Senior Portfolio Manager

Description The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolios by monitoring performance, identifying trends, and escalating material changes. Partnering closely with Relationship Managers, the 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 and collaborates with Credit Analysts and other associates while providing guidance and mentoring to junior team members. Location On site at a Dallas location listed in the job posting. Responsibilities 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 or trends and alerts management to deterioration. Collaborates with the Relationship Manager to prioritize new credit requests, renewals, and reviews. Provides risk ratings and recommends appropriate credit structure. Identifies policy exceptions. Prepares approval, commitment, and proposal documents, participating in the documentation process including identification of covenants and other key provisions. Participates in customer meetings to discuss alternative credit structures and to clarify any questions, also interacting with clients during due diligence and finalizing credit packages. Serves as a secondary customer contact to the Relationship Manager. Supervisory Responsibilities No supervisory responsibilities. Qualifications Bachelor’s degree in business, finance, accounting, or equivalent work experience. 8+ years of commercial credit or lending experience required; 10+ preferred. Strong analytical abilities and credit underwriting skills. Goal‑oriented with the 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). Benefits Medical coverage with wellness incentives, dental, and vision. HSA with company match. Maternity and parental leave. Tuition reimbursement. Mentor program. 401(k) with 6% match. Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ( notice from the Department of Labor. #J-18808-Ljbffr