Senior Portfolio Manager

Senior Portfolio Manager

Location:

On site at a Dallas location listed in the job posting

Summary:

The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends, and escalating material changes. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals. The position provides ongoing analytical and credit oversight, including annual reviews, covenant compliance monitoring, and financial statement collection and analysis, to support the growth of a high-quality, profitable portfolio and long-term client relationships.

The Senior Portfolio Manager balances competing priorities while ensuring adherence to policy, risk appetite, and sound credit discipline. The role collaborates with Credit Analysts and other associates and provides guidance and mentoring to junior team members.

• Leads the underwriting and ongoing servicing of commercial loan portfolios for clients with annual revenues from over $30 million to $1 billion
• Proactively identifies credit weaknesses/trends and alerts management to deterioration
• Collaborates with RM to prioritize new credit requests, renewals, and reviews
• Provides risk ratings and recommends appropriate credit structure
• Identifies policy exceptions
• Prepares approval, commitment, proposal documents, and participates in documentation process including the identification of covenants and other key provisions
• Participates in customer meetings to discuss alternative credit structures and to clarify any questions; also interacts with clients during due diligence and finalizing credit package
• Serves as a secondary customer contact to the Relationship Manager

• Bachelor's degree in business, finance, accounting or equivalent work experience
• 8+ years commercial credit or lending experience required; 10+ preferred
• Strong analytical abilities, credit underwriting skills
• Goal oriented, ability to take initiative using strong problem‑solving skills
• Strong relationship building and interpersonal skills
• Excellent verbal and written communication skills
• Strong organizational skills
• Excellent computer proficiency (MS Office Word, Excel, PowerPoint, and Outlook)

Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More --