Sr Portfolio Manager

4 weeks ago

Dallas, United States Texas Capital Bank Full time

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 scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. 

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .

Overview:

The Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.

This position will support the Commercial & Specialty Credit line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.

The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate.

The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business. 

Responsibilities:

To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:

Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models

Responsible for risk rating assessment and periodic relationship reviews

Partner with Relationship Manager in credit agreement review and negotiation

Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)

Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.

Ownership of policy exception identification

Direct and manage portfolio reviews

Validate covenant compliance and covenant management

Ownership of post-approval modifications to ensure accurate reporting of credit exposure

Client management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.

Client management in SalesForce

Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices

Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.

Identify cross-sell opportunities

Partner with Special Assets Group for credit requests (as needed)

Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

Qualifications

Bachelor’s degree in Finance, Accounting, Real Estate, Commercial Banking or equivalent/relevant program

5+ years’ experience in Mortgage Finance Middle Market or Corporate Banking with formal Credit training.

Exceptional writing, interpersonal and communication skills

Extraordinary levels of motivation and initiative

Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization

Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations

Ability to live and work in Dallas

Proven leadership skills and community involvement

Passion for financial services and delivering superior client experiences

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