Jobs
>
San Antonio

    Portfolio Manager - San Antonio, United States - Texas Capital Bank

    Texas Capital Bank
    Texas Capital Bank San Antonio, United States

    Found in: Talent US C2 - 6 days ago

    Default job background
    Full time
    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 ' 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 .

    Portfolio Manager – Mortgage Finance

    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, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit

    Brief Overview of Position

    The Portfolio Manager 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 Mortgage Finance 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.
  • 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, Real Estate, Commercial Banking or equivalent/relevant program
  • 3+ years' experience in Corporate Banking or similar role with formal Credit training. A direct focus on lending to independent mortgage companies and/or funds within the Residential Mortgage industry strongly preferred.
  • 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
  • Ability to live and work in one of Texas Capital Bank's target markets with a preference toward company headquarters in Dallas.
  • Proven leadership skills and community involvement
  • Passion for financial services and delivering superior client experiences
  • Victory Capitel

    Portfolio Manager

    Found in: Lensa US 4 C2 - 2 days ago

    Victory Capitel San Antonio, United States

    Portfolio Manager - Index Portfolios · Victory Capital | San Antonio, TX · About Victory Capital: · Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully int ...

  • Victory Capitel

    Portfolio Manager

    Found in: Lensa US 4 C2 - 1 day ago

    Victory Capitel San Antonio, United States

    Portfolio Manager - Index PortfoliosVictory Capital | San Antonio, TXAbout Victory Capital:Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, c ...

  • Victory Capitel

    Portfolio Manager

    Found in: Lensa US 4 C2 - 2 days ago

    Victory Capitel San Antonio, United States

    Portfolio Manager - Index Portfolios · Victory Capital | San Antonio, TX · About Victory Capital: · Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully i ...

  • Worth Ross Management Company

    Portfolio Manager

    Found in: Lensa US 4 C2 - 1 day ago

    Worth Ross Management Company San Antonio, United States

    Job Description · Job Description · Location: Greater San Antonio Area · Schedule: Standard M-F office hours. Additional hours possible and based on the needs of the communities. · The WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of ...

  • Worth Ross Management Co Inc

    Portfolio Manager

    Found in: ZipRecruiter Test10S US C2 - 11 hours ago

    Worth Ross Management Co Inc San Antonio, United States

    Job Description · Job Description Location: Greater San Antonio Area · Schedule: Standard M-F office hours. Additional hours possible and based on the needs of the communities. · The WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of bus ...

  • Deacon Recruiting

    Portfolio Manager

    Found in: Lensa US 4 C2 - 23 hours ago

    Deacon Recruiting San Antonio, United States

    Employment Type: · Direct Hire · Job Number: · 23278 · Job Description · Consistent, steadfast, family owned and operated facility · Local establishment over 100 years old · Ambitious compensation package · YOUR TYPICAL DAY... · Build onto current Company's portfolio · Partic ...

  • Deacon Recruiting

    Portfolio Manager

    Found in: Lensa US 4 C2 - 1 day ago

    Deacon Recruiting San Antonio, United States

    Employment Type: Direct Hire Job Number: 23278Job Description Consistent, steadfast, family owned and operated facilityLocal establishment over 100 years oldAmbitious compensation packageYOUR TYPICAL DAY...Build onto current Companys portfolioParticipate actively in the community ...

  • VetJobs

    Portfolio Manager: San Antonio, TX

    Found in: Lensa US 4 C2 - 2 days ago

    VetJobs San Antonio, United States

    Job Description · ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spou ...

  • USAA

    Product Management Advisor

    Found in: SonicJobs Direct Apply US - 6 hours ago

    USAA San Antonio, United States Full time

    Why USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...

  • Quantum Leap Property Management

    Regional Manager

    Found in: Indeed US C2 - 4 days ago

    Quantum Leap Property Management San Antonio, United States Full time

    The Company: · Quantum Leap Property Management is a rapidly growing company with a lot of opportunity. We are based in Austin, Texas and our portfolio currently includes communities in Austin, Round Rock, and San Antonio. · Our mission is to cultivate a culture of belonging wher ...

  • Insight Global

    Capital Project Schedular

    Found in: Appcast US C2 - 4 days ago

    Insight Global San Antonio, United States

    An employer in the San Antonio, Texas area is looking for a Coordinator Program/Project to join their team in San Antonio, Texas. This position develops, schedules, monitors and improves the performance in managing business area's portfolio of capital projects. Responsible for th ...

  • EverPresent Talent

    System Engineer

    Found in: Dice One Red US C2 - 6 hours ago

    EverPresent Talent San Antonio, TX, United States

    Responsibilities ·  Perform work that applies a broad theoretical and practical knowledge of system engineering to the acquisition process ·  Conduct reviews on program portfolio to evaluate and/or recommend alternative plans, improve systems engineering programs/processes, man ...

  • ITRadiant

    SAP Analytics Cloud Lead Analyst

    Found in: Appcast US C2 - 5 days ago

    ITRadiant San Antonio, United States

    Primary Job Responsibilities: · Primary function is to lead and support the deployment of SAP Analytics Cloud in a hands-on environment · Help to define best practices on SAC · Conduct trainings on SAC · Support business users with SAC questions and issues · Must be self-sufficie ...

  • Lessen

    Maintenance Technician

    Found in: Indeed US C2 - 21 hours ago

    Lessen San Antonio, United States Full time

    Lessen is one of the fastest growing companies in the real estate services industry. Our proprietary technology platform provides clients with portfolio dashboards, the ability to review and approve project estimates, check in on project progress in real time and pay vendors all ...

  • Seneca Holdings

    Mid-level Target Analyst with Security Clearance

    Found in: Dice One Red US C2 - 6 hours ago

    Seneca Holdings San Antonio, TX, United States

    Executive Protection Systems, LLC is part of the Seneca Nation Group (SNG) portfolio of companies · SNG is the federal government contracting business wholly owned by the Seneca Nation · SNG meets mission-critical needs of federal civilian, defense, and intelligence community cu ...

  • Apex Systems

    Project/Program Coordinator

    Found in: Lensa US 4 C2 - 1 day ago

    Apex Systems San Antonio, United States

    ** If you are interested in applying for this role, please email your resume to Maddie Watt at [email protected] ** · Job Title: Project/Program Coordinator · Client Type: Energy · Contract Length: 1 year - potential to extend · Location: San Antonio, TX - 4 days onsite, ...

  • Ursus Inc

    Project Manager Sr

    Found in: Lensa US 4 C2 - 5 days ago

    Ursus Inc San Antonio, United States

    JOB TITLE: Project Manager Sr - PMO (2) · LOCATION: San Antonio, TX · DURATION: 1 year · RATE RANGE: $65 - $75/hr · TOP 3 SKILLS: zure Cloud · Cloud Optimization and Application Migration Knowledge · PMP Certification · Company: · Our client, is the nation's largest provider of ...

  • Quantum Leap Property Management

    Assistant Community Manager

    Found in: Indeed US C2 - 21 hours ago

    Quantum Leap Property Management San Antonio, United States Full time

    The Company: · Quantum Leap Property Management is a rapidly growing company with a lot of opportunities. We are based in Austin, Texas and our portfolio currently includes communities in Austin, Round Rock, and San Antonio. · Our mission is to cultivate a culture of belonging wh ...

  • Primary Talent Partners Inc.

    Senior Project Manager

    Found in: Lensa US 4 C2 - 2 days ago

    Primary Talent Partners Inc. San Antonio, United States

    1 month ago Be among the first 25 applicantsPrimary Talent Partners has an open 12 month contract with a large utilities client in the San Antonio, TX areaJob SummarySenior Project Manager leads and manages multiple complex, highly visible projects across the enterprise. Provides ...

  • Primary Talent Partners Inc.

    Senior Project Manager

    Found in: Lensa US 4 C2 - 3 days ago

    Primary Talent Partners Inc. San Antonio, United States

    1 month ago Be among the first 25 applicantsPrimary Talent Partners has an open 12 month contract with a large utilities client in the San Antonio, TX areaJob SummarySenior Project Manager leads and manages multiple complex, highly visible projects across the enterprise. Provides ...