Credit Portfolio Manager

2 months ago


Houston, United States Professional Alternatives Full time

Credit Portfolio Manager – Oils portfolios (Houston, TX – local candidates only)

Responsible for approval and administration of credit to a group of assigned accounts. Assists Credit leadership in his/her respective duties through recommendations involving procedures and standards. Minimum Qualifications

Degree: Bachelor’s Degree. 3 years. High level of skill in performing deep dive financial and credit assessments for commercial and corporate counterparties/customers. Ability to advise others of existing & potential customers where growth/restrictions are warranted. Strong communication & interpersonal skills to protect company interest. Competent to work on complex projects & recommend changes where needed. Minimal supervision. Basic to moderate knowledge of Microsoft Office is required. SAP knowledge is preferred. Key Role Accountabilities

Evaluate creditworthiness of new and existing customers for Company. Approve credit lines within delegated authority; recommend approvals for higher limits or non-standard terms. Conduct regular and ad-hoc credit evaluations; adjust credit lines as necessary. Monitor and control customer account balances to ensure adherence to terms and limits. Initiate collections for past due accounts; review and release orders on credit hold. Assist Accounts Receivable with reconciling payments and resolving outstanding balances. Support Pricing, Customer Service, and other departments with account adjustments and issue resolution. Collaborate with Legal, Contracts, Marketing, and other teams on credit-related aspects of contracts and agreements. Manage payment arrangements for customers in financial difficulty; assist with legal actions against severely delinquent customers. Obtain security agreements (e.g., letters of credit, guaranties) when needed to mitigate credit risk. Undertake ad-hoc projects and prepare reports as requested by management. Stay informed about industry, economic, and global trends affecting credit decisions.

#J-18808-Ljbffr



  • Houston, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. Senior Portfolio Manager - Houston, Texas We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is a key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be...

  • Credit Manager

    3 months ago


    Houston, United States EDF Trading Limited Full time

    EDF Trading North America, LLC is a major participant in wholesale energy markets and delivers customized energy solutions for our customers. We operate in every market and provide coast to coast coverage of financial and physical products in power, natural gas and NGLs, environmental products and financial crude oil products. We provide our customers with...

  • Portfolio Manager III

    4 weeks ago


    Houston, United States The Ladders Full time

    The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and...


  • Houston, Texas, United States BankTalent HQ Full time

    Position Overview: BankTalent HQ is in search of a Commercial Loan Portfolio Manager to enhance our International Banking division. This team specializes in comprehensive lending solutions tailored for exporters, importers, U.S. subsidiaries of foreign entities, and global corporations. Key Responsibilities: Oversee the entire credit approval process.Draft...


  • Houston, Texas, United States BankTalent HQ Full time

    Position Overview: BankTalent HQ is in search of a Commercial Lending Portfolio Manager to enhance our International Banking division. This team specializes in comprehensive lending solutions tailored for exporters, importers, U.S. subsidiaries of foreign entities, and global corporations. Key Responsibilities: Oversee the entire credit approval...


  • Houston, Texas, United States BankTalent HQ Full time

    Position Overview: BankTalent HQ is in search of a skilled Portfolio Manager to oversee our International Banking division. This team specializes in comprehensive lending solutions tailored for exporters, importers, U.S. subsidiaries of foreign entities, and multinational corporations. Key Responsibilities:Oversee the entire credit approval process, ensuring...

  • Portfolio Manager

    2 months ago


    Houston, United States Texas Capital Bank Full time

    Portfolio Manager - Commercial Lender Finance page is loaded Portfolio Manager - Commercial Lender Finance Apply locations Dallas, TX time type Full time posted on Posted Yesterday job requisition id JR101833 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...


  • Houston, Texas, United States The Goddard School of Houston (Greenway Upper Kirby), TX Full time

    Position Overview:The Credit Operations Manager is responsible for overseeing and managing the credit functions associated with a designated portfolio of customer accounts. This role is crucial in ensuring that credit practices align with the organization's core values and operational policies.Key Responsibilities:- Manage and monitor all credit-related...


  • Houston, United States Creative Financial Staffing Full time

    Our industrial client is seeking an Assistant Credit Manager to join their collections leadership team! This well-established firm has been in business for over 100 years and has been growing ever since. Why should you explore this Assistant Credit Manager role? Competitive salary and comprehensive benefits plan. Flexible working schedule! - this company...

  • CCB Underwriter

    2 months ago


    Houston, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Credit Manager

    3 weeks ago


    Houston, United States The Goddard School of Houston (Greenway Upper Kirby), TX Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert CITGO Petroleum Corporation is a recognized leader in the refining industry and operates under the well-known CITGO brand. CITGO owns and operates three refineries located in Lake Charles, LA.; Lemont, IL.; and Corpus Christi, TX, and wholly and/or jointly...

  • Credit Manager

    2 months ago


    Houston, United States The Ladders Full time

    Our Favorite CITGO Perks are: • Remote Work options available for eligible positions • Options are department and/or location specific • 9/80 Work Schedule Option (where applicable) • Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees • Paid Vacation Time • Company-Paid Holidays • Parental Leave • Excellent...

  • Credit Manager

    3 months ago


    Houston, United States CITGO Petroleum Corporation Full time

    Our Favorite CITGO Perks are:: Remote Work options available for eligible positions Options are department and/or location specific 9/80 Work Schedule Option (where applicable) Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees Paid Vacation Time Company-Paid Holidays Parental Leave Excellent 401(k) Match Pension Plan...


  • Houston, Texas, United States BankTalent HQ Full time

    About BankTalent HQ:At BankTalent HQ, we prioritize our people and culture, fostering an environment where every individual is valued. We believe in the power of diverse experiences and perspectives, which contribute to our collective success.We are currently seeking a skilled Commercial Portfolio Manager who will play a pivotal role in servicing,...


  • Houston, Texas, United States Fifth Third Full time

    Enhancing Banking Solutions at Fifth Third At Fifth Third Bank, we strive to connect exceptional talent with outstanding opportunities. Explore a rewarding career in the banking sector with us.GENERAL FUNCTION: The Senior Credit Analyst is chiefly responsible for collaborating with Portfolio Managers, assisting in the daily tasks of credit evaluation and...


  • Houston, Texas, United States Fifth Third Full time

    Enhancing Banking Solutions at Fifth ThirdAt Fifth Third Bank, we are dedicated to connecting talented individuals with exceptional career opportunities in the banking sector.PRIMARY FUNCTION: The Senior Credit Analyst plays a crucial role in collaborating with Portfolio Managers, assisting in the daily tasks of credit assessment and monitoring while...


  • Houston, Texas, United States Creative Financial Staffing Full time

    Creative Financial Staffing is looking for a Credit Operations Assistant Manager to enhance our collections leadership team. This reputable organization has been a key player in the industry for over a century and continues to thrive.What makes this Credit Operations Assistant Manager position appealing?Attractive salary package along with a robust benefits...


  • Houston, Texas, United States Creative Financial Staffing Full time

    Creative Financial Staffing is looking for a Credit Management Assistant to become a vital part of our collections leadership team. This reputable organization has been a key player in the industry for over a century and continues to thrive.What makes this Credit Management Assistant position appealing?Attractive salary package along with a comprehensive...


  • Houston, Texas, United States EDF Trading Limited Full time

    Company Overview:EDF Trading Limited is a prominent player in the wholesale energy sector, providing tailored energy solutions to a diverse clientele. We engage in various markets, ensuring comprehensive coverage of financial and physical products across power, natural gas, NGLs, environmental products, and financial crude oil offerings. Our mission is to...


  • Houston, Texas, United States Cadence Bank Full time

    Position OverviewThe Senior Asset-Based Lending Portfolio Manager is tasked with safeguarding the financial institution's assets through diligent management of designated asset-based client relationships. This role is pivotal in ensuring exceptional client satisfaction while upholding robust credit frameworks and mitigating credit risks through strategic...