Portfolio Analyst I - Greenway jobs in United States
cer-icon
Apply on Employer Site
company-logo

Stellar Bank · 13 hours ago

Portfolio Analyst I - Greenway

positionHouston, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Stellar Bank is a newly formed financial institution resulting from the merger of Allegiance Bank and CommunityBank of Texas. The Portfolio Analyst I role focuses on supporting the management of commercial loan portfolios, ensuring accurate financial reporting and compliance monitoring, and collaborating with Relationship Managers to maintain portfolio quality.

BankingFinancial ServicesPersonal Finance

Responsibilities

Set up financial and covenant ticklers in Abrigo Sageworks per credit approval
Review submitted financial statements and update tickler status
Assist with borrowing base and collateral updates for initial draws and renewals
Record covenant compliance and update risk rating components
Initiate annual review workflows and update narratives under supervision
Ensure accurate documentation of tickler extensions and waivers
Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training

Qualification

Financial statements analysisCredit systems familiarityAttention to detailOrganizational skillsEffective communication

Required

Associate degree in finance or related field (Bachelor's preferred)
0–1 year in credit or portfolio support
Basic understanding of financial statements and loan documentation
Familiarity with credit systems (Abrigo Sageworks preferred)
Strong attention to detail and organizational skills
Ability to follow structured processes
Effective communication for team collaboration

Preferred

Bachelor's degree in finance or related field
Familiarity with credit systems (Abrigo Sageworks preferred)

Benefits

Health Care Coverage, no waiting period
Dental/Vision
STD/LTD
Annual Performance Bonus Eligible
401K with company match
Paid Vacation
Volunteer days
Travel Stipend
Tuition Assistance
And More

Company

Stellar Bank

twittertwittertwitter
company-logo
Stellar Bank offers banking, savings, online banking, loans, and treasury services.
dateFounded in 2007
location
Houston, Texas, USA
people-size1001-5000 employees
web-link
https://www.stellar.bank

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Ray Vitulli
Chief Executive Officer
linkedin

Recent News

Business Wire
Stellar Bancorp, Inc. Reports Third Quarter 2025 Results
2025-10-24
Morningstar.com
Stellar Bancorp, Inc. Announces Third Quarter 2025 Earnings Release and Conference Call Date
2025-10-02
Business Wire
Stellar Bancorp, Inc. Reports Second Quarter 2025 Results
2025-07-27
Company data provided by crunchbase