Portfolio Analyst: Credit Modeling & Client Growth

NBH Bank; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Insurance

401k

Associate stock purchase program

Paid time off

Associate banking perks

Job summary

NBH Bank in Dallas is seeking a Portfolio Analyst to underwrite loan presentations and manage a middle-market portfolio, typically exceeding $5 million in credit exposure. The role involves building financial models, supporting relationship managers, and ensuring credit quality through ongoing monitoring.

The ideal candidate has 4+ years in banking, strong writing skills, and a disciplined, detail-oriented approach, with the ability to train others and work with cross-functional teams.

Qualifications

• Bachelor's degree in accounting or finance or equivalent combination of education and experience.
• 4+ years of relevant banking experience.
• Strong business writing skills.
• Self-starter personality with a passion to pursue further endeavors in the finance field.
• Strong attention to detail.
• Driving may be required with this position. Applicants must have a valid driver's license and driving history that meets the Bank's driver standards.

Responsibilities

• Underwrite loan presentations to support growth of assigned portfolio and credit relationships.
• Prepare financial models for underwriting and credit analysis.
• Assist relationship managers and portfolio managers with management of existing portfolio of clients.
• Monitor client relationships for compliance with credit standards through monthly portfolio monitoring.
• Maintain a high level of analytical skills to ensure credit quality standards are met.

Skills

Business writing

Attention to detail

Self-starter

Excel modeling

PowerPoint

Word

Education

Bachelor's degree in accounting or finance

Master's degree in accounting or finance

Tools

Excel

PowerPoint

Word

Job description

NBH Bank in Dallas is seeking a Portfolio Analyst to underwrite loan presentations and manage a middle-market portfolio, typically exceeding $5 million in credit exposure. The role involves building financial models, supporting relationship managers, and ensuring credit quality through ongoing monitoring.

The ideal candidate has 4+ years in banking, strong writing skills, and a disciplined, detail-oriented approach, with the ability to train others and work with cross-functional teams.