Sr. Portfolio Manager – Amegy Tower/ Houston, TX at Zions Bancorporation

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

0.0

Posted On

24 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Corporate Underwriting, Commercial Underwriting, Healthcare, CRE, Portfolio Management, Financial Statement Analysis, Credit Analysis, Risk Assessment, Covenant Management, Client Relationship Management, Loan Structuring, Loan Documentation, Cross Selling, Microsoft Office, Communication Skills, Interpersonal Skills

Industry

Banking

Description

At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees. We are looking for a seasoned Underwriter/Portfolio Manager in Houston, Texas. This role will focus on underwriting, managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risks. The ideal candidate will have the skills and experience necessary to: Experience in corporate/commercial underwriting. Healthcare, CRE or not for profit is ideal but not required. Manage and service a portfolio of loan relationships. Spread and analyze financial statements, addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification and monitoring credit performance. Underwrite credit presentations for new commitments, modifications and renewals Responsible for risk rating assessment and periodic relationship reviews. Responsible for covenant management and validating covenant compliance. Report on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. Work with team members through the due diligence process on various transactions. Review loan documentation to ensure credit and regulatory compliance Expand, build, and maintain client relationships, providing the highest level of customer service. Cross sell other bank products. Perform other duties as required. Qualifications: Requires a bachelor’s degree in General Business, Finance, Accounting, Commercial Banking or equivalent/relevant program and 7+ years’ directly related experience preferred. Strong writing, interpersonal and communication skills. Effective Microsoft Office skills including Outlook, Excel, and Word to produce reports, memos, and loan presentations. Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation. Experience with bank loan and deposit systems preferred, not required. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Amegy Bank, a division of Zions Bancorporation, is listed on the S&P 500 & NASDAQ Financial 100 indices under the ZION ticker.

Responsibilities

The Sr. Portfolio Manager will underwrite, manage, and service loan portfolios while analyzing financial statements and identifying industry risks. They will also be responsible for client relationship management and ensuring compliance with credit and regulatory standards.