Texas Capital Bank
Portfolio Manager - Energy
Texas Capital Bank, Dallas, Texas, United States, 75215
Portfolio Manager - Energy
ApplyLocations: Dallas, TXTime Type: Full timePosted on: Posted 13 Days AgoJob Requisition ID: JR102318Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).Brief Overview of Position
The Portfolio Manager II role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.This position will support the
Corporate
line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify lending and cross-sell opportunities. The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate. The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business.Responsibilities
To be successful in this role, candidates must be able to process large amounts of information, communicate in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting modelsResponsible for risk rating assessment and periodic relationship reviewsPartner with Relationship Manager in credit agreement review and negotiationOwnership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.Ownership of policy exception identificationDirect and manage portfolio reviewsValidate covenant compliance and covenant managementOwnership of post-approval modifications to ensure accurate reporting of credit exposureClient management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.Client management in SalesForceOversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practicesOwnership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.Identify cross-sell opportunitiesPartner with Special Assets Group for credit requests (as needed)Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospectsQualifications
Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent/relevant program5+ years’ experience in Commercial or Corporate Banking with formal Credit training.Strong preference for prior banking experience to include lending to the independent E&P and/or Midstream subsectors of the Energy industry, including reserve based lendingExceptional writing, interpersonal and communication skillsExtraordinary levels of motivation and initiativeEffective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organizationStrong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentationsPassion for financial services and delivering superior client experiencesProven leadership skills and community involvementThe duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer.About Texas Capital Bank
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.
#J-18808-Ljbffr
ApplyLocations: Dallas, TXTime Type: Full timePosted on: Posted 13 Days AgoJob Requisition ID: JR102318Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).Brief Overview of Position
The Portfolio Manager II role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.This position will support the
Corporate
line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify lending and cross-sell opportunities. The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate. The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business.Responsibilities
To be successful in this role, candidates must be able to process large amounts of information, communicate in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting modelsResponsible for risk rating assessment and periodic relationship reviewsPartner with Relationship Manager in credit agreement review and negotiationOwnership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.Ownership of policy exception identificationDirect and manage portfolio reviewsValidate covenant compliance and covenant managementOwnership of post-approval modifications to ensure accurate reporting of credit exposureClient management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.Client management in SalesForceOversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practicesOwnership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.Identify cross-sell opportunitiesPartner with Special Assets Group for credit requests (as needed)Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospectsQualifications
Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent/relevant program5+ years’ experience in Commercial or Corporate Banking with formal Credit training.Strong preference for prior banking experience to include lending to the independent E&P and/or Midstream subsectors of the Energy industry, including reserve based lendingExceptional writing, interpersonal and communication skillsExtraordinary levels of motivation and initiativeEffective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organizationStrong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentationsPassion for financial services and delivering superior client experiencesProven leadership skills and community involvementThe duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer.About Texas Capital Bank
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.
#J-18808-Ljbffr