Commercial Portfolio Manager - Saint Ann Court /
Posted on: 14 Mar 2025
Dallas, TX
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
The successful Commercial Portfolio Manager will have experience servicing, developing, and retaining new and existing C&I clients in the Dallas market and surrounding communities.
Essential Functions:
Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
Serves as a secondary point of contact for client relationships.
Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
Perform other duties as required.
Qualifications:
Typically requires a bachelor’s degree in Business, Finance or a related field and 5+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Local candidates strongly preferred. Directly related experience in Dallas and surrounding markets is an essential part of this role.
Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
PC skills required. Other duties as assigned
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).
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IndustryBanking/Financial Services
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No. of Employees1,600+
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Website
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Jobs Posted655
