Portfolio Analyst - The Woodlands, TX

Amegy Bank•The Woodlands, TX

6d•Onsite

About The Position

Amegy Bank is seeking a Portfolio Analyst to join its Homebuilder CRE team in The Woodlands, Texas. The analyst exercises independent judgment in servicing and portfolio administration, making decisions within established bank policies, procedures, and delegated authority. The role supports builder loan transactions, portfolio monitoring, client funding needs, compliance, reporting, and day-to-day department operations. The position is fully in office five days a week at 4576 Research Forest Drive, The Woodlands, TX 77381.

Requirements

Bachelor’s degree or at least 2 years of directly related experience; a combination of education and experience may meet requirements.
Basic knowledge of loan documentation, administration, and policies and procedures.
Familiarity with reading, understanding, and analyzing financial statements.
Strong analytical skills and attention to detail.
Ability to identify and resolve exceptions and interpret data.
Effective verbal, written, and interpersonal communication skills.
Advanced proficiency in common office software applications.

Responsibilities

Coordinate with the closing department, legal counsel, and title companies on builder loan takedowns, conversions, and modifications from inception through closing.
Reconcile monthly borrowing bases by clearing paid-off loans, updating stages of completion, and maintaining archival records.
Order, review, and track appraisals and flood insurance coverage for compliance with lending requirements.
Coordinate inspections, generate reports, update monitoring spreadsheets, manage third-party vendor requests, and process related invoices.
Process and monitor construction draws, loan payoffs, and lien releases.
Review, process, and coordinate funding advances and wire transfers.
Generate and distribute monthly builder loan statements, respond to related inquiries, monitor interest payments and outstanding fees, and contact borrowers about past-due items.
Request financial covenant information, identify and resolve exceptions, and maintain departmental compliance tracking.
Prepare and update departmental fee reports for revenue tracking and reporting.
Maintain department reports on new loan activity, milestones, and status updates, and conduct periodic quality-control reviews for completeness, accuracy, and data integrity.
Perform ongoing administrative duties and provide operational support for department workflow.