- Fifth Third Bank, NA (Houston, TX)
- …to determine necessary edits + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR ... + Run Probability of Default (PD) model with oversight + Partner with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit… more
- First Horizon Bank (Houston, TX)
- …role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking ... best loan structure for customer and submits package for underwriting and approval. + Verifies loan documents are complete...with high close rate + Builds and maintains a portfolio mix of targeted high value and high potential… more
- UNUM (Austin, TX)
- …and align teams with the highest business value + Implement and manage Lean Management system in partnership with Customer Experience and Process experts to: + Focus ... a simple, modern and personal customer experience + Initiate and execute Portfolio Assessments that leverage economic modeling; accountable to deliver a high return… more
- Banc of California (Austin, TX)
- …+ Exit or remediate underperforming borrowers with minimal losses. + Lead the Portfolio Management collaboration effort with the Origination team prior to loan ... closing to prepare for the seamless transfer of the new client into Portfolio Management . + Proactively track performance of client operations, interfacing with… more
- PNC (Dallas, TX)
- …for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides ... financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . Coaches and/or reviews the work of… more
- Kemper (San Antonio, TX)
- …& profit objectives may include training on products, systems, service, and underwriting , book transfers, development of existing accounts, new business growth and ... sales within the account. + Interacts with Executives and the various Agency Portfolio Managers on any issues that impact the account. + Responsible for… more
- Zions Bancorporation (Houston, TX)
- …and businesses of all sizes. Amegy Bank's unique approach allows local management to lead through community connections and business insights, offering the stability ... Credit Analysts into well-rounded bankers with strong credit, prospecting, and relationship management skills. It offers a defined career path which begins with… more
- JPMorgan Chase (Fort Worth, TX)
- …client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments. **Job Responsibilities** + Build ... needs and circumstances of Not-for-Profit clients + Manage a portfolio of 50-65 clients; grow portfolio by... + Protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications,… more
- Banc of California (Austin, TX)
- …assisting in structuring and closing of new loans as well as transitioning loans to Portfolio Management . This role will work closely with senior Bankers on new ... is a focus on credit analysis, credit application preparation and coordination with Portfolio Management . Performs all duties in accordance with the Company's… more
- JPMorgan Chase (Houston, TX)
- …Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. ... providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new… more