Portfolio Manager

1 month ago

Dallas, 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 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 Commercial Lender Finance 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.

Based on experience and scope of role, this position could be classified as a Senior Portfolio Manager.

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
  • 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, Real Estate, Commercial Banking or equivalent/relevant program
  • 3+ years' experience in Middle Market or Corporate Banking with formal Credit training. Historical experience with Asset Based Lending or Commercial Lender Finance is preferred.
  • Experience in analyzing field exam reports, appraisals, collateral reporting, borrowing bases and other common asset based lending materials.
  • 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
  • Ability to live and work in Dallas, Austin, Fort Worth, Houston or San Antonio
  • Proven leadership skills and community involvement
  • Passion for financial services and delivering superior client experiences


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.

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