Portfolio Analyst (Commercial Lending) - Northwest Houston, TX
Posted on: 14 Apr 2023
Houston, TX
Job Description
At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given 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 Portfolio Analyst to join Amegy’s Commercial Team in Houston, TX.
Ideal candidates will have the skills and experience necessary to:
Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
(May) Request information from customers.
Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
Perform general administrative tasks.
Other duties as assigned.
Qualifications:
Requires a Bachelor’s degree or other equivalent directly related experience. A combination of education and experience may meet requirements.
Basic knowledge of loan documentation, administration, and policies/procedures.
Must be familiar with reading, understanding, and analyzing financial statements.
Strong analytical skills and attention to detail.
Ability to identify and resolve exceptions and interpret data.
Effective verbal, written, and interpersonal communication skills.
Advanced proficiency in common office software applications.
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
Houston, TX
More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.
Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their clients’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.
With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.
Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centers across 11 Western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Zions Bancorporation is in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION).
-
IndustryBanking/Financial Services
-
No. of Employees1,600+
-
Website
-
Jobs Posted635
