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Energy Corporate Banking Execution VP
Texas Capital. Embrace the Texas Capital Sales Excellence process to ensure appropriate client and prospect coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in corporate banking, credit analysis, and portfolio management, with a strong focus on risk identification and mitigation. Proficient in financial modeling and compliance, while effectively managing client relationships and team dynamics.
Highest-signal resume keywords
Corporate Banking ExperienceCredit AnalysisPortfolio ManagementFormal Credit TrainingFinancial Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisPortfolio ManagementFinancial ModelingRisk IdentificationUnderwritingProcess ImprovementDocumentation ManagementDiligence ManagementClient EngagementCovenant Compliance
Soft Skills
Excellent Communication SkillsOrganizational SkillsProblem-SolvingTeam CollaborationInterpersonal Skills
Tools & Technologies
SalesforceMS Office (Teams, Word, Excel, PowerPoint)
Certifications & Qualifications
Commercial Credit Certification
Industry Keywords
Banking ProductsOil and Gas FinancialsClient AcquisitionDeal ClosingTransaction Management
About the role
Key responsibilities & impact- Embrace the Texas Capital Sales Excellence process to ensure appropriate client and prospect coverage
- Align with product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition
- Support and serve as liaison between Analysts/Associates and Senior Bankers
- Manage deal flow and junior-team capacity
- Manage staffing for new and existing deals, opportunities, and pitches
- Review analysts’ work and provide feedback on credit screens, models, balance sheet committee, and other projects
- Oversee training, onboarding, and compliance for new team members
- Lead diligence, identify and mitigate underwriting risks
- Engage with clients and sponsors to resolve diligence items and gather information
- Collaborate with product partners to execute deals
- Manage closing processes, documentation, and deal booking
- Maintain organized documentation for new and historical transactions
- Monitor financials and covenant compliance across the portfolio
- Keep current on financial and banking products, markets, and regulations
- Surface issues to corporate functional leaders
- Identify trends and implement process changes to improve customer experience
- Assist with special projects and process improvements
- Supervise and manage the day-to-day activities of assigned bankers’ portfolios
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, or related field/experience required
- Minimum 5+ years of corporate banking experience required, including prior experience in credit analysis and/or portfolio management with a focus lending
- Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required
- Ability to perform in an exciting and transformative environment
- Excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, partners and clients
- Proficient organizational skills; ability to identify and solve problems/issues and manage multiple workstreams
- Ability to identify risk factors and potential mitigates while monitoring and engaging on multiple transactions at one time
- Familiarity with and ability to learn all banking products
- Extensive oil and gas financial modeling and related technical analytics skills
- Extensive presentation materials review and preparation skills
- Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint)
- Effective team player able to work in a fast-paced, collaborative environment and build working relationships across the organization
Benefits
Comp & perks- Health insurance coverage
- Wellness program
- Fertility and family building aids
- Life and disability insurance
- Retirement savings plans with a generous 401K match
- Paid leave programs
- Paid holidays
- Paid time off (PTO)