Credit Analyst/ Portfolio Manager
United Texas Bank
Brief Description The Portfolio Manager is responsible for the management of assigned Commercial Business accounts in the management of credit relationships. This role oversees the daily management, underwriting, and quality control of credit approvals, closings, and post-closing activities for existing and prospective loan relationships. To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Analyze financial information, including balance sheets, income statements, cash flow statements, and tax returns, to form an opinion of the creditworthiness of applicants based on sound risk-based examination of strengths and weaknesses. Determine appropriate risk ratings and make recommendations for approval/denial of loan requests. Prepare written credit memorandums for presentation and approval. Assist lending staff in the analysis, servicing, and reporting on commercial and real estate loans. Work with lending staff in the development of appropriate credit decisions, and prepare written reports documenting such decisions. Provide guidance to lending staff for the interpretation and application of lending policies, procedures, and regulatory guidelines. Provide analytical support directly to the Chief Credit Officer and Chief Executive Officer to identify and measure credit risk and emerging trends within the Bank’s loan portfolio. Assist with various credit risk management practices, including, but not limited to, portfolio stress testing, various management and board-level reporting, and regulatory reporting requirements. Understand and employ the Bank’s policies and procedures; make recommendations for enhancement. Actively assess credit goals and objectives to optimize utilization of human and financial resources to achieve the Bank’s corporate financial goals. Mentor to less experienced credit staff, including technical guidance, time management skills, lending policy interpretations, and critical decision-making skills. Update and maintain vendor reviews, and large customer exposures concentrations confirming that the appropriate committees have approved Obtain updated financial information and revisit existing large customers and program concentrations for re-approval on a consistent basis. Foster open dialogue and strong working relationships with internal and external customers to ensure customer satisfaction. Perform other related duties to benefit the mission of the organization. Requirements 3+ years’ experience in credit analysis, commercial loan underwriting, and/or commercial lending. Proficiency in the use of Windows, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint Ability to work under pressure and meet deadlines Team player that is highly motivated and goal-oriented Effective oral and written communication with clients, co-workers, and all levels of management Benefits As a full-time UTB employee, you’ll enjoy an array of benefits, including a generous Paid Time Off allowance available for use during your first year, along with a great paid holiday schedule. We also offer our employees a selection of other benefits, including: Medical Dental Vision Health Reimbursement Arrangement (HRA) Flexible Spending Account (FSA) Health Savings Account (HSA) 401(k) with Employer Match Life Insurance – Employer Provided Supplemental Life - Voluntary Short-term Disability Long-term Disability Prescription Discount Discount Legal Services ID Theft Protection Services Pet Insurance UTB is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr United Texas Bank
- ...bringing passion and customer focus to the business. Financial Analysts are responsible for conducting research, providing analysis,... ...as budgeting, forecasting, trend analysis, pricing, capital management, acquisition/divestiture scenario modeling, financing alternatives...Suggested
- ...Opportunity Employer. POSITION PURPOSE Responsible for analyzing credit and financial reports to determine risk involved in loaning... ...Commercial Lenders after completion of the two-year Credit Analyst program POSITION LOCATION: Open to relocation within the...SuggestedFull timeWork at officeRelocation
$25 - $35 per hour
...East West Bank is currently accepting resumes for a Credit Analyst role on the Texas Commercial Banking team to support the C... ...covenant monitoring, financial analysis, underwriting and portfolio management of commercial banking relationships. The position will work...SuggestedFull timeInternshipWork at officeAfternoon shift- ...offered by applicants to secure credit, ensuring its adequacy and... ...maintenance, and retention of client portfolios. MINIMUM POSITION... ...year experience in a financial analyst or credit analyst role with a... ...property of Tolleson Wealth Management and that Tolleson Wealth Management...Suggested
$75.41k - $100.55k
...9,000 employees. What You'll Be Doing Manage the day-to-day collections process for assigned portfolio(s) to ensure timely and efficient recovery of outstanding... ...and responding to requests received through the Credit Department call line and shared email inboxes....SuggestedTemporary workWork at officeFlexible hours$95k
...Job Description Job Description Sr. Credit Analyst – To $95K – Dallas, TX – Job # 3729 Who We Are: The Symicor Group is a boutique... ...factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment....Work at office- ...Senior Credit Analyst Location: Irving, TX, US, 75039 Group: Finance Division: Finance Shared Services It's what's inside that counts... ...skills including excel/word/Microsoft office with experience managing credit in SAP or other related ERP system ~ Ability to work...Work at officeLocal areaImmediate start
- ...Credit Analyst, Powersports Job Category: Kaw Motor Retail Finance Requisition Number: CREDI002339 Posted: April 21, 2026 Full-... ...information when necessary. Collaborate with the Underwriting Manager to set up the business and ensure adherence to regulatory...Full timeWork at office
$81.9k - $109.2k
...Description Responsible for providing credit analysis and portfolio support for agricultural and... ...portfolio. Supports Relationship Managers and Credit Officers by preparing financial... ...related experience Agricultural Credit Analyst 4 Bachelor’s degree, or equivalent...Temporary workWork experience placementSeasonal workLocal areaRemote work3 days per week- ...Auto Loan Analyst We are seeking an experienced Auto Loan Analyst in our Fort Lauderdale... ...compliance with regulatory standards, managing risk, and driving operational excellence. The ideal candidate will have strong credit skills and a proven ability to underwrite...Contract workWork at office
$28.85 per hour
...Credit Analyst CRE Location : Location US-TX-Dallas Location/Org Data : Name... ...Relationship Officer and Relationship Manager, Director and Division Manager of the Commercial... ...and Directors to ensure that all portfolio management responsibilities are well documented...Full timeWork at office- ...Credit Analyst, Powersports Job Category: Kaw Motor Retail Finance Requisition Number: CREDI002339 Posted: April 21, 2026 Full-... ...information when necessary. Collaborate with the Underwriting Manager to set up the business and ensure adherence to regulatory...Full timeWork at office
$20 - $22 per hour
...Description # Home # Search Jobs # Job Description Credit Verification Analyst Contract: Irving, Texas, US Salary Range: 20.00 - 22.00 | Per Hour Job Code: 369530 End Date: 2026-06-19 Days Left: 6 days, 4 hours left Apply...Hourly payContract workTemporary workShift work$61.2k - $91.8k
...empowered to do your best work. Job Summary The Credit & Collections Analyst is responsible for portfolio-level ownership of the end-to-end Billing-to-Cash... ..., pricing, usage, and internal controls. ~ Manage accounts receivable and credit control activities,...Permanent employmentFull timeContract workWork at office- A financial institution in Texas is seeking a Portfolio Manager to oversee commercial business accounts and manage credit relationships. The ideal candidate must have over 3 years of experience in credit analysis and commercial lending. Responsibilities include analyzing...
- ...Responsible for verifying accuracy of financial statements, analyzing credit and financial reports to ensure all documents comply.... ...strong interpersonal, verbal, and written communication, time-management, and organizational skills. Must be able to work in a team environment...Work at officeMonday to Friday
- ...divh2Residential Whole Loan Credit Analyst, Vice President/h2pJob Category: Investments/ppFull-Time/ppHybrid/ppAnnaly Dallas Office Irving... ...(Vice President), Residential Credit/h3pAnnaly Capital Management, Inc. (Annaly or, together with its wholly-owned subsidiaries...Work at officeLocal area
$80k - $114k
...Credit Monitoring Analyst III The Credit Monitoring Analyst III supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial information, testing of financial covenants, and post-...Temporary workWork at officeLocal areaRemote workFlexible hours$98.18k - $115.5k
Spokane, Washington Job Description Responsibilities: Underwrite all types of credit account exposure. Manage an assigned credit portfolio. Successfully close new business relationships and expand existing relationships. Manage credit risk and respond to prospect or...Temporary workWork experience placementLocal area- A leading financial institution in Dallas seeks a Commercial Portfolio Manager to support commercial loans and deposits while ensuring prudent credit risk management. The role involves conducting advanced financial analysis, managing complex relationships, and supporting...
- Delphi Technologies is seeking a CRE Commercial Loan Officer in Dallas, Texas to originate and manage a portfolio of commercial real estate loans. The ideal candidate will possess 12+ years of experience in CRE lending and a strong understanding of Texas markets. This...
- ...partners businesses run better. Position Summary The Credit Department of TBKBank, SSB seeks a Commercial Credit Analyst I whose responsibilities include: (i)... ...assist TBK Bank in assessing the quality of the loan portfolio. ESSENTIAL DUTIES & RESPONSIBILITIES Utilize bank...Work at office
- Affinius Capital in Dallas is seeking a Senior Analyst -or- Associate for its Credit Investing team. This individual will evaluate and underwrite commercial real estate credit opportunities, prepare investment memoranda, and coordinate due diligence processes. A bachelor...
$61.2k - $91.8k
A major data center provider in Dallas seeks a Finance professional to manage credit approval and collections activities. The role involves overseeing accounts receivable analysis, developing credit policies, and engaging with customers to resolve issues. Candidates should...$95k
A boutique talent acquisition firm is seeking a Sr. Credit Analyst in Dallas, TX. The role involves analyzing complex financial statements, preparing credit analyses, and presenting findings to loan committees. The ideal candidate will have a Bachelor’s degree and at least...- Job Description: Credit Analyst (Commercial Banking) Position Summary The Credit Analyst supports... ...& Development C&I lending Manage multiple deals simultaneously at varying... ...Analyst I / II Senior Credit Analyst Portfolio Manager (client-facing exposure) Opportunity...Work at officeRemote work
- The Credit Analyst supports the commercial lending staff by analyzing financial statements, preparing commercial loan packages and providing other assistance as needed and providing additional support to the commercial lending staff. The individual prepares materials for...Work at office
- Veterans are encouraged to apply The Credit Analyst reviews the creditworthiness of individuals or businesses to determine the risk involved... ...analyzing a business’s financial data including quality of management, income growth, and market shares. Resolves customer...Work at office
$95k
A boutique talent acquisition firm is seeking a Sr. Credit Analyst to join their team in Dallas, TX. This role involves analyzing financial statements to assess creditworthiness, preparing credit presentations, and ensuring compliance with lending regulations. Candidates...$61.2k - $91.8k
Job Summary Manages the activities of credit approval and credit collection. Develops, implements and maintains systems, procedures, and policies. Recommends credit limits and handles special credit arrangements and problem collection accounts. Oversees analysis of accounts...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Credit Analyst/ Portfolio Manager. Be the first to apply!
- credit analyst Dallas, TX
- commercial credit analyst Dallas, TX
- credit manager Dallas, TX
- portfolio manager Dallas, TX
- equity fund manager Dallas, TX
- senior portfolio manager Dallas, TX
- equity portfolio manager Dallas, TX
- fund accounting manager Dallas, TX
- funding manager Dallas, TX
- fixed income portfolio manager Dallas, TX



