Middle Market Banking - Portfolio Manager II

NBH Bank; Dallas (TX); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Insurance

401k

Stock purchase program

Paid time off

Associate banking perks

Job summary

NBH Bank is seeking a Portfolio Manager II/III to support the Middle Market Banking team across regions, coordinating calling efforts with bank partners and developing profitable client relationships.

You will review financials, renewals, and annual reviews, lead underwriting on loan presentations, and help expand lending and treasury services across a growing portfolio. Strong credit knowledge and communication skills are essential.

Qualifications

• Bachelor's degree or equivalent required.
• MBA or related certification preferred.
• Strong communication and writing skills required.

Responsibilities

• Support Middle Market Banking business development across national and regional prospects.
• Assist in cross-selling lending, depository and treasury management products.
• Review and structure large, complex transactions and present to credit officers.

Skills

PowerPoint

Word

Excel

Relationship building

Communication

Education

Bachelor’s degree in related field or equivalent

MBA or certification in the field

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks at hand. When changes in the nature of the work occur, the person in this position will need direction, training, and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work.

As a Portfolio Manager II, you will support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and working with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients.

Additionally, Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards.

You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements:

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 5+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.

Desired Qualifications:

• MBA or certification in the field.
• 7+ years of relevant experience in specialty or commercial banking.
• Industry specific credit background.
• Moody's Risk Analyst experience.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

Skills and Abilities:

Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Proficient in Microsoft PowerPoint, Word and Excel.
• Identify key relationships to achieve strategic goals and provide strong credit knowledge.
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
• Well-developed and proven organizational skills with ability to utilize time efficiently.
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
• Must be able to work overtime to the extent necessary.
• Must be able to work additional hours outside routine business hours to the extent necessary.
• Must be able to travel - estimated at 25% of the time.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.