Director, Portfolio Management
2 months ago
Director, Portfolio Management -CIB + Job ID: 14316 + Functional Area: Corporate and Institutional Banking + Position Type: Full-Time Regular + Experience Required: 7 - 10 Years + Location: Houston, TX Montrose + Department: CIB Port Mgmt and Opns + Education Required: Bachelors Degree + Relocation Provided: Email a Friend Save SaveApply Now Position Description: Job Purpose and Scope: Responsible for supporting lending efforts with varying degree of complexity and attention to detail by leading the analysis, underwriting, origination, monitoring and servicing of loans across the Corporate & Institutional Banking (“CIB”) division. Reviews credit memorandums and ensures all due diligence is complete and accurate and in compliance with the policies and procedures of the CIB - portfolio management, underwriting, and operations. Supervises and serves as mentor/coach for CIB underwriting team members. Responsible for monitoring and maintaining credit relationships within CIB division. Essential Job Functions: + Ensures thorough, accurate, and timely servicing of the loan portfolio in compliance with Bank’s Loan Policy. + Oversees and directs various portfolio managers or associates within the division regarding potential exposure, operational risks, or servicing issues. + Oversees the underwriting team’s workflow and designates assignments ensuring loan requests are processed in a timely manner. + Manages the daily pipeline of new business, renewals, and matured loans by tracking, monitoring, and reporting activity on a regular pipeline report. + Oversees risk within the loan portfolio to ensure potential challenges are identified well in advance and communicated to borrowers and upper management so that timely resolutions result in mitigation of Bank’s risk. + Ensures underwriting is thorough, accurate, and incorporates detailed risk analysis mitigation that aligns with the Bank’s credit risk appetite. + Provides financial analysis, analytical, and underwriting support to business lines within the division. + Reports on the comparison of the business forecast to the Loan Portfolio. + Oversees underwriting of CIB Credit Analysts and provides feedback and mentorship as necessary. + Manages, drafts, and implements operational policies and procedures. + Collaborates on related underwriting guidelines and expectations, develops required loan presentation content and standardized approaches, and recommends updates, as appropriate. + Collaborates across business lines and communicates pertinent information/changes to upper management. + Recommends updates to relevant sections of Loan Policy. + Provides advice and expertise on trouble credits as to best course of action. + Manages, leads, and mentors team of staff within department. + Regularly exercises discretion and judgment in the performance of essential job functions. + Maintains good punctuality and attendance to work. + Follows Bank policy, procedures, and guidelines. Knowledge, Skills & Abilities: + Comprehensive knowledge and understanding of finance and credit analysis. + Comprehensive knowledge of lending activities and terminology. + Knowledge of federal and state lending and compliance regulations. + Ability to demonstrate effective interpersonal, negotiation, and communication skills + Ability to demonstrate effective leadership presence and credibility. + Ability to demonstrate strong business acumen and business development skills. + Ability to demonstrate critical thinking, analytical, and problem-solving skills. + Ability to work effectively and collaboratively across functional and organizational groups and build business relationships to achieve the desired objectives of the Bank. + Ability to develop and motivate staff to achieve team goals. + Ability to multitask, manage priorities and work effectively within exacting deadlines. + Ability to demonstrate accuracy and thoroughness in work. + Ability to maintain confidentiality. + Ability to work evenings and weekends as necessary. + Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook. Job Expectations:Operate customary equipment and technology used in a business environment, with or without accommodation. Note:This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #DNP Position Requirements: Basic Qualifications: + Bachelor’s degree in finance, accounting, business, economics, or job-related field, required. + Minimum of eight (8) years of work experience in Commercial and/or Corporate Banking, required. + Successful completion of a formal credit training program, preferred. + Minimum of three (3) years of previous management experience, preferred. Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
We have other current jobs related to this field that you can find below
-
Portfolio Manager
2 months ago
Houston, United States Worth Ross Management Co Inc Full timeJob DescriptionJob Description Schedule: M - F 8:30 AM to 5:30 PM The WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of business and is responsible for operational, administrative, financial, human resources, maintenance, and security functions of one or more communities. The Portfolio Manager is required to be on...
-
Assistant Portfolio Manager
2 weeks ago
Houston, United States Invitation Homes Full timeWho We Are Invitation Homes is a team of more than 1,400 associates who come from all walks of life. We call different communities "home." But our shared values bind us together. Invitation Homes is a place where possibility lives. The market teams include our Leasing, Property Management and Rehab, Turns & Maintenance professionals. Together, our dedicated...
-
Assistant Portfolio Manager
1 month ago
Houston, United States Invitation Homes Full timeWho We Are Invitation Homes is a team of more than 1,400 associates who come from all walks of life. We call different communities "home." But our shared values bind us together. Invitation Homes is a place where possibility lives. The market teams include our Leasing, Property Management and Rehab, Turns & Maintenance professionals. Together, our dedicated...
-
Portfolio Manager II
1 month ago
Houston, United States Linscomb & Williams Full timeThe Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager or Senior Portfolio Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. The...
-
Portfolio Manager III
3 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...
-
Senior Portfolio Manager
4 weeks ago
Houston, United States Airswift Full timeTechnology and Innovation (T&I) Portfolio LeadSchedule: 40 hours/week, requires 3 days in the office/weekDuration: Expected to be between 6-9 months from start dateLocation: Houston, TXBenefits: Medical, Dental, Vision, Life Insurance, Long-term Disability, 401KOverviewAre you ready to spearhead innovation in the energy sector? We are in search of a dynamic...
-
Senior Portfolio Manager
4 weeks ago
Houston, United States Airswift Full timeTechnology and Innovation (T&I) Portfolio LeadSchedule: 40 hours/week, requires 3 days in the office/weekDuration: Expected to be between 6-9 months from start dateLocation: Houston, TXBenefits: Medical, Dental, Vision, Life Insurance, Long-term Disability, 401KOverviewAre you ready to spearhead innovation in the energy sector? We are in search of a dynamic...
-
Credit Portfolio Manager
2 months ago
Houston, United States Professional Alternatives Full timeCredit 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...
-
Portfolio Accounting Manager
3 months ago
Houston, United States JERA Americas Full timeSummaryJERA Americas (JAM) holds strategic investments in energy infrastructure such as conventional natural gas/oil-fired electricity generation, renewable electricity generation, and natural gas liquefaction. As JAM expands its investments in 2024, we are constructing a financial asset management team to provide standardized services for our wholly-owned...
-
Portfolio Manager III
2 months ago
Houston, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Portfolio Manager
2 months ago
Houston, United States NewRez LLC Full timeAlso doing business as Shellpoint Mortgage Servicing 1100 Virginia Drive, Suite 125 Fort Washington PA 19034 Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. Portfolio Manager (On-site) page is loaded Portfolio Manager (On-site) Apply locations TX, Houston SC,...
-
Portfolio Manager
7 days ago
Houston, United States NewRez LLC Full timeAlso doing business as Shellpoint Mortgage Servicing 1100 Virginia Drive, Suite 125 Fort Washington PA 19034 Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. Portfolio Manager (On-site) Apply locations TX, Houston SC, Greenville AZ, Tempe TX, Coppell time type...
-
Director, Commercial Strategy
3 weeks ago
Houston, United States ConocoPhillips Full timeWelcome to ConocoPhillips, where innovation and excellence create a platform for opportunity and growth. Come realize your full potential here.Who We Are We are one of the world's largest independent exploration and production companies, based on proved reserves and production of liquids and natural gas. With operations and activities in 13 countries, we...
-
Portfolio Manager
3 months ago
Houston, United States NewRez LLC Full timeWho we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...
-
Director, Commercial Strategy
3 weeks ago
Houston, United States ConocoPhillips Full timeYour responsibilities may include: Lead and participate in the economic framing and evaluation of Business Development activities such as equity participation in LNG projects, offtake contracts, and sales agreements Lead ad-hoc strategic / economic analysis and present recommendations to senior management Lead the preparation of key internal and...
-
Portfolio Manager
1 month ago
Houston, United States CCMC Full timeJob DescriptionJob DescriptionDo you love helping new communities grow? Are you looking for a company that values its employees and is committed to their career growth?We’re CCMC, a community management company specializing in large-scale communities. Our vision of revolutionizing the industry by inspiring a resident-centric focus is brought to life by our...
-
Manager, Portfolio Optimization
2 months ago
Houston, United States Performance Search Group Full timeJob DescriptionJob DescriptionManager, Portfolio OptimizationAbout the job Our client is a premier retail natural gas marketing and logistics company, supplying our customers with natural gas when and where they need it. They achieve this by working with natural gas producers, suppliers, and associated infrastructure owners to facilitate the efficient and...
-
Portfolio Manager
2 months ago
Houston, United States Texas Capital Bank Full timePortfolio 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...
-
Portfolio Manager III
2 weeks ago
Houston, United States The Ladders Full timeThe 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...
-
Midstream/Downstream Portfolio Leader
3 weeks ago
Houston, United States Slalom Full timeMidstream/Downstream Industry Leader Does shaping the future excite you? Are you inspired by blending your passions and career? At Slalom, we are driven by diversity of thought, curiosity, and authenticity. We recognize that no two journeys are the same. Whether you embody all these qualities or you are energized by loving your work and life, we want to hear...
