At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.
We are looking for a seasoned
Underwriter/Portfolio Manager to join our
Corporate Health Care & Not for Profit Lending team in Texas. Preferably, the candidate would be in
Houston but open to
Dallas or
San Antonio as a possible location. This role will focus on underwriting, managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risks.
The ideal candidate will have the skills and experience necessary to:
- Experience in Healthcare, CRE or Not for Profit is ideal but not required
- Manage and service a portfolio of loan relationships.
- Spread and analyze financial statements, addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification and monitoring credit performance.
- Underwrite credit presentations for new commitments, modifications and renewals
- Responsible for risk rating assessment and periodic relationship reviews.
- Responsible for covenant management and validating covenant compliance.
- Report on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
- Work with team members through the due diligence process on various transactions.
- Review loan documentation to ensure credit and regulatory compliance
- Expand, build, and maintain client relationships, providing the highest level of customer service.
- Cross sell other bank products.
- Perform other duties as required.
Qualifications:
- Requires a bachelor's degree in General Business, Finance, Accounting, Commercial Banking or equivalent/relevant program and 5+ years' directly related experience preferred.
- Strong writing, interpersonal and communication skills.
- Effective Microsoft Office skills including Outlook, Excel, and Word to produce reports, memos, and loan presentations.
- Moderate knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.
- Experience with bank loan and deposit systems preferred, not required.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
Amegy Bank, a division of Zions Bancorporation, is listed on the S&P 500 & NASDAQ Financial 100 indices under the ZION ticker.
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BankTalent HQ
Competitive
vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
Aug 03, 2025