Portfolio Manager - Temple
Extraco Banks, N.A. —Temple, TX
- Customer service
- Mid-level
- Office
Quick Apply
Product Portfolio Manager - Hydraulics
Dexter —Texas
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Product Portfolio Manager - Fenders & Springs
Dexter —Texas
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Multi-Asset Analyst - AI Trainer
DataAnnotation —Killeen, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Relationship Banker - Temple
Extraco Banks, N.A. —Temple, TX
- Weekends as needed
- Office
- 3 years
- High school diploma or GED
Quick Apply
Relationship Banker - Temple Downtown
Extraco Banks, N.A. —Temple, TX
- Weekends as needed
- Office
- 3 years
- High school diploma or GED
Quick Apply
Private Banker - West Bell County
Extraco Banks, N.A. —Harker Heights, TX
- Office
- Bachelor's degree
- Computer skills
Quick Apply
Relationship Banker - Killeen area
Bank of America —Killeen, TX
- Extended hours
- Spanish
- Office
- Finance
1d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

Discover related jobs

Based on your search for investment banking jobs.

Financial Advisor
First Command —Killeen, TX
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run…
Wealth Management Trainee (TX)
Bankers Life —Austin, TX
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Associate, Fund Accounting – Private Markets & Hedge Funds
SS&C Technologies —Dublin, OH
Strong academic foundation in financial accounting, i.e. journal entries, cash transactions and reconciliations, non-cash activity, investment activity.
Retail Banking Product Manager - AI Trainer
DataAnnotation —Columbus, OH
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,…
$50 - $100 an hour
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for investment banking in temple tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment banking jobs near temple tx

Portfolio Manager - Temple

Extraco Banks, N.A. -
Temple, TX

Quick Apply

Job Details

Qualifications

Cash flow analysis
Underwriting
Professional ethics
Financial statement analysis
High school diploma or GED
Financial report interpretation
Financial statement interpretation

Full Job Description

Portfolio Manager

Location: Temple, TX

Description

Extraco Banks is seeking a motivated, analytical, and detail-oriented Portfolio Manager to support the ongoing management, monitoring, and credit administration of commercial loan relationships. This on-site position, located in our Temple market, partners closely with Commercial Lenders, Credit Administration, and other internal teams to maintain portfolio quality, support underwriting and credit decisions, and deliver exceptional service to our customers.

The ideal candidate is a strong commercial credit professional with experience in financial analysis, underwriting, and portfolio management. This individual is comfortable evaluating complex commercial relationships, identifying and managing risk, and contributing to a collaborative, fast-paced banking environment while supporting the growth and success of our commercial banking customers throughout the Temple market and surrounding communities.

Responsibilities that we would like for you to be excited about:

Manage and monitor an assigned commercial loan portfolio to maintain strong credit quality and policy compliance.
Perform underwriting and credit analysis for new loans, renewals, extensions, and modifications utilizing Moody's Lending Cloud.
Analyze borrower financial statements, cash flow, collateral, and guarantor support.
Assist lenders in preparing loan presentations, approval packages, and supporting credit documentation.
Monitor portfolio performance, annual reviews, covenant compliance, and financial reporting requirements.
Identify potential credit concerns and recommend appropriate risk management actions.
Assist in the management and monitoring of criticized or higher-risk credits.
Participate in customer meetings and relationship management activities as needed.
Partner with Credit Administration, Commercial Specialists, and Loan Operations to ensure a smooth and efficient lending process.
Support relationship growth by identifying opportunities to expand banking services.

What we would expect you to bring to the team:

High School Diploma required; Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred.
Minimum of two years of experience as a Credit Analyst, or one year of experience as a Commercial Lender with prior Credit Analyst training.
Mastery of Moody's Lending Cloud required.
Strong knowledge of commercial underwriting, financial statement analysis, cash flow analysis, and credit structuring.
Excellent analytical, organizational, communication, and time-management skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
High level of professionalism, integrity, accountability, and sound judgment.
Strong work ethic and commitment to long-term career development in commercial banking.

Physical Requirements & Work Environment

Work is performed primarily in a professional office environment.
Ability to remain in a stationary position for extended periods.
Frequent use of computers, telephones, and other standard office equipment.
Ability to move throughout the office to collaborate with team members and internal partners.
Occasional local travel may be required for customer meetings, training, or business development activities.
Visual acuity required for reviewing financial statements, credit documents, and electronic records.
Occasional lifting and carrying of office materials up to 15 pounds.

About Extraco Banks

At Extraco Banks, we are committed to building lasting relationships with our customers, employees, and communities. We value teamwork, accountability, continuous improvement, and providing exceptional financial solutions to the communities we serve. If you are looking to grow your career in commercial banking while making a meaningful impact, we encourage you to apply.

Equal Opportunity Employer

Extraco Banks is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

Quick Apply

Refine Your Search

investment banking jobs in temple tx

Portfolio Manager - Temple

Product Portfolio Manager - Hydraulics

Product Portfolio Manager - Fenders & Springs

Multi-Asset Analyst - AI Trainer

Relationship Banker - Temple

Relationship Banker - Temple Downtown

Private Banker - West Bell County

Relationship Banker - Killeen area

Relationship Manager – Private Wealth & Tax Solutions

Portfolio Product Manager