• Portfolio Manager - Energy Finance

    Location US-TX-Dallas
    Job ID
    2018-5586
    Category
    Commercial Banking/Corporate Banking
    Position Type
    Part-Time
  • Overview

    For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. And our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable businesses and expand our employees’ potential for career advancement.

    Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $37.7 billion, we’re ranked among the 30 largest banks in the United States and currently top 5 in “America’s 100 Best Banks” by Forbes, a list where we've consistently been in the top 15 since 2010. With a strong foundation, an enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

     

    East West Bank is currently seeking a Portfolio Manager in Houston, for its Energy Finance Group. This role is responsible for underwriting, credit monitoring and portfolio management of Energy Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship and net growth in relationships. The position will work closely with the energy team management, lenders, petroleum engineer technicians, bank engineers and energy clients in a “consultative” approach. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, preparing and/or overseeing underwriting memorandums, coordinating collateral evaluation with consultants and personnel, as well as identifying cross selling/referring opportunities of other deposit services.

     

    Job Duties:

    • Manages and oversees loan/deposit portfolios.
    • Perform underwriting, monitoring, reporting and forecasting for energy loans.
    • Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate
    • Demonstrates solid energy finance product understanding and an excellent understanding of risk profiles in energy borrower's operations and general industry knowledge.
    • May make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits.
    • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, Energy support staff and other internal business partners.
    • Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB energy credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
    • Perform other administrative duties required for the maintenance of a portfolio of clients. Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace.
    • Manage the borrowing base and renewal process by working with the Relationship Manager, client and credit department.
    • Perform other duties and special projects as needed. 

     

    Qualifications:

    • A minimum of a Bachelor degree in Finance, Management or a related field.
    • Preferred completion of a corporate or other formal credit training program.
    • 15+ years of relevant experience with a minimum of 8 years of direct portfolio management.
    • Strong communication skill set and ability to positively effect a collaborative team environment.
    • Strong understanding of credit policy and procedures and is able to accurately risk-rate
    • Loans/credits, evaluates both cash-flow and energy collateral-based loans/credits.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Connect With Us!

    Not ready to apply? Connect with us for general consideration.