Jobs
>
Dallas

    Portfolio Manager - Dallas, United States - THIRD COAST BANK

    THIRD COAST BANK
    THIRD COAST BANK Dallas, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    Position 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.

    Skills and Experience:


    •5+ years' work experience related to various aspects of middle market and corporate banking


    •Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly


    •Must possess an extensive knowledge of various loan structures and formulate sound credit recommendations


    •Must possess disciplined approach to managing a portfolio of middle market/corporate banking accounts


    •Must possess a proficient knowledge of credit policy, banking regulations, and loan documentation issues


    •Must understand and work effectively within the credit culture of the company


    •Good mathematical, reading comprehension and writing skills


    •Must have excellent interpersonal and communication skills


    •Must be able to verbally communicate effectively one-to-one and in groups


    •Must be able to write clearly and effectively


    •Must be able to develop and maintain cohesive, cooperative internal and external working relationships


    •Must have good personal organization and time management skills


    •Must allocate time effectively and independently prioritize workload to meet timelines


    •Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

    Qualifications:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    •Support Corporate Bankers in managing existing and developing new client relationships


    •Assist Corporate Banking team in deal qualification assessment, due diligence, and loan structuring


    •Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.)


    •Lead the underwriting of complex deal structures through the credit approval process


    •Partner with team in reviewing and negotiating loan documents and engaging counsel as needed


    •Conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio


    •Assist in training and coaching underwriters and new team members


    •Coordinate with internal partners & internal discussions (credit discussions, screens, etc.)


    •Special projects as needed

    Education and Experience:


    •Bachelor's degree in Business, Finance, Accounting, or related field


    • Minimum of five (5) years Portfolio Manager experience in Middle Market


    •Ability to respond to common inquiries from internal clients, regulatory agencies, and employees


    •Advanced knowledge of related state and federal banking compliance regulations, and other Bank operational policies


    •Intermediate skills in computer terminal and personal computer operation, including use of word, excel, and office


    •Advanced math skills


    •Effective verbal, written and interpersonal communication skills


    •Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.


    •Effective organizational and time management skills

  • Beedata

    Portfolio Manager

    2 weeks 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 ...

  • The Hagen Ricci Group

    Associate Portfolio Manager

    2 weeks ago

    The Hagen Ricci Group Dallas, United States

    Job DescriptionOur 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 candi ...

  • ResiHome

    Assistant Portfolio Manager

    2 weeks ago

    ResiHome Dallas, United States

    Job Description · Job Description · Why ResiHome? We're not your ordinary leasing and property management company. We were listed one of the Best Property Management Companies in Atlanta by · for our value, level of security, and exemplary service. And with our parent company, ...

  • 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 ...

  • Analytic Recruiting

    MBS Portfolio Manager

    1 week 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 ...

  • 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 ...

  • 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. · Duties inc ...

  • BankFinancial

    Portfolio Operations Manager

    2 weeks 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 ...

  • Bank of America

    Institutional Portfolio Manager III

    4 weeks ago

    Bank of America Dallas, United States Full time

    Description · : · This job is responsible for working with complex, institutional investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management in ...

  • Bank of America

    Portfolio Management Officer II

    20 hours ago

    Bank of America Dallas, United States Full time

    Description · : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · ...

  • ResiHome

    Assistant Portfolio Manager

    2 weeks ago

    ResiHome Dallas, United States

    Job Description · Job Description Why ResiHome? We're not your ordinary leasing and property management company. We were listed one of the Best Property Management Companies in Atlanta by for our value, level of security, and exemplary service. And with our parent company, RESIC ...

  • 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 ...

  • Dallas Capital Bank

    Portfolio Manager

    1 week 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 ...

  • The Ladders

    Portfolio Manager

    1 day ago

    The Ladders Dallas, United States

    At 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 to recognize their needs. Combini ...

  • Texas Capital Bank

    Portfolio Manager

    1 day 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 ...

  • 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 ...

  • U.S. Bank

    Corporate Banking Portfolio Manager

    1 week ago

    U.S. Bank Dallas, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Evergreen Residential Holdings, LLC

    Portfolio Manager, Property Mgt.,

    3 weeks ago

    Evergreen Residential Holdings, LLC Dallas, United States

    We are Evergreen Residential, a high growth early-stage institutional investment platform in the single-family residential sector. Our team is collaborative, open-minded and curious. Transparency is a core value, we speak our minds, are responsible for our actions and celebrate o ...

  • BOK Financial

    Senior Energy Portfolio Manager

    1 week ago

    BOK Financial Dallas, United States

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Select how often (in days) to receive an alert: · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Fi ...

  • 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 ...