Senior Portfolio Analyst - Greenway

Research shows that individuals from historically underrepresented groups may hesitate to apply for roles unless they meet every listed requirement. If you believe your skills, knowledge, and experience align with the role, even if they don’t exactly match the listed qualifications, we encourage you to apply. Your unique talents may be exactly what we’re looking for.
Open to anyone residing in Texas.


The Portfolio Analysis team is responsible for monitoring the health and performance of the bank’s existing commercial and corporate loan portfolio. Their work ensures that loans continue to meet risk standards after origination, providing early identification of potential issues and supporting proactive risk management. Portfolio Analysts review financial updates, track covenant compliance, and assess changes in borrower performance or market conditions. They also update risk ratings, analyze trends, and collaborate with Relationship Managers to address concerns or recommend adjustments. By maintaining a clear, ongoing view of portfolio quality, this team helps protect the bank from emerging risks while supporting client relationships and long-term stability. Their role is essential to sustaining credit quality and ensuring that growth remains balanced with prudent oversight.
Senior Portfolio Analyst oversees complex portfolio monitoring activities, including high-value renewals and advanced compliance reviews. This role conducts in-depth financial analysis, updates profitability metrics, and ensures accurate risk ratings for large or specialized relationships. Senior Analysts also review exceptions, validate third-party valuations, and collaborate with Relationship Managers on resolving compliance issues. By providing expert oversight of portfolio health, this position helps maintain credit quality and supports strategic client management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Lead annual review workflows for complex relationships, including cash flow and collateral analysis.
2. Review and approve covenant compliance calculations and borrowing base submissions.
3. Update profitability metrics in Precision Lender and ensure accurate risk ratings.
4. Identify and resolve exceptions, documenting actions in Abrigo Sageworks.
5. Serve as a resource for junior analysts on technical portfolio tasks.
6. Support Relationship Managers with compliance and renewal requirements.
7. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training.
SECONDARY DUTIES
The position performs duties specific to the position and other functions as assigned by management.
SUPERVISORY RESPONSIBILITY
This position is not responsible for the supervision of staff.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written communication, analytical reasoning, multiple tasks with constant interruptions.
MINIMUM REQUIREMENTS
These specifications are guidelines based on the minimum experience required to perform the essential functions of the job. Individual abilities may result in some deviation from these guidelines:
• Bachelor’s degree required; advanced coursework preferred.
• 3+ years in portfolio or credit analysis.
• Expertise in covenant compliance and risk rating methodologies.
• Advanced proficiency in Abrigo Sageworks and integrated systems.
• Strong analytical and decision-making skills.
• Ability to mentor and guide junior analysts.
• Excellent communication and collaboration skills.


Stellar Benefits:
We believe that empowering people goes far beyond the workplace. That’s why we’ve designed our benefits to help foster your health and prosperity, so you can best support yourself, your loved ones and your communities
• Health Care Coverage, no waiting period
• Dental/Vision
• STD/LTD
• Annual Performance Bonus Eligible
• 401K with