Private Banking Portfolio Manager - Houston, TX ( Job Number: 042428 )
The Portfolio Manager is responsible for managing and servicing a portfolio of loan relationships.
Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, risk grading, monitoring credit performance and preparing loan presentations for the commercial portfolio within Private Banking.
Work closely with Credit Administration
Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, substandard credits, etc.
Maintains existing relationships. Assists Relationship Managers with credit requests and serves as a secondary client contact. Facilitate weekly sales meetings with the assigned Relationship Managers and Client Relationship Associates.
Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service. Also assists the Relationship Managers in identifying qualified Private Banking clients/prospects.
Cross sell other bank products.
Trains rotating Credit Analysts on credit and underwriting of commercial and small business loan requests and renewals. Helps coordinate the workload for the rotating analyst.
Performs other duties as required.
Typically requires 3 years of experience in portfolio management, including knowledge and experience with bank loan and deposit systems.
Bachelor’s Degree with emphasis in Accounting and/or Finance
Knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
hours per week :
Texas-Houston-TX - Esperson Branch
Aug 16, 2018