Top 30 Portfolio manager Jobs in Burleson, Tx

Portfolio Manager
Texas Capital Bank —Fort Worth, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Wellness program
- Paid holidays
Portfolio Community Manager
Associa —North Richland Hills, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
4d
Portfolio Community Manager
Inframark —Fort Worth, TX
- Full-time
- Background check
- 6 years
- Customer service
- Paid holidays
- Health insurance
Quick Apply
4d
Commercial Loan Portfolio Manager - I
First Command Financial Services, Inc. —Fort Worth, TX
- Hybrid work
- Data analysis skills
- Finance
- Analysis skills
Senior Portfolio Advisor
Northern Trust Corp. —Fort Worth, TX
- Full-time
- 8 years
- Accounting
- Senior level
Portfolio Manager (Commercial Lending) – Arlington, TX
Amegy Bank —Arlington, TX
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training
Product Portfolio Manager - Fenders & Springs
Dexter —Fort Worth, TX
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Product Portfolio Manager - Hydraulics
Dexter —Fort Worth, TX
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply

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Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, or a related field. CFP® certification or CFP® coursework completed/in progress.
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Associate Advisor (Wealth Management)
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Active Series 65 or 66 license required. Comfortable balancing inbound qualification calls with proactive appointment generation. 2+ years of experience as:
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Wealth and Investment Portfolio Manager II
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Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Wealth & Investment Portfolio Manager III
Huntington Bank —Columbus, OH
Responsible for ongoing customer service and joint sales calls with business development staff. Recruiting agencies must have a valid, written and fully…

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portfolio manager jobs near burleson, tx

Portfolio Manager

Texas Capital Bank -
Fort Worth, TX

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Job Details

Full-time

Benefits

Wellness program
Paid holidays
Disability insurance
Health insurance
Paid time off
401(k) matching

Qualifications

Customer communication
Team leadership
Writing skills
Employee relationship building
Bachelor's degree
Cross-functional communication

Full Job Description

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 The Dallas Morning News’ 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 www.texascapitalbank.com.

Brief Overview of Position

The Portfolio Manager II 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 Middle Market 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, Commercial Banking or equivalent/relevant program
5+ years’ experience in Commercial 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
Passion for financial services and delivering superior client experiences
Proven leadership skills and community involvement

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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portfolio manager jobs in burleson, tx

Portfolio Manager

Portfolio Community Manager

Portfolio Community Manager

Commercial Loan Portfolio Manager - I

Senior Portfolio Advisor

Portfolio Manager (Commercial Lending) – Arlington, TX

Product Portfolio Manager - Fenders & Springs

Product Portfolio Manager - Hydraulics

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