Sr. Portfolio Manager – Amegy Tower Houston, TX

Houston, MS - USA

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

We are looking for a seasonedUnderwriter/Portfolio Manager in Houston Texas. This role willfocuson underwriting managing and servicing loan portfolios spreading and analyzing financial statements and identifying industry risks.

The ideal candidate will have the skills and experience necessary to:

Experience in corporate/commercial underwriting.
- Healthcare CRE or not for profit is ideal but not required.
Manage and service a portfolio of loan relationships.
Spread and analyze financial statements addressing industry risks and mitigants collateral requirements loan structuring and pricing credit analysis including validation of various underwriting models policy exception identification and monitoring credit performance.
Underwrite credit presentations for new commitments modifications and renewals
Responsible for risk rating assessment and periodic relationship reviews.
Responsible for covenant management and validating covenant compliance.
Report on portfolio quality related to past dues documentation and collateral exceptions financial performance updates portfolio profitability etc.
Work with team members through the due diligence process on various transactions.
Review loan documentation to ensure credit and regulatory compliance
Expand build and maintain client relationships providing the highest level of customer service.
Cross sell other bank products.
Perform other duties as required.

Qualifications:

Requires a bachelors degree in General Business Finance Accounting Commercial Banking or equivalent/relevant program and 7 years directly related experience preferred.
Strong writing interpersonal and communication skills.
Effective Microsoft Office skills including Outlook Excel and Word to produce reports memos and loan presentations.
Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
Experience with bank loan and deposit systems preferred not required.

Benefits:

Medical Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance Paid Parental Leave and Adoption Assistance
Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match Profit Sharing competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products

Amegy Bank a division of Zions Bancorporation is listed on the S&P 500 & NASDAQ Financial 100 indices under the ZION ticker.

Required Experience:

Manager

At Amegy Bank everyone counts! Your contributions are valued and everyone has the opportunity to grow in their career. Were committed to doing the very best for our customers our communities and our employees.We are looking for a seasonedUnderwriter/Portfolio Manager in Houston Texas. This role will...

The ideal candidate will have the skills and experience necessary to:

Experience in corporate/commercial underwriting.
- Healthcare CRE or not for profit is ideal but not required.
Manage and service a portfolio of loan relationships.
Spread and analyze financial statements addressing industry risks and mitigants collateral requirements loan structuring and pricing credit analysis including validation of various underwriting models policy exception identification and monitoring credit performance.
Underwrite credit presentations for new commitments modifications and renewals
Responsible for risk rating assessment and periodic relationship reviews.
Responsible for covenant management and validating covenant compliance.
Report on portfolio quality related to past dues documentation and collateral exceptions financial performance updates portfolio profitability etc.
Work with team members through the due diligence process on various transactions.
Review loan documentation to ensure credit and regulatory compliance
Expand build and maintain client relationships providing the highest level of customer service.
Cross sell other bank products.
Perform other duties as required.

Qualifications:

Requires a bachelors degree in General Business Finance Accounting Commercial Banking or equivalent/relevant program and 7 years directly related experience preferred.
Strong writing interpersonal and communication skills.
Effective Microsoft Office skills including Outlook Excel and Word to produce reports memos and loan presentations.
Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
Experience with bank loan and deposit systems preferred not required.

Benefits:

Medical Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance Paid Parental Leave and Adoption Assistance
Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match Profit Sharing competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products