Portfolio Manager (Health Care & Not For Profit) - Houston, Dallas, or San Antonio, TX
- 📁
- Commercial Lending
- 💼
- Amegy Bank
- 📅
- 067556 Requisition #
At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.
We are looking for a seasoned Underwriter/Portfolio Manager to join our Corporate Health Care & Not for Profit Lending team in Texas. Preferably, the candidate would be in Houston but open to Dallas or San Antonio as a possible location. This role will focus on underwriting, managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risks.
The ideal candidate will have the skills and experience necessary to:
- Experience in Healthcare, CRE or Not for Profit is ideal but not required
- Manage and service a portfolio of loan relationships.
- Spread and analyze financial statements, addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification and monitoring credit performance.
- Underwrite credit presentations for new commitments, modifications and renewals
- Responsible for risk rating assessment and periodic relationship reviews.
- Responsible for covenant management and validating covenant compliance.
- Report on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
- Work with team members through the due diligence process on various transactions.
- Review loan documentation to ensure credit and regulatory compliance
- Expand, build, and maintain client relationships, providing the highest level of customer service.
- Cross sell other bank products.
- Perform other duties as required.
Qualifications:
- Requires a bachelor’s degree in General Business, Finance, Accounting, Commercial Banking or equivalent/relevant program and 5+ years’ directly related experience preferred.
- Strong writing, interpersonal and communication skills.
- Effective Microsoft Office skills including Outlook, Excel, and Word to produce reports, memos, and loan presentations.
- Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
- Experience with bank loan and deposit systems preferred, not required.
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, a division of Zions Bancorporation, is listed on the S&P 500 & NASDAQ Financial 100 indices under the ZION ticker.
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
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