Tax Manager JobotTax ManagerHouston, TX$110,000–$140,000 / yearThis role involves working closely with clients and internal teams to optimize tax credit opportunities, performing ERC eligibility analysis, and managing all aspects of Employee Retention Credit and Employee Retention Tax Credit. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationHouston, TXBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Project Manager Keller North America, Inc.Project ManagerHouston, TXBy connecting global resources and local experience, Keller develops innovative, practical, and cost-effective solutions to geotechnical challenges. Lead proposal development, including risk assessment, profit optimization, estimating, engineering input, technical writing, site visits, and client Q&A.
Billing Manager - Digitech SarnovaBilling Manager - DigitechHouston, TXAdditional responsibilities include identifying deficiencies within the group and escalating them to the Director, building positive relationships both internally and externally, maintaining Key Performance Indicators (KPIs), and delivering annual reviews with staff, along with corrective actions when necessary. The A/R Management Manager is responsible for directly managing the ARM team and ensuring that outstanding accounts, denials, and appeals are accurate and followed up on in a timely manner to maximize reimbursements.
Tax Manager, Core Tax Services bdo consultingTax Manager, Core Tax ServicesHouston, TX$112,000–$150,000 / yearThe Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Manager, Revenue Accounting - Remote MotiveManager, Revenue Accounting - RemoteHouston, TXRemote$94,000–$143,000 / yearMotive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. Conduct technical accounting research in collaboration with the Revenue Accounting Senior Manager, ensure appropriate solutions are implemented with process documentation, and as needed document conclusions in accounting policy format.
NewPrivate Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
NewBusiness Banking Relationship Manager First Horizon BankBusiness Banking Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 3-10 years of experience or equivalent combination of education and experience.
NewSenior Private Client Relationship Manager First Horizon BankSenior Private Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Traveling Business Office Manager- Skilled Nursing Touchstone CommunitiesTraveling Business Office Manager- Skilled NursingHouston, TXWe are seeking a true expert in skilled nursing business office operations: Minimum 3+ years of Business Office Manager experience in a Skilled Nursing Facility (REQUIRED) . As a Traveling BOM , you will serve as a trusted expert and operational leader, stepping in where needed to enhance performance, ensure compliance, and drive financial success .
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesHouston, TX$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Assistant Credit Manager Ledgent Finance & AccountingAssistant Credit ManagerHouston, Texas$66,000–$71,000Identify collection and order validations needing escalation and proactively address issues (past due items, credit limit exceeded, master data issue, etc), by driving discussions with the customer, operations and/or sales teams. · Monitor customer credit lines, collections and account balances to ensure compliance of established credit limits, payment terms and minimize credit exposure.
NewSpecialized Tax Services - Energy Incentives & Credits Manager PwCSpecialized Tax Services - Energy Incentives & Credits ManagerHouston, TX$99,000–$266,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Commercial Credit/ nCino Manager Accenture PlcCommercial Credit/ nCino ManagerHouston, TXAccenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process.
Commercial Credit/ nCino Senior Manager Accenture PlcCommercial Credit/ nCino Senior ManagerHouston, TXWe bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process.
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditHouston, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Tax Manager - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Manager - Credits & IncentivesHouston, TX$105,375–$215,375 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
Manager, Mortgage Capital Markets Credit Risk (Houston, TX, US, 77002) The Bank of Nova ScotiaManager, Mortgage Capital Markets Credit Risk (Houston, TX, US, 77002)Houston, TX$90,000–$167,200 / yearGuided by our purpose: "for every future," we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. • 4-year college degree • Knowledge of corporate lending products, counterparty derivatives • Understanding of credit risk, and the structures, and protections required for credit analysis • Experience/knowledge of internal credit assessments • Understanding of Bank's lending policies, procedures, and practices • Familiarity with credit documentation.
NewEnergy and R&D Tax Credit Senior Manager CroweEnergy and R&D Tax Credit Senior ManagerHouston, Texas$139,200–$293,500 / yearA successful candidate will be prepared to assist the current leadership in expanding revenue by working with practice offices on existing clients and external opportunities coming through our business development team and possess the following skills: Managing R&D projects with a focus on growing R&D tax credit engagements for Energy companies where expertise in the following areas will help Crowe gain market share: Crowe’s dynamic and entrepreneurial Federal Tax Consulting Services practice incorporates cutting edge technology into an innovative team-based approach to deliver specialized federal tax consulting to clients ranging from middle market companies to the Fortune 500.
Energy Credits Senior Manager - TCIA Cherry Bekaert LLPEnergy Credits Senior Manager - TCIAHouston, TX$138,800–$215,900 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients.
NewSpecialized Tax Services - Energy Incentives & Credits Senior Manager PwCSpecialized Tax Services - Energy Incentives & Credits Senior ManagerHouston, TX$124,000–$335,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Commercial Contracts Manager Cambrian Innovation IncCommercial Contracts ManagerHouston, TXThis role operates as a commercial risk architect and cross functional integrator, working in close partnership with Sales, Engineering, Finance, and Operations to structure agreements that protect capital, align with approved return thresholds, and enable deal velocity. Significant experience writing, reviewing, and negotiating complex long-term service or infrastructure agreements, ideally including DBOOM, energy as a service, or concession style legal structures.
WNTO Tax Manager - Methods, Credits & Incentives Grant Thornton LLPWNTO Tax Manager - Methods, Credits & IncentivesHouston, TX$151,800–$165,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. Job Description: As a WNTO Tax Manager - Methods, Credits & Incentives, you'll support and partner across multiple solution families, including Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions to address complex and cross-functional tax matters - all with the resources, environment and support to help you excel.
Corporate Tax Manager - Methods, Credits & Incentives Grant Thornton LLPCorporate Tax Manager - Methods, Credits & IncentivesHouston, TXIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Manager, Quality Control (R&D Tax Credits) Ryan, LLCManager, Quality Control (R&D Tax Credits)Houston, TXSupervisory Responsibilities: Assists Director and/or Manager, as requested, to directly supervise employees in the R&D Tax practice and carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Expert level knowledge of Microsoft Word, Access, Excel, PowerPoint, and Outlook, as well as Internet navigation and legal/technical tax code research tools.
Tax Senior Manager, State and Local Tax - Credits & Incentives BDO USA PCTax Senior Manager, State and Local Tax - Credits & IncentivesHouston, TX$99,750–$262,500 / yearJob Summary: The Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy.
Tax Manager, Credits & Incentives BDO USA PCTax Manager, Credits & IncentivesHouston, TX$79,800–$168,000 / yearJob Summary: A STS Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.
Account Manager/Customer Service Representative- Trade Credit Alliant Insurance Services, Inc.Account Manager/Customer Service Representative- Trade CreditHouston, TXResponsible for providing excellent customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. We are proud to provide comprehensive, high quality employee programs to meet employees needs now and in the future, including a very competitive financial package.
Credit & Collections Specialist Janel GroupCredit & Collections SpecialistHouston, TexasDepartment : Finance / Accounting Position Summary The Credit & Collections Specialist manages customer credit exposure and ensures timely collection of receivables, with a strong focus on duty collections related to customs entries and international freight. The role requires effective phone communication, professional email follow‑ups, and the ability to resolve billing issues in a fast‑paced logistics environment.
Sr Credit Analyst (Houston, TX, US, 77019) Love's Travel Stops & Country Stores IncSr Credit Analyst (Houston, TX, US, 77019)Houston, TXWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Credit Analyst is primarily responsible for partnering with the Musket Credit Manager, supporting the daily duties of underwriting and monitoring credit while performing analytical activities and identifying risks or issues as needed.
Credit Analyst Lee Hecht HarrisonCredit AnalystHouston, TX$50,000–$65,000 / yearManage customer credit portfolios by evaluating credit risk, approving credit within established authority limits, monitoring exposure, and supporting collection efforts to maintain healthy accounts receivable. This role is ideal for a finance professional who enjoys analyzing customer creditworthiness, improving processes, reducing risk, and partnering with internal teams to resolve complex account issues.
Credit & Collections Coordinator Seaboard CorporationCredit & Collections CoordinatorHouston, TXCONDITIONS: Indoors office and occasionally outdoors - Exposed to controlled temperatures in an office environment and occasionally exposed to a non-controlled environment (outdoors) where they may be exposed to all possible environmental factors such as extreme heat, cold, rain, wind and high humidity during day and night shifts. Minimum of five (5) years' experience in accounting, billing, credit, and collections, or an Associate's Degree in Accounting, Finance and Audit with three (3) years of experience, or Bachelor's Degree in Accounting with one (1) year of experience (experience in shipping, warehousing, and logistics is a plus).
Senior Credit Specialist Ledgent Finance & AccountingSenior Credit SpecialistHouston, Texas$60,000–$64,000Performs continual evaluation of credit limits for assigned accounts, identifies issues needing escalation and facilitates customer KPI meetings as required. This position will be a senior role in charge of mid-to-large size portfolios, and will also be a team lead to the team and assist with training and mentoring staff members.
Credit & Collections Analyst ITWCredit & Collections AnalystHouston, TexasITW Global Brands ( ITWGB ) specializes in servicing the Auto Aftermarket, selling car care products under the Black Magic®, Blue Coral®, Fast Orange®, Fix-A-Flat®, Genuine Innovations®, Gumout®, No Touch®, Permatex®, Rain-X®, Slime®, and Spray Nine® brands. This role partners closely with Customer Service, Sales and Finance to ensure clean receivables, minimize bad debt exposure and support monthly accounting close activities.
Credit Analyst Tricon EnergyCredit AnalystHouston, TXKey Responsibilities: Manage credit related activities for assigned products/regions Assess and evaluate current and new business opportunities Provide support to senior management in risk assessment and decision makingLiaise with Traders, Customers, and Banks to discuss credit matters and resolve issues Analyze customer financial statements to authorize or recommend credit limits Request and review third party credit reports and credit references Visit customers to assess credit worthiness Monitor exposure, release orders and manage collections of their own portfolio Prepare and review reports to monitor exposuresUphold internal credit policies and procedures. Highly analytical and able to problem solve Strong communication and presentation skills Detail oriented Comfortable being assertive and making tough decisions Thrives in a fast paced environment Strong technical proficiency in Excel Familiarity with business intelligence tools and ERP systems (JD Edwards, Oracle BI, is a plus).
Credit & Collections Analyst Illinois Tool Works IncCredit & Collections AnalystHouston, TXITW Global Brands (ITWGB) specializes in servicing the Auto Aftermarket, selling car care products under the Black Magic, Blue Coral, Fast Orange, Fix-A-Flat, Genuine Innovations, Gumout, No Touch, Permatex, Rain-X, Slime, and Spray Nine brands. This role partners closely with Customer Service, Sales and Finance to ensure clean receivables, minimize bad debt exposure and support monthly accounting close activities.
Credit Analyst BrayCredit AnalystHouston, TexasThe position is responsible for processing new credit applications, reviewing and setting credit limits and terms, setting up new customers, and assessing credit risks and collection issues. Demonstrate the ability to grasp and retain new concepts quickly, complete complex tasks thoroughly, and efficiently and be able to provide suggestions for improvement in processes where needed.
Credit Analyst Star Furniture CompanyCredit AnalystHouston, TXThe Credit Analyst works closely with the Sales, Accounting, Collections and Customer Care Teams, to ensure quality lending decisions while providing a high-level customer experience. About The Role: The Credit Analyst will be part of our Credit Team, playing a critical role in maintaining customer relationships while managing overall financial risk.
Credit Analyst Bray International, Inc.Credit AnalystHouston, TXFull timeThe position is responsible for processing new credit applications, reviewing and setting credit limits and terms, setting up new customers, and assessing credit risks and collection issues. Demonstrate the ability to grasp and retain new concepts quickly, complete complex tasks thoroughly, and efficiently and be able to provide suggestions for improvement in processes where needed.
SAP FSCM (Credit/Collections/Disputes) Consultant - Industrial Accenture PlcSAP FSCM (Credit/Collections/Disputes) Consultant - IndustrialHouston, TXThe Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future). Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world.
Credit Analyst Columbia Banking System, Inc.Credit AnalystPasadena, TX$27.75–$46.25 / hourAnalyzes financial data related to new and renewal commercial loan requests, including lines of credit, asset-based lines, equipment financing loans and/or commercial real estate loans. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Credit & Collections Specialist R.S. HughesCredit & Collections SpecialistCypress, TexasThis is a key position that performs credit reviews; maintains payment terms, credit limits, and credit holds in the ERP system; analyzes outstanding amounts due; reports on excess credit exposures; tracks payments; makes bank deposits; and maintains accurate recordkeeping in accordance with financial policies and procedures. This is a Full-Time position, eligible to participate in the Company’s benefit plans including: Paid Time off; major medical, dental, vision; Company paid short-term and long-term disability; paid parental leave; various supplemental benefit plans; and 12% Employee Stock Ownership Program (ESOP).
Credit & Collections Coordinator Vets HiredCredit & Collections CoordinatorHouston, TexasThis role prepares and reviews account documentation, manages customer accounts, processes invoices, monitors outstanding balances, and supports financial reporting activities. The Credit & Collections Coordinator is responsible for supporting accounts receivable, billing, credit management, collections, and financial record maintenance.
Sr. Credit Analyst - Power & Gas Shell plcSr. Credit Analyst - Power & GasHouston, TX$115,000–$173,000 / yearAccountabilities: Act as a primary day-to-day interface within the Global T&S Credit Risk organization with commercial, financial, legal, contract admin and treasury stakeholders with respect to the execution of the deals/trades in carrying out credit risk strategies for assigned portfolio within the Americas Trading Portfolio. Primary responsibility will be supporting the Americas Region focusing on credit risk management and trade credit approval, contract negotiations (NAESB, EEI, ISDA, PPA), portfolio credit management, customer interfacing and stakeholder management.
Member Services Clerk - (Credit Union) Nesco Resource, LLCMember Services Clerk - (Credit Union)Sugar Land, TX$21 / hourCapable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. • Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.
Sr. Credit Analyst Texas First Bank . InsuranceSr. Credit AnalystHouston, TXSupports the commercial lending team through financial and credit analysis and underwriting processes by gathering, analyzing, and interpreting all types of credit information on existing and prospective clients and portfolios. Supports the analytical processes involved in determining board reporting; regulatory reporting; credit portfolio stress testing; internal and external loan review; and financial auditing.
Commercial Credit Analyst Fifth Third BankCommercial Credit AnalystHouston, TexasPrepare succinct credit approval memos with minimal errors, including company and industry descriptions, key credit risks, historical analysis, base and downside case projection assumptions/rationale and terms and conditions. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Senior Credit Analyst Stellantis Financial Services USSenior Credit AnalystHouston, TXStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Ability to calculate figures and amounts relative to discounts, interest, commissions, proportions, percentages, volume, installment contracts, and interpret paycheck information.
Sr. Credit Analyst Texas First BankSr. Credit AnalystHouston, TXPosition Overview: Supports the commercial lending team through financial and credit analysis and underwriting processes by gathering, analyzing, and interpreting all types of credit information on existing and prospective clients and portfolios. Supports the analytical processes involved in determining board reporting; regulatory reporting; credit portfolio stress testing; internal and external loan review; and financial auditing.
Credit Officer II South State BankCredit Officer IIHouston, TXThis position is expected to perform the duties, tasks, and responsibilities as outlined below: Read, analyze and synthesize large amounts of information (e.g., spreads, credit memorandums, financial statements, audits, loan documents, leases, appraisal and environmental reports, etc.); Perform relevant underwriting calculations and financial statement ratios; Know and stay abreast of economic conditions; Determine appropriate loan amounts and credit limits; Coordinate approvals with Relationship Managers; Supervise underwriters to verify correct completion of duties; Approving credits within nCino and maintaining accurate credit files; Follow strict confidentially procedures; Ensure risk ratings are appropriately assigned during the new loan/renewal approval process; Perform duties within established service level agreements (i.e., SLAs); Coach, mentor and develop staff (i.e., Portfolio Managers). The Credit Officer II analyzes loan requests, renewals and modifications (prepared jointly by Credit Analysts, Portfolio Managers, and Relationship Managers) to determine the likelihood of repayment, ensure that loan terms, structure, covenants and conditions are appropriate, arrive at a final approve/decline decision, and assign an appropriate risk rating.