Client Manager – Energy

Jobtailor; Fort Worth (TX); On-site; USD 120,000 - 210,000; Full time

Job summary

Jobtailor seeks an experienced Sr. Client Manager to underwrite and manage a commercial banking portfolio focused on upstream/midstream oil and gas in Fort Worth, TX.

You will underwrite Oil & Gas Reserve Based Loans using engineering and financial data, and support a mid-to-large-size portfolio. You will conduct client-facing interactions, manage approval processes and loan documentation, expand business, cross-sell bank products, and navigate internal systems to track portfolio information.

Qualifications

• Bachelor’s degree in Business or related field.
• Experience in commercial banking or lending with underwriting.
• Oil & gas underwriting/analysis experience preferred.

Responsibilities

• Underwrite and manage a commercial banking portfolio focused on the upstream/midstream oil and gas sector.
• Support a mid-to-large-size portfolio, including complex Reserve Based Loans.
• Conduct client-facing interactions and manage approval processes and loan documentation.
• Partner with officers to administer assigned commercial banking relationships.
• Underwrite Oil & Gas Reserve Based Loans using engineering and financial data and historical analysis.
• Maintain portfolio through client calls, cross-selling, and credit quality.
• Provide recurring customer service to existing and prospective clients.
• Match client needs with bank products and identify cross-selling opportunities.
• Navigate internal systems to input and track portfolio information.
• Grow fee/revenue and referrals across bank segments.
• Prospect new opportunities with existing clients.

Skills

Credit Underwriting

Oil & Gas Reserve Based Loans

Financial Analysis

Client Relationship Management

Commercial Banking Experience

Strategic Sales Skills

Time Management

Analytical Skills

Networking Skills

Verbal Communication

Written Communication

Education

Bachelor’s degree in Business or Accounting / Finance / Economics / Mathematics

Tools

Word

Excel

PowerPoint

Job description

• Underwrite and manage a commercial banking portfolio focused on the upstream/midstream oil and gas sector


• Support a mid-to-large-size portfolio, including complicated or complex Reserve Based Loans


• Conduct client-facing interactions and manage approval processes and legal documentation


• Partner with other officers to administer assigned commercial banking relationships


• Underwrite Oil & Gas Reserve Based Loans using engineering data input, financial data input, historical financial analysis, and analysis of upstream/midstream oil and gas operations


• Maintain the portfolio by calling on existing customers, expanding business, ensuring client relations and account servicing, and maintaining credit quality


• Provide recurring customer service to existing and prospective clients through joint sales calls and direct correspondence


• Serve as a conduit for bank product lines and match client needs with appropriate products


• Proactively identify cross-selling opportunities


• Navigate internal systems and databases to input, obtain, and track portfolio information


• Grow fee/revenue, retain and grow the portfolio, manage and track the portfolio, and make referrals to other bank verticals/segments


• Prospect new opportunities with existing clients and make appropriate referrals


• Perform various projects and tasks as assigned, with emphasis on maintaining UMB TUCE for the Sr. Client Manager role

Requirements

• Bachelor’s degree in Business or Accounting / Finance / Economics / Mathematics or equivalent experience in a related field


• 5+ years of commercial banking or lending experience including credit underwriting for Client Manager role


• 8+ years of commercial banking or lending experience including credit underwriting for Sr. Client Manager role


• Advanced knowledge of credit and underwriting


• Solid or strong financial acumen


• Advanced knowledge of maturing loans, line renewals, term loan extensions, loan restructuring, approval processes, and changing loan terms


• Ability to interpret policies/procedures, loan contracts, credit reports, financial statements, and loan documents


• Self-starter with initiative


• Professional or strong verbal and written communication skills


• Proficiency in Word, Excel, and PowerPoint


• Ability to manage time effectively


• Ability to prospect and network at various levels within a company


• Analytical skills


• Strategic sales meeting skills for Sr. Client Manager role


• 3+ years of oil and gas underwriting/analysis for bonus consideration


• Exposure to the oil and gas industry/underwriting


• Knowledge of bank products, services, and bank operations


• 5+ years of managing oil and gas relationships for bonus consideration


• Product training for bonus consideration

Core Competencies

Demonstrates advanced knowledge of credit underwriting and financial analysis within the oil and gas sector, with a strong ability to manage commercial banking relationships and identify cross-selling opportunities. Proficient in navigating internal systems and maintaining credit quality while providing exceptional client service.

Highest-signal resume keywords

• Credit Underwriting


• Oil & Gas Reserve Based Loans


• Financial Analysis


• Client Relationship Management


• Commercial Banking Experience

ATS Optimization Keywords

Hard Skills

• Credit Underwriting


• Financial Analysis


• Loan Restructuring


• Loan Documentation


• Portfolio Management


• Analytical Skills


• Strategic Sales Skills


• Maturing Loans Knowledge


• Approval Processes


• Time Management

Soft Skills

• Verbal Communication


• Written Communication


• Self-Starter


• Networking Skills


• Client Service

Industry Keywords

• Oil and Gas Sector


• Commercial Banking


• Reserve Based Loans


• Bank Products


• Bank Operations

Tools & Technologies

• Word


• Excel


• PowerPoint