68 Portfolio Manager II Jobs in Dallas, TX
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Sunflower Bank NA is Hiring a Portfolio Manager II Near Dallas, TX
Description
Sunflower Bank, N.A. is looking for an experienced Portfolio Manager II to join our team in Dallas, TX! The Portfolio Manager is responsible for gathering, analyzing and interpreting financial and credit information in order to assess the creditworthiness of Sunflower Bank’s customers, focusing on Sunflower Bank’s moderately complex credit relationships. The incumbent will assist Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk.
- Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information.
- Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections.
- Research pertinent industry and market information relevant to customers’ lines of business.
- Prepare a written summary of analysis for new and existing loan relationships, especially in regards to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship.
- Communicate key analytical finding and opinions to Business/Commercial Bankers, management or credit officers.
Education / Experience Preferred:
- Bachelor’s Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have completed a formal credit training program or certification.
- 2 years of experience in credit analysis/portfolio management in a commercial lending environment is required.
Sunflower Bank Benefits employees enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more employee perks & incentives!
Job Summary
Full Time
$91k-127k (estimate)
10/08/2022
02/20/2024
The job skills required for Portfolio Manager II include Portfolio Management, Accounting, Economics, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager II positions, which can be used as a reference in future career path planning. As a Portfolio Manager II, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager II. You can explore the career advancement for a Portfolio Manager II below and select your interested title to get hiring information.
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