Corporate Credit Portfolio Specialist

2 months 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 substantial and complex credit portfolios within the corporate banking environment. The main objective is to maintain the portfolio's profitability, stability, and expansion. This position entails providing essential credit and sales assistance within the Corporate Banking division.

Essential Skills and Experience:
  • At least 5 years of experience in various facets of corporate and middle market banking
  • Expertise in identifying and mitigating risks associated with intricate loan transactions
  • Comprehensive understanding of diverse loan structures with the capability to provide sound credit evaluations
  • Disciplined approach to managing a portfolio of corporate banking accounts
  • In-depth knowledge of credit policies, banking regulations, and loan documentation processes
  • Strong communication, interpersonal, and writing skills
  • Excellent organizational and time management skills
Key Responsibilities and Qualifications:
  • Assist Corporate Bankers in developing and nurturing client relationships
  • Support deal evaluation, due diligence, and loan structuring efforts
  • 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 manage special projects
  • 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
  • Proficiency in banking compliance regulations and operational procedures
  • Intermediate to advanced skills in computer operations and mathematical analysis
  • Strong problem-solving abilities and effective time management skills


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