Portfolio Manager I: Credit & Relationship Leader

Texas Capital Bank; Houston (TX); Vor Ort; USD 95.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match retirement savings

Paid leave and holidays

PTO

Zusammenfassung

Texas Capital Bank is seeking a Portfolio Manager I within Credit Administration to support the Middle Market line of business. You will own the underwriting process, evaluate potential risks, and work with Analysts, Associates, and Relationship Managers to maximize portfolio performance.

Responsibilities include monitoring credit facilities, conducting portfolio reviews, and leading risk assessments while delivering excellent client service.

Qualifikationen

• Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent.
• 3+ years’ experience in Commercial or Corporate Banking with formal Credit training.
• Exceptional writing, interpersonal and communication skills.
• Ability to process and analyze large amounts of information and evaluate risk.
• Strong MS Office proficiency to produce reports, memos, and presentations.

Aufgaben

• Own the underwriting process for all credit requests, from opportunity to close, with minimal oversight.
• Monitor portfolio quality against established criteria and adjust facilities as needed.
• Lead portfolio reviews, risk rating assessments, and covenant compliance.
• Collaborate with Relationship Managers on credit agreement reviews and negotiations.
• Identify cross-sell opportunities and act as internal consultant between Credit and the Line of Business.
• Manage client relations, including day-to-day needs, meetings and site visits.

Kenntnisse

Credit underwriting

Financial analysis

Relationship management

Communication skills

MS Excel

MS PowerPoint

Salesforce

Leadership

Ausbildung

Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent

Tools

Salesforce

Excel

PowerPoint

Jobbeschreibung

Texas Capital Bank is seeking a Portfolio Manager I within Credit Administration to support the Middle Market line of business. You will own the underwriting process, evaluate potential risks, and work with Analysts, Associates, and Relationship Managers to maximize portfolio performance.

Responsibilities include monitoring credit facilities, conducting portfolio reviews, and leading risk assessments while delivering excellent client service.