Hillcrest Bank
Middle Market Banking - Portfolio Manager II
Hillcrest Bank, Dallas, Texas, United States, 75215
Middle Market Banking - Portfolio Manager II
Hillcrest Bank invites applications for the Portfolio Manager II role. This position supports the Middle Market Banking business by identifying prospects, coordinating outreach efforts, nurturing client relationships, and managing a portfolio of commercial banking clients.
Responsibilities
Identify and call prospects and referrals on a national and regional basis.
Coordinate calling efforts with Bank team partners and present deals to credit officers.
Assist in cross‑selling lending, deposit, and treasury products to new and existing clients.
Support industry teams in reviewing and structuring large complex transactions.
Lead underwriting on loan presentations, ensuring the overall success and growth of assigned portfolios.
Maintain existing portfolio of clients, reviewing financial statements, completing renewals, and monitoring compliance with credit standards.
Participate in community and business functions to enhance the bank’s image and establish referral contacts.
Maintain knowledge of regulations and bank policies, including BSA and OFAC requirements.
Minimum Requirements
Bachelor’s degree in a related field or equivalent combination of education and experience.
5+ years of relevant experience in specialty or commercial banking.
Relevant specialty banking or finance experience.
Desired Qualifications
MBA or professional 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.
Skills and Abilities
Proficiency 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 to engage and persuade clients.
Well‑developed organizational skills with the ability to manage time efficiently.
Make sound, timely decisions and consistently deliver on commitments.
Work Environment
Office setting with traditional hours.
Work at a rapid pace for long periods (typically no longer than 8 hours).
Physical requirements include pushing, pulling, bending, twisting, lifting, and other tasks as needed.
May require overtime and additional hours outside routine business hours.
Travel estimated at 25% of the time.
Benefits Hillcrest Bank offers a generous benefits package, including insurance, a 401(k) plan, an associate stock purchase program, paid time off, and associate banking perks.
Equal Employment Opportunity Hillcrest Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any legally protected category. Hillcrest Bank is proud to be a drug‑free workplace.
The Bank is committed to verifying employment eligibility, completion of criminal history, global screen, drug screen, employment credit report, and driving record prior to hire.
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Responsibilities
Identify and call prospects and referrals on a national and regional basis.
Coordinate calling efforts with Bank team partners and present deals to credit officers.
Assist in cross‑selling lending, deposit, and treasury products to new and existing clients.
Support industry teams in reviewing and structuring large complex transactions.
Lead underwriting on loan presentations, ensuring the overall success and growth of assigned portfolios.
Maintain existing portfolio of clients, reviewing financial statements, completing renewals, and monitoring compliance with credit standards.
Participate in community and business functions to enhance the bank’s image and establish referral contacts.
Maintain knowledge of regulations and bank policies, including BSA and OFAC requirements.
Minimum Requirements
Bachelor’s degree in a related field or equivalent combination of education and experience.
5+ years of relevant experience in specialty or commercial banking.
Relevant specialty banking or finance experience.
Desired Qualifications
MBA or professional 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.
Skills and Abilities
Proficiency 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 to engage and persuade clients.
Well‑developed organizational skills with the ability to manage time efficiently.
Make sound, timely decisions and consistently deliver on commitments.
Work Environment
Office setting with traditional hours.
Work at a rapid pace for long periods (typically no longer than 8 hours).
Physical requirements include pushing, pulling, bending, twisting, lifting, and other tasks as needed.
May require overtime and additional hours outside routine business hours.
Travel estimated at 25% of the time.
Benefits Hillcrest Bank offers a generous benefits package, including insurance, a 401(k) plan, an associate stock purchase program, paid time off, and associate banking perks.
Equal Employment Opportunity Hillcrest Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any legally protected category. Hillcrest Bank is proud to be a drug‑free workplace.
The Bank is committed to verifying employment eligibility, completion of criminal history, global screen, drug screen, employment credit report, and driving record prior to hire.
#J-18808-Ljbffr