Hillcrest Bank · 2 months ago
Middle Market Banking - Portfolio Manager II
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expHillcrest Bank is committed to fairness and simplicity in banking, emphasizing relationships with clients. As a Portfolio Manager II, you will manage client relationships, support business development, and coordinate with various bank teams to ensure the success and growth of portfolios.
Banking
Responsibilities
Support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis
Coordination of calling efforts on identified prospects with Bank team partners
Effectively supporting the management of profitable client relationships
Working with other areas in the Bank including Credit, Loan Operations and Executive Management
Assisting the industry team in cross-selling of the Bank’s lending, depository and treasury management products to new and existing bank clients
Assisting in the review and structuring of large complex transactions
Present deals to credit officers
Negotiate credit terms, and legal documentation with clients and referrals
Lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients
Manage an existing portfolio of clients and monitor their operating performance
Reviewing monthly/quarterly financial statements
Completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations
Monitor client relationship for compliance with credit standards
Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups
Establishing referral contacts within the community
Build a great rapport with clients and fellow associates
Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position
Qualification
Required
Bachelor's degree in related field or equivalent combination of education and experience
5+ years of relevant experience in specialty or commercial banking
Related specialty banking or finance experience
Preferred
MBA or certification in the field
7+ years of relevant experience in specialty or commercial banking
Industry specific credit background
Moody's Risk Analyst experience
Completed formal credit training program
Strong communication, writing, and sales skills
Benefits
Insurance
401k
An associate stock purchase program
Paid time off
Associate banking perks
Company
Hillcrest Bank
Hillcrest Bank is a company that offers banking solutions.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Idaho Business Review
2025-03-06
Company data provided by crunchbase