Corporate Credit Portfolio Specialist

2 weeks ago


Dallas, Texas, United States THIRD COAST BANK Full time
Overview of the Corporate Credit Portfolio Manager Role

The Corporate Credit Portfolio Manager plays a crucial role in managing complex and substantial credit accounts within the corporate banking landscape. This position is primarily dedicated to maintaining the portfolio's health, profitability, and expansion. Responsibilities include delivering credit and sales assistance within the Corporate Banking division.

Essential Skills and Experience:
  • At least 5 years of experience in various aspects of middle market and corporate banking
  • Capability to identify and mitigate risks associated with intricate loan agreements
  • In-depth understanding of diverse loan structures and the ability to provide sound credit assessments
  • Disciplined approach to managing a portfolio of middle market and corporate banking clients
  • Expertise in credit policies, banking regulations, and loan documentation
  • Strong communication, interpersonal, and writing skills
  • Excellent organizational and time management skills
Key Responsibilities and Qualifications:
  • Assist Corporate Bankers in fostering client relationships
  • Support deal evaluation, due diligence, and loan structuring
  • Oversee the underwriting process for complex deal structures through credit approval
  • Conduct regular portfolio assessments and monitoring
  • Engage in training for underwriters and new team members
  • Facilitate internal discussions and special initiatives
  • A Bachelor's degree in Business, Finance, or Accounting is required
  • A minimum of 5 years of experience as a Portfolio Manager in the Middle Market sector
  • Knowledge of banking compliance regulations and operational policies is essential
  • Intermediate to advanced proficiency in computer operations and mathematical skills
  • Strong problem-solving and time management capabilities


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