-
Portfolio Manager
3 days ago
State Farm Insurance Richardson, United StatesAs a Portfolio Manager you will: Lead the work of modeling and forecasting of Capital Market Assumptions (CM - As), including literature review of current academic and practitioner whitepapers. Lead the development and maintenance of the Strategic As Portfolio Manager, Manager, P ...
-
Portfolio Manager
4 hours ago
Texas Capital Bank Richardson, United StatesPortfolio Manager - ABL Healthcare page is loaded · Portfolio Manager - ABL Healthcare · Apply · locations · Dallas, TX · Austin · San Antonio · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · JR101352 · Texas Capital Bank is built to h ...
-
Portfolio Manager
1 week ago
U Bank Plano, United StatesReports to: President of Community Banking and/or Market President · Our Mission: · At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they're at and helping them forge the life they want today, then your "Make I ...
-
Portfolio Manager
4 hours ago
U Bank Plano, United StatesReports to: President of Community Banking and/or Market PresidentOur Mission: · At UBank we are on a mission to revolutionize the Future of community banking. If you believe in meeting people where they're at and helping them forge the life they want today, then your "Make It H ...
-
Offering Portfolio Product Manager
2 weeks ago
Fujitsu Richardson, United StatesJob Description · Fujitsu North America is seeking a talented and motivated Offering Portfolio Product Manager to join our dynamic team. You will play a crucial role supporting the lifecycle of a large offerings portfolio, leading project-level reviews, identifying areas for imp ...
-
Offering Portfolio Product Manager
2 weeks ago
Fujitsu Richardson, United StatesFujitsu North America is seeking a talented and motivated Offering Portfolio Product Manager to join our dynamic team. You will play a crucial role supporting the lifecycle of a large offerings portfolio, leading project-level reviews, identifying areas for improvement, reporting ...
-
Credit Portfolio Manager
3 days ago
Rent-A-Center Plano, United StatesThe candidate must have a deep analytical background, the ability to use data to identify creative solutions/opportunities, and strong communication skills needed to simplify complex problems. 4 years of data and analytics experience Formulates produ Portfolio Manager, Manager, P ...
-
Credit Portfolio Manager
3 days ago
RAC Brands Plano, United StatesJob Description · Upbound Group · Principal, Credit Portfolio Manager · JOB PURPOSE: The Principal, Credit Portfolio Manager will be responsible for supporting various strategic initiatives related directly to the Credit Cards strategic plans. We are looking for candidates with a ...
-
Quantum Innovations Aubrey, United StatesAs one of the leading integrated real estate companies in Germany, Bayerische Hausbau combines extensive experience in our two business areas of project development and real estate with a diverse range of products and services and a strong commitment to innovative and sustainable ...
-
Portfolio (Sales) Manager
23 hours ago
On Q Property Management Plano, United StatesJob Description · Job DescriptionSalary: $50,000/year plus commisions · On Q Property Management is looking for a full-time Portfolio Manager to join our team in Plano, Texas · We are a fast-growing property management company focused on customer service, communication, and techn ...
-
Energy Portfolio Manager
1 week ago
BOK Financial Addison, United StatesReq ID: 74778 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOK ...
-
AVP/VP, Portfolio Manager
2 days ago
Randstad Plano, United StatesPortfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with Team Manager or Relationship Manager who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and levera ...
-
AVP/VP, Portfolio Manager
1 day ago
Randstad Plano, United StatesPortfolio Manager (PM) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with Team Manager or Relationship Manager who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage ...
-
AVP/VP, Portfolio Manager
2 weeks ago
Cathay Bank Plano, TX, United StatesAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and devel ...
-
Portfolio Manager
1 day ago
Beedata Dallas, United StatesTop skills: · Must have experience managing operational expense budgets and capital expense budgets · Must have experience managing intake projects and outtake projects · Must have experience delivering the process · Key Responsibilities include: · Managing portfolio and program ...
-
Portfolio Manager
1 week ago
East West Bank Dallas, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
-
Portfolio Manager
1 week ago
THIRD COAST BANK Dallas, United StatesJob Description · Job DescriptionPosition Summary: · Responsible for managing larger and more complex middle market and corporate credits. Ensures the portfolio achieves soundness, profitability, and growth objectives. Provides credit and sales support to Corporate Banking. · Ski ...
-
Portfolio Manager
1 week ago
Worth Ross Management Co Inc Dallas, United StatesJob Description · Job DescriptionThe WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of business and is responsible for operational, administrative, financial, human resources, maintenance, and security functions of one or more communitie ...
-
Portfolio Manager
1 day ago
Teachers Insurance and Annuity Association - TIAA Lewisville, United StatesBuilds successful investment portfolios informed by market conditions and economic trends. Recommends portfolio adjustments to grow clients profit based on industry trends identified through market and risk analysis. Buys and sells securities in cli Portfolio Manager, Portfolio, ...
-
Senior Energy Portfolio Manager
1 week ago
BOK Financial Addison, United StatesReq ID: 74779 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOK ...
Portfolio Manager - Richardson, United States - Texas Capital Bank
Description
Portfolio Manager - ABL Healthcare page is loadedPortfolio Manager - ABL Healthcare
Apply
locations
Dallas, TX
Austin
San Antonio
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id
JR101352
Texas Capital Bank is built to help businesses and their leaders.
Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek's inaugural list of America's Most Trusted Companies.
For more information about joining our team, please visit us at.
Brief Overview of Position
The Portfolio Manager/Healthcare Underwriter 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.
asset-based
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/Healthcare Underwriter 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/Healthcare Underwriter 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.
Based on experience and scope of role, this position could be classified as a Senior Portfolio Manager/Healthcare Underwriter.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
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.
Qualifications
Bachelor's degree in Finance, Accounting, Commercial Banking or equivalent/relevant program
3+ years' experience in Healthcare Asset-Based Lending with formal Credit training.
Experience in evaluating healthcare field exams and integrating into asset-based loan reviews as well as ongoing loan performance and covenant compliance.
Exceptional writing, interpersonal and communication skillsExtraordinary 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, Austin, Fort Worth, Houston or San Antonio
Proven leadership skills and community involvement
Passion for financial services and delivering superior client experiences
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.
Similar Jobs (3)
Portfolio Manager - ABL
locations
Dallas, TX
time type
Full time
posted on
Posted 30+ Days Ago
Portfolio Manager - Energy
locations
Dallas, TX
time type
Full time
posted on
Posted 30 Days Ago
Portfolio Manager - Mortgage Finance
locations
6 Locations
time type
Full time
posted on
Posted 5 Days Ago
Texas Capital Bank is built to help businesses and their leaders.
Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek's inaugural list of America's Most Trusted Companies
#J-18808-Ljbffr
