Citizens · 2 months ago
Corporate Banking PM II (Energy - Oil & Gas)
600 Travis St, STE 6950, Houston, TX, 77002-3009, US
Full-time
Onsite
Senior Level
5+ years expCitizens is a financial institution seeking a Corporate Banking Portfolio Manager II to manage complex commercial banking relationships. The role involves credit underwriting, portfolio management, and ensuring compliance while maintaining strong customer relationships.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Manage a portfolio of the most complex credits with minimal oversight, demonstrating expert knowledge of clients and credits
Perform effective credit underwriting and risk administration with emphasis on adherence to credit policy, financial analysis/modeling, risk evaluation, and portfolio maintenance
Significantly contributing to the review and negotiation of loan documentation
Structure, underwrite, and document new business, renewals, and modifications as the credit expert within the first line of defense
Oversee assigned portfolio, anticipate potential issues, and develop solutions while managing multiple priorities
Meet deadlines and schedules to maintain compliance with credit and risk policies
Provide client management support, maintaining regular direct interaction and resolving complex credit-related issues
Stay current on industry and market information related to assigned markets and customers
Share insights and learnings with other Relationship Managers (RMs) and Portfolio Managers (PMs)
Qualification
Required
Bachelor's degree in finance, accounting, economics, or related field
Minimum 5–7 years of experience in commercial credit underwriting and portfolio management
Strong analytical skills with expertise in financial modeling and risk evaluation
Proven ability to manage complex credit portfolios with minimal supervision
Excellent communication and relationship management skills
Deep understanding of regulatory compliance and credit policy requirements
Ability to anticipate portfolio issues and develop proactive solutions
Preferred
Advanced degree or professional certification (e.g., CFA, CPA)
Experience in lending to Energy (Oil & Gas)
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
H1B Sponsorship
Citizens has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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