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Portfolio Manager/Underwriter (CRE) - San Antonio, TX

Zions Bancorporation
Posted 6 months ago, valid for 8 days
Location

San Antonio, TX 78288, US

Salary

Competitive

Contract type

Full Time

Paid Time Off
Life Insurance
Disability Insurance
Tuition Reimbursement
Flexible Spending Account

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Sonic Summary

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  • Amegy Bank is seeking a Portfolio Manager for its Commercial Real Estate Lending team in San Antonio, TX.
  • The ideal candidate should have a bachelor's degree in Business, Finance, or a related field, along with 4+ years of relevant experience in CRE, commercial, or corporate loans.
  • Responsibilities include preparing credit presentations, managing client relationships, and analyzing financial statements to monitor credit performance.
  • The position offers competitive compensation aligned with experience and includes a comprehensive benefits package starting from day one.
  • Local candidates are strongly preferred, and the role emphasizes strong communication, analytical, and organizational skills.

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.


We're looking for a Portfolio Manager to join our Commercial Real Estate (CRE) Lending team in San Antonio, TX.


The successful Portfolio Manager will have experience servicing, developing, and retaining new and existing clients in the Houston market and surrounding communities.


Essential Functions:

  • Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
  • Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
  • Serves as a secondary point of contact for client relationships.
  • Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
  • Perform other duties as required.

 

Qualifications:

  • Typically requires a bachelor’s degree in Business, Finance or a related field and 4+ years’ experience with CRE, commercial, or corporate loans, spreading financial statements, or other directly related experience. An equivalent combination of education and experience may meet qualifications.
  • Local candidates strongly preferred.
  • Knowledge of CRE, C&I or corporate loans, credit and/or related lending processes and procedures is required.
  • Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
  • Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
  • Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
  • PC skills required.
  • Other duties as assigned


Benefits:

  • Medical, Dental and Vision Insurance – START DAY ONE!
  • Life and Disability Insurance, Paid Paternal 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

 




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