Senior Corporate Credit Portfolio Manager

b1BANK in; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

b1BANK in seeks a Portfolio Manager III to perform financial analysis, underwriting documentation, and ongoing credit monitoring for a portfolio of corporate clients. The role requires leadership in guiding other PMs and Lenders and ensuring compliance with regulations.

The candidate will gather data, model performance, and prepare credit packages while maintaining data integrity and providing clear risk assessments to support lending decisions.

Qualifications

• Strong financial analysis and modeling skills.
• Experience with underwriting and credit documentation.
• Excellent presentation and communication abilities.

Responsibilities

• Gather and analyze financial data and performance to assess creditworthiness.
• Model future financial performance and downside scenarios for clients.
• Lead structuring discussions with lenders and act as a value-added advisor.
• Prepare thorough underwriting documents identifying risks and mitigants.
• Monitor covenant compliance and risk rating for the portfolio.

Skills

Financial analysis

Modeling

Leadership

Presentation skills

Communication

Education

Bachelor's degree (finance, accounting, economics)

MBA (preferred)

Tools

Microsoft Office

Job description

b1BANK in seeks a Portfolio Manager III to perform financial analysis, underwriting documentation, and ongoing credit monitoring for a portfolio of corporate clients. The role requires leadership in guiding other PMs and Lenders and ensuring compliance with regulations.

The candidate will gather data, model performance, and prepare credit packages while maintaining data integrity and providing clear risk assessments to support lending decisions.