Energy Portfolio Manager

2 weeks ago

Dallas, United States CrossFirst Bank Full time

Overview:

The Energy Portfolio Manager provides credit administration support and service to the Energy Banking team. Manage credit and reporting activities for the banks oil and gas portfolio consisting primarily of traditional reserve-based lending. Work within a team environment to close new and existing transactions with credit, legal, and other internal bank groups. Perform independent credit analysis and risk assessment on large and complex credit relationships, and present credit reviews and/or amendments, with business development colleagues, to Credit for approval. Coordinate internal reporting functions and special projects communicating with Credit, Risk Management, Loan Review and regulatory entities.

Responsibilities:
  • Complete the loan application process and credit approval packages with a written summary analysis and comprehensive credit analysis for loan committee and review.
  • Complete the credit underwriting process on larger and more complex credit relationships in a professional, timely and efficient manner.
  • Manage the borrowing base and renewal process by working with the Bank Lender, client and credit department.
  • Proactively ensure expiring credit facilities are re-underwritten and appropriately re-established.
  • Demonstrate solid energy finance product understanding and an excellent understanding of risk profiles in energy borrowers operations and general industry knowledge.
  • Ensure compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions and monitoring resolutions.
  • Monitor loan agreement covenants and borrowing base compliances and report exceptions.
  • Identify and assess key risks associated with a borrowers financial performance, collateral, industry, and other variables that should be considered in determining a borrowers risk profile.
  • Make independent recommendations regarding credit risk supported by comprehensive analysis.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established energy credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
  • Partner with the Bank Lender as the point of contact for the client; act as a liaison to the credit department, Energy support staff and other internal business partners.
  • Provide strong levels of support with minimum supervision on relationships.
  • Assist in drafting loan agreements, term sheets, commitment letters and closing instruction to counsel, as requested.
  • Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
  • Review the proposed loan structure to determine if it is appropriate to sufficiently mitigate and manage risk.
  • May make presentations on specific loans and participate in banks loan approval process, recommending approval and appropriate structure of credits.
  • Provide recommendations and day to day guidance on new and existing workflow process, policies and procedures.
  • Assist with the training and development of other Energy group staff.
  • Assist with reports on overall energy portfolio, including assessing asset quality, stress testing, market analysis and risk analysis.
  • Interact with internal and external clients while providing extraordinary service. Perform other administrative duties required for the maintenance of a portfolio of clients.
  • Participate in community and business functions to ensure a positive image for the bank within the regions marketplace.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with employees, clients and vendors.
  • Represent the Bank and Credit Administration team in a highly professional manner.
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
  • Reliable and predictable attendance.
Qualifications:
  • Minimum of 2-5 years of relevant experience in commercial banking.
  • Prior experience working energy-related credits in the banking sector related to oil & gas, with the ability to understand, review, and analyze reserve reports and evaluate both cash flow and energy collateral-based loans.
  • Completion of a commercial banking or other formal credit training program is preferred.
  • Thorough knowledge of financial statement analysis and demonstrated ability to identify and mitigate key risks.
  • Strong understanding of credit policy and lending procedures.
  • PC experience in a Windows environment, Word, and advanced spreadsheet experience on Excel is require
  • Bachelors degree in Accounting, Finance or Economics, and/or Energy courses is preferred or equivalent work experience.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

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