • Validate covenant compliance and covenant management
  • Ownership of post-approval modifications to ensure accurate reporting of credit exposure
  • Client management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.
  • Client management in SalesForce
  • Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
  • Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
  • Identify cross-sell opportunities
  • Partner with Special Assets Group for credit requests (as needed)
  • Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects
Qualifications
  • Bachelor's degree in Finance, Accounting, Commercial Banking or equivalent/relevant program
  • 5+ years' experience in Commercial or Corporate Banking with formal Credit training.
  • Exceptional writing, interpersonal and communication skills
  • Extraordinary levels of motivation and initiative
  • Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization
  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations
  • Passion for financial services and delivering superior client experiences
  • Proven leadership skills and community involvement


The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.