Portfolio Manager

2 weeks ago


Fort Worth, Texas, United States THIRD COAST BANK Full time
Job Title: Portfolio Manager

At THIRD COAST BANK, we are seeking a highly skilled Portfolio Manager to join our Corporate Banking team. As a Portfolio Manager, you will be responsible for managing a portfolio of middle market and corporate credits, ensuring soundness, profitability, and growth objectives.

Key Responsibilities:
  • Manage a portfolio of middle market and corporate credits, ensuring soundness, profitability, and growth objectives.
  • Provide credit and sales support to Corporate Banking.
  • Assist Corporate Banking team in deal qualification assessment, due diligence, and loan structuring.
  • Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.).
  • Lead the underwriting of complex deal structures through the credit approval process.
  • Partner with team in reviewing and negotiating loan documents and engaging counsel as needed.
  • Conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio.
  • Assist in training and coaching underwriters and new team members.
  • Coordinate with internal partners & internal discussions (credit discussions, screens, etc.).
Requirements:
  • Bachelor's degree in Business, Finance, Accounting, or related field.
  • Minimum of five (5) years Portfolio Manager experience in Middle Market.
  • Ability to respond to common inquiries from internal clients, regulatory agencies, and employees.
  • Advanced knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Intermediate skills in computer terminal and personal computer operation, including use of word, excel, and office.
  • Advanced math skills.
  • Effective verbal, written and interpersonal communication skills.
  • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
  • Effective organizational and time management skills.

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