Houston – Portfolio Manager / Credit Analyst (107894)

Jessica has been a Credit Analyst / Portfolio Manager for 11 years.

She is seeking an opportunity with a Houston area bank.

Jessica’s career skills as a Credit Analyst / Portfolio Manager include:

  • Loan size ranging from $1MM to $5MM, some to $15MM.
  • Directly managed or shadowed a $108 million dollar loan portfolio
  • Supported a team of 17 relationship managers located in Houston and East TX
  • Reviewed credit opportunities by analyzing companies’ financial statements, determined compliance with applicable bank policies, counseled bankers on appropriate structure, and attended client and prospect meetings
  • Participated in discussions with underwriting and sales leadership
  • Timely identification of emerging risks within the portfolio and development of strategy to address those risks
  • Developed and led credit trainings for banking team
  • Assessed financial status, collateral value and position, and loan documentation to develop a plan for each relationship
  • Coordinated implementation of bank strategy with bankers, bank management, legal counsel, borrowers and guarantors
  • Prepared and presented credit packages to bank management and internal and external credit review
  • Formal credit training: Omega – two year credit program, and many RMA training courses

Jessica is asking for a base salary minimum of $65K (flexible).

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.