Jobs
>
Dallas

    Sr. Manager- Underwriting and Portfolio Management - Dallas, United States - Capital One National Association

    Capital One National Association
    Capital One National Association Dallas, United States

    2 weeks ago

    Default job background
    Description
    Plaza Of Americas , United States of America, Dallas, TexasSr. Manager- Underwriting and Portfolio Management


    The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.

    Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports the Regional Commercial Bank.


    As an Underwriter & Portfolio Manager III, you will demonstrate subject matter expertise in credit risk management and are expected to perform responsibilities independently.

    In addition to your own job duties, you will play a leadership role across deal teams by guiding and shaping more junior associates.

    You are trusted with the most complex transactions or solve unique problems because of your experience and job specific skills.


    Primary underwriting responsibilities may include :
    Lead due diligence process and calls; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants

    Assist less experienced team members in financial statement analysis and cash flow analysis

    Prepare and review financial models independently

    Coordinate with deal team on appropriate structuring options or overrides to financial models

    Write and prepare all parts of the credit approval memorandum ; review work of less experienced members of the team; take a leadership role in conversations with internal partners

    Oversee closing process requirements; prepare and review closing memo

    Prepare term sheets, commitment letters and fee letters with minimal guidance; understand majority of provisions of all credit documents and can provide rationale; negotiate credit docs with customers and internal stakeholders

    Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process

    Delegate spreading and risk ratings to analysts or contractor teams

    Review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns

    Primary portfolio or asset management responsibilities may include :
    Manage a portfolio of accounts independently; review and monitor portfolio accounts' health and performance against expectations; drive customer retention

    Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists

    Complete annual reviews and both material and non-material modifications independently and on time

    Facilitate and leads quarterly portfolio reviews

    Ensure compliance with credit policies and procedures for existing accounts

    Respond to requests from all internal and external stakeholders

    Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities


    Additional Responsibilities may include:
    Build relationships across function and business to foster collaboration between partner groups

    Interact directly with customers to cultivate strong relationships while balancing risk and return

    Mentor and train rotational analysts and new hires

    Participate in internal initiatives to ensure the business is well-managed and operates efficiently


    Basic Qualifications:
    Bachelor's Degree or Military Experience

    At least 5 years of experience in credit underwriting or at least 5 years of experience in portfolio management or at least 5 years of experience in asset management


    Preferred Qualifications:
    Bachelor's Degree in Accounting, Finance, or Economics

    7+ years of experience in credit underwriting or portfolio or asset management

    Previous leadership (informal or formal) experience with deal teams or analysts

    #UWPM
    At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

    Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

    Learn more at the

    Capital One Careers website

    . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
    This role is expected to accept applications for a minimum of 5 business days.
    No agencies please.

    Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace.

    All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law.

    Capital One promotes a drug-free workplace.


    Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

    If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at or via email at

    . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    For technical support or questions about Capital One's recruiting process, please send an email to


    Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

    Capital One Financial is made up of several different entities.

    Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.

    (COPSSC).

    #J-18808-Ljbffr
  • Beedata

    Portfolio Manager

    1 week ago

    Beedata Dallas, United States

    Top 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 ...

  • East West Bank

    Portfolio Manager

    3 weeks ago

    East West Bank Dallas, United States

    Introduction: · 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 ...

  • Worth Ross Management Co Inc

    Portfolio Manager

    3 weeks ago

    Worth Ross Management Co Inc Dallas, United States

    Job 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 ...

  • THIRD COAST BANK

    Portfolio Manager

    3 weeks ago

    THIRD COAST BANK Dallas, United States

    Job 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 ...

  • Dallas Capital Bank

    Portfolio Manager

    6 days ago

    Dallas Capital Bank Dallas, United States

    Job Description · Job DescriptionAt Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients and the time ...

  • Associa

    Portfolio Manager/ HOA

    3 weeks ago

    Associa Dallas, United States

    A Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Associa staff. · Duties in ...

  • TopShelf Talent Group

    Portfolio Asset Manager

    3 weeks ago

    TopShelf Talent Group Dallas, United States

    Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Summ ...

  • Analytic Recruiting

    MBS Portfolio Manager

    2 weeks ago

    Analytic Recruiting Dallas, United States

    Portfolio and Hedging Manager · Financial Institution in Dallas, Texas seeks a Portfolio Manager responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. · 2 days office based / 3 days remote. · Salary: ...

  • The Hagen Ricci Group

    Associate Portfolio Manager

    3 weeks ago

    The Hagen Ricci Group Dallas, United States

    Job Description · Our clients Portfolio Management team is seeking an associate portfolio manager to contribute to the continued growth and success of our residential loan and securities business. We opportunistically invests in U.S. residential whole loans and securities. The ca ...

  • BOK Financial

    Portfolio Manager III

    6 days ago

    BOK Financial Dallas, United States

    Select how often (in days) to receive an alert: · Location: · Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC, Denver -DEN, Fort Worth -FTWT · Areas of Interest: · Portfolio Management; Commercial Banking, Health Care · Pay Transparency Salary Range: · $110,000 - $130,000 · Applic ...

  • Associa

    Portfolio Manager/ HOA

    1 week ago

    Associa Dallas, United States

    A Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Associa staff. · Are you t ...

  • Analytic Recruiting

    MBS Portfolio Manager

    4 days ago

    Analytic Recruiting Dallas, United States

    A mid-sized financial Institution in Dallas is seeking a · MBS Portfolio & Hedging Manager · to be responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. The position works closely with Asset/Liabilit ...

  • TopShelf Talent Group

    Portfolio Asset Manager

    1 week ago

    TopShelf Talent Group Dallas, United States

    Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Sum ...

  • Texas Capital Bank

    Sr Portfolio Manager

    3 weeks ago

    Texas Capital Bank Dallas, United States

    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. · Whil ...

  • Texas Capital Bank

    TMT Portfolio Manager

    1 week ago

    Texas Capital Bank Dallas, United States

    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. · Whil ...

  • Associa

    Portfolio Manager/ HOA

    4 days ago

    Associa Dallas, United States

    A Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Associa staff. · Duties inc ...

  • Dtcc

    Tribe Portfolio Manager

    3 weeks ago

    Dtcc Dallas, United States

    Are you ready to make an impact at DTCC? · In order to make an application, simply read through the following job description and make sure to attach relevant documents. · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive in ...

  • BankFinancial

    Portfolio Operations Manager

    1 week ago

    BankFinancial Dallas, United States

    Job Description · Job DescriptionSummary: This position manages an existing and new portfolio of Commercial Finance Factoring and Asset Based Lending (ABL) clients as well as manages the day-to-day operations for these clients. This position requires proficiency in most areas of ...

  • Analytic Recruiting

    MBS Portfolio Manager

    3 weeks ago

    Analytic Recruiting Dallas, United States

    A mid-sized financial Institution in Dallas is seeking a MBS Portfolio & Hedging Manager to be responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. The position works closely with Asset/Liability mana ...

  • Sixth Street Inc

    Portfolio Accounting Manager

    5 days ago

    Sixth Street Inc Dallas, United States

    The Role · Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit ...