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ServisFirst Bank · 18 hours ago

Portfolio Manager - Houston Region

Texas, United States

Full-time

Onsite

Mid Level

ServisFirst Bank is dedicated to providing exceptional service, and they are seeking a Portfolio Manager for the Houston Region. The Portfolio Manager will conduct financial analysis of credit for loan requests, assist Bank Officers, and ensure compliance with regulations while managing various responsibilities related to credit and loan documentation.

BankingFinanceFinancial Services

Responsibilities

Conduct financial analysis of credit for new and existing clients and prospects

Generate spreads, term sheets, and other information for loan requests and conduct underwriting

Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay

Build profiles and loan requests in nCino for approval

Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc

Generate reports to determine past or current maturities that are not yet cleared and request any necessary information

Prepare memos outlining financial information for approvals from the appropriate parties

Track maturity for renewals monthly

Be actively involved in understanding documentation and closing process

Attend sales appointments with Officers as requested

Work on term sheets / commitment letters as directed by supervisors

Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc

Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed

Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Qualification

Financial analysisData analysisMicrosoft ExcelCommunication skillsMulti-taskingRMA trainingMoody trainingOrganizational skills

Required

Bachelor's degree in Finance, Accounting or a related field

Excellent written and verbal communication skills

Experience using Microsoft Outlook, Word and Excel

Experience in a position requiring attention to detail and data analysis

Excellent organizational skills and ability to multi-task

Preferred

RMA and/or Moody training is a plus

Company

ServisFirst Bank

ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.

Founded in 2005