NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Highland Park, TXPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
Credit Portfolio Manager US BankCredit Portfolio ManagerIrving, TX$86,360–$101,600 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. This active posting is for a Credit Portfolio Management Role: Credit Portfolio Manager 1, Credit Portfolio Manager 2, Credit Portfolio Manager 3, Credit Portfolio Manager 4. Below are the basic qualifications and preferred experience for each level of role.
Portfolio Manager II BOK Financial CorpPortfolio Manager IIDallas, TXUnder direct supervision, the principal functions of the Portfolio Manager II are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help manage customer relationships by providing exceptional service; (3) assist with routine issues such as monthly / quarterly reporting requirements, overdrafts, wires, new account openings, etc. (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by looking for cross-sell opportunities; and 6) identifying referral opportunities from current customers and centers of influence.
Portfolio Manager Asset Based Lending Third Coast Bancshares IncPortfolio Manager Asset Based LendingDallas, TXMental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The Senior Portfolio Manager will serve as a primary credit resource within the ABL team and is expected to independently manage relationships throughout the credit lifecycle, from underwriting and closing through ongoing monitoring, amendments, renewals, and problem resolution.
VP, Portfolio Manager (Healthcare & ABL) Madison-DavisVP, Portfolio Manager (Healthcare & ABL)Dallas, TX$150,000–$170,000 / yearThis is a senior Portfolio Manager and Underwriter opportunity within the Healthcare Finance specialty lending group of a well-established commercial bank, offering end-to-end ownership across underwriting, credit monitoring, and portfolio management for C&I, CRE, and ABL transactions in the healthcare sector. Perform ongoing monitoring of credit and covenant compliance across the healthcare portfolio;accurately risk-rate loans and evaluate both cash flow and collateral-based credits.
Corporate Banking Portfolio Manager Team Lead For Asset Based Finance US BankCorporate Banking Portfolio Manager Team Lead For Asset Based FinanceDallas, TX$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
ABL Portfolio Manager II - Specialty Credit Texas Capital BankABL Portfolio Manager II - Specialty CreditDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
ABL Portfolio Manager II - Specialty Credit Texas Capital Bancshares, Inc.ABL Portfolio Manager II - Specialty CreditDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Portfolio Manager - CBG BBCN BankPortfolio Manager - CBGDallas, TXAs a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking the lead role in underwriting new transactions, both for existing and new prospective clients; ongoing portfolio review/monitoring, mentoring and training junior staff. Understand, structure, and negotiate corporate type loans that includes leverage loans, asset-based finance and borrowing based deals for bi-lateral, participation and large syndication loans.
Portfolio Manager - CBG Bank of HopePortfolio Manager - CBGDallas, TXAs a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking the lead role in underwriting new transactions, both for existing and new prospective clients; ongoing portfolio review/monitoring, mentoring and training junior staff. Understand, structure, and negotiate corporate type loans that includes leverage loans, asset-based finance and borrowing based deals for bi-lateral, participation and large syndication loans.
CRE Portfolio Manager II Fifth Third BancorpCRE Portfolio Manager IIDallas, TX$82,100–$172,500 / yearDeveloping employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Manage underwriting, approval and documentation process for transactions which may include new money, loan extensions, amendments, waivers and ancillary products, including treasury management, FX, interest rate derivatives, and commodity exposure.
Portfolio Manager, Specialty Banking Selby Jennings LtdPortfolio Manager, Specialty BankingDallas, TXThis is an excellent opportunity for a credit-oriented banking professional who enjoys underwriting complex commercial transactions and managing credit risk throughout the life of a loan. This position is centered on credit analysis, underwriting, portfolio monitoring, and risk management, given the portfolio's substantial loan growth over the last few years.
NewCommercial Portfolio Manager II South State BankCommercial Portfolio Manager IIMcKinney, TXBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
NewAssociate Director - Global Advisory And Working Capital Finance Portfolio Manager Huntington Bancshares IncAssociate Director - Global Advisory And Working Capital Finance Portfolio ManagerDallas, TXDuties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Commercial Portfolio Manager II Busey BankCommercial Portfolio Manager IIDallas, TexasThe Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as, Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Commercial Portfolio Manager III - Equipment Finance Huntington Bancshares IncCommercial Portfolio Manager III - Equipment FinanceFarmers Branch, TX$83,700–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
Portfolio Manager - Homebuilder Texas Capital BankPortfolio Manager - HomebuilderDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Portfolio Manager - Homebuilder Texas Capital Bancshares, Inc.Portfolio Manager - HomebuilderDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
NewPortfolio Manager Texas Capital BankPortfolio ManagerDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
NewPortfolio Manager Texas Capital Bancshares IncPortfolio ManagerDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.