Position: Specialty Asset Portfolio Manager Minerals | Division: Wealth Mgmt Services|

WorkDays:Monday - Friday| Hours of Operation:8:00am - 5:00pm

Why Broadway Bank:

We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending.

Purpose of the Position;

The Specialty Asset Portfolio Manager - Minerals willwork in close coordination with the Senior Asset Portfolio Manager to managethe portfolio of minerals held in fiduciary accounts in Wealth Management.

Key Accountabilities:

• Ensuring efficient and prudent management of the portfolio of mineral assets by the following:
  • Document analysis and confirmation of mineral asset ownership.
  • Negotiation of agreements that provide for the development and exploitation of minerals.
  • Monitors compliance with mineral lease provisions to maximize income for clients.
  • Analysis/verification of Division of Interest (working and royalty)
  • Audit of Working/Royalty Interest payments of oil, gas and product sales, including market value and volumes.
  • Identify and cure title defects.
  • Verification of accuracy of conveyance documents.
  • Assemble data and interface with ad valorem tax vendor.
  • Assist as necessary in the timely recording of revenue receipts.
  • Analysis of revenue and expenses for working interests to determine suitability of investment.
• Responsible for growth of portfolio of mineral assets by assisting the Senior Specialty Asset Portfolio Manager - Minerals to:
  • Execute strategies to identify and target newprofitable mineral management opportunities.
  • Work with internal partners to ensure a coordinated and consistent marketing message reaches targeted prospects.
  • Cultivate relationships with referral sources such as attorney and CPAs.
  • Maintain sales pipelines using CRM to document qualification/progress of opportunities.
  • Educate internal partners on mineral management capabilities to drive referrals.
• Building client loyalty and driving profitable growth by applying client relationship management principals including:
  • Together or in close coordination with the Senior Specialty Asset Portfolio Manager - Minerals and account Advisor, meeting regularly with clients to review mineral asset development, income, and lease compliance.
  • Preparing meaningful reports for client use and education on mineral assets and their revenue or potential revenue.
  • Demonstrating strong communication skills and effectively establishing rapport and credibility with clients.
• Current knowledge of local and regional developments and major economic issues in connection with oil and gas/mineral industry.
• Maintain knowledge of the Property and Estates Codes as applicable.
• Support the Specialty Services team and Wealth Management LOB by:
  • Preparing various management reports and client presentations
  • Analyzing current technology opportunities and providing recommendations to management concerning their implementation.
  • Mentorship of other junior mineral department employees in the development of mineral management and related technology skills.
• Assumes additional responsibilities as directed.

Work Experience Requirements:

• 2 years in-house and field experience as a practicingLand Professional which includes management of mineral/working interest, oiland gas lease negotiation, performance of title research, curing title defects,and working knowledge of Trust and Probate Documents or applicable advanced degree.
• 5 Years Mineral experience preferred.
• Excellent verbal and written communication skills

Education Requirements:

• 4-year College Degree
• Registered Professional Landman or CertifiedProfessional Landman professional designation preferred.
• Personal computerproficiency with Microsoft Word, Excel and land management software.
• Microsoft Office Suite,MineralSoft, DrillingInfo and Fi-Tek TrustPortal preferred.

We're a culture that offers resources to benefit youroverall health and well-being:

• Employee Impact Groups
• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is notdesigned to be a comprehensive listing of duties, responsibilities, oractivities that are required for this job. Duties, responsibilities, andactivities may change at any time with or without notice.

Broadway Bankis proud to be an Equal Opportunity and Affirmative Action Employer. BroadwayBank is a drug-free and tobacco-free workplace, with a nicotine-free hiringpolicy. All qualified applicants will receive considerationfor employment without regard to race, color, ethnicity, religion, sex, sexualorientation, gender identity, national origin, disability, protected veteranstatus, genetic data or other legally protected status.
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