Middle Market Banking - Portfolio Manager II

NBH Bank•Dallas, TX

29d

About The Position

The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person's competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks at hand. When changes in the nature of the work occur, the person in this position will need direction, training, and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Portfolio Manager II, you will support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and working with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

Bachelor's degree in related field or equivalent combination of education and experience.
5+ years of relevant experience in specialty or commercial banking.
Related specialty banking or finance experience.

Nice To Haves

MBA or certification in the field.
7+ years of relevant experience in specialty or commercial banking.
Industry specific credit background.
Moody's Risk Analyst experience.
Completed formal credit training program.
Strong communication, writing, and sales skills.
Proficient in Microsoft PowerPoint, Word and Excel.
Identify key relationships to achieve strategic goals and provide strong credit knowledge.
Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
Well-developed and proven organizational skills with ability to utilize time efficiently.
Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.

Responsibilities

Support Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis
Coordinate calling efforts on identified prospects with Bank team partners
Effectively support the management of profitable client relationships
Work with other areas in the Bank including Credit, Loan Operations and Executive Management
Assist the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients
Assist in the review and structuring of large complex transactions
Present deals to credit officers
Negotiate credit terms, and legal documentation with clients and referrals
Lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients
Manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards
Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups
Establish referral contacts within the community
Build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.