Current jobs related to Portfolio Manager - Houston - Texas Capital Bank
-
Portfolio Manager
5 days ago
Houston, Texas, United States Westwood Holdings Group Full timeAbout the RoleWestwood Holdings Group, Inc. is a leading investment management boutique and wealth management firm seeking a skilled Portfolio Manager to join our team. As a key member of our wealth division, you will be responsible for co-managing discretionary investment strategies and providing exceptional support to our Private Wealth Advisors.Key...
-
Portfolio Manager
1 week ago
Houston, Texas, United States Westwood Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Westwood Management. As a key member of our investment team, you will be responsible for co-managing discretionary investment strategies for our wealth division.Key responsibilities include:Research, construction, and implementation of investment strategies for clients of...
-
IT Portfolio Manager
4 months ago
Houston, United States Houston Methodist Full timeAt Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...
-
Portfolio Manager
7 days ago
Houston, Texas, United States NewRez LLC Full timeJob Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at NewRez LLC. As a Portfolio Manager, you will be responsible for client relationship management, strategy implementation, and overall profitability for the organization.Key Responsibilities:Manage client relationships and develop strategies to improve client...
-
Portfolio Manager
6 days ago
Houston, Texas, United States Westwood Holdings Group Full timeAbout the RoleWestwood Holdings Group, Inc. is a leading investment management boutique and wealth management firm seeking a skilled Portfolio Manager to join our team. As a key member of our wealth division, you will be responsible for co-managing discretionary investment strategies and providing exceptional support to our Private Wealth Advisors.Key...
-
Portfolio Manager
4 days ago
Houston, Texas, United States BankTalent HQ Full time{"title": "Portfolio Manager", "content": "Job SummaryAt BankTalent HQ, we're committed to fostering a culture of growth and development. As a Portfolio Manager, you'll play a critical role in driving business success by delivering exceptional client experiences and driving revenue growth.Key ResponsibilitiesPrepare and present credit presentations to...
-
Portfolio Manager
3 weeks ago
Houston, Texas, United States Lillibridge Full timeJob SummaryThe Portfolio Manager is responsible for overseeing the day-to-day management of a portfolio of on and off campus medical office buildings. This position is responsible for implementing financial, operational, and leasing initiatives in accordance with policies and budgets.Key ResponsibilitiesOversee financial, operational, and leasing aspects of...
-
Portfolio Manager
1 week ago
Houston, Texas, United States NewRez LLC Full timeJob Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at NewRez LLC. As a key member of our organization, you will be responsible for client relationship management, servicing oversight, and strategy implementation.Key Responsibilities:Manage client relationships and ensure timely communicationOversee servicing...
-
Portfolio Manager
7 days ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Portfolio ManagerAt BankTalent HQ, we're committed to fostering a culture of growth and development. Our team is dedicated to helping our employees thrive and reach their full potential.The successful Portfolio Manager will be responsible for servicing, developing, and retaining new and existing C&I clients in the Houston market and surrounding...
-
Portfolio Manager III
1 week ago
Houston, Texas, United States Cadence Bank Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager III to join our Investment Team at Cadence Bank. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment Committee.Key ResponsibilitiesMaintain investment...
-
Portfolio Manager III
1 week ago
Houston, United States Cadence Bank Full timePosition Title: Portfolio Manager III Reports To: Chief Investment Officer FLSA Status: Exempt Department: Investments Location: Houston, TX OR Atlanta, GA Summary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include...
-
Portfolio Management Associate
3 weeks ago
Houston, Texas, United States CBRE Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Associate to join our team at CBRE. As a key member of our team, you will be responsible for providing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans.Key ResponsibilitiesConduct research and financial analysis of...
-
Portfolio Manager III
4 months ago
Houston, United States Linscomb Wealth Full timePosition Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:InvestmentsSummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing...
-
Portfolio Manager III
4 weeks ago
Houston, United States Linscomb Wealth Full timePosition Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:Investments Location:Houston, TX OR Atlanta, GASummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining...
-
Portfolio Manager III
2 weeks ago
Houston, Texas, United States Linscomb Wealth Full time{"Job Title": "Portfolio Manager III", "Job Summary": "We are seeking a highly skilled Portfolio Manager III to join our team at Linscomb Wealth. As a key member of our Investment Team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment...
-
Senior Portfolio Manager
3 weeks ago
Houston, United States Fifth Third Bank, N.A. Full timeFifth 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...
-
Portfolio Manager III
2 weeks ago
Houston, Texas, United States Linscomb Wealth Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager III to join our Investment Team at Linscomb Wealth. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Investment Team, Trading Team, and Wealth Advisor Team to achieve optimal investment outcomes.Key ResponsibilitiesPortfolio...
-
Executive Portfolio Manager
3 weeks ago
Houston, Texas, United States Lillibridge Full timeExecutive Portfolio ManagerThe Executive Portfolio Manager is responsible for the day-to-day management of a portfolio of on and off campus medical office buildings.This position reports to a Regional Director and is considered the point person in their respective market, responsible for understanding the overall market and sub-market conditions and how they...
-
IT Portfolio Manager
6 days ago
Houston, Texas, United States University Of Houston Full timeJob SummaryFacilitate the effective implementation of projects in the Department of Information Technology (IT) by utilizing IT project management methods and procedures for project portfolio analysis and resource allocation.Key ResponsibilitiesWork closely with IT management and project teams to ensure successful project delivery.Develop and implement...
-
Senior Portfolio Manager
2 weeks ago
Houston, United States Fifth Third Bank, N.A. Full timeMake banking a Fifth Third better 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 intimately involved in the deal...
Portfolio Manager
3 months ago
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 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.
Similar Jobs (4)
Portfolio Manager - ABL
locations
Dallas, TX
time type
Full time
posted on
Posted 30+ Days Ago
Portfolio Manager - Energy
locations
Dallas, TX
time type
Full time
posted on
Posted 30+ Days Ago
Portfolio Manager - ABL Healthcare
locations
3 Locations
time type
Full time
posted on
Posted 30+ Days Ago
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies
#J-18808-Ljbffr
