Commercial Real Estate Portfolio Manager I PRO CRE

Commercial Real Estate Portfolio Manager I PRO CRE

Job Category: Commercial Lending Requisition Number: MARKE016972

Posted: May 18, 2026

Full-Time

On-site

Preston Rd, 2nd Fl Dallas, TX 75225, USA

Job Details

Location: Onsite at location listed

Summary

Provides analytical and monitoring support for large commercial real estate loans including an independent analysis of the creditworthiness of customers and prospects.

Essential Duties and Responsibilities

Portfolio Manager I PRO CRE will be responsible for preparing comprehensive credit analysis on commercial real estate loans. In addition, PM will be responsible for monitoring the real estate portfolio including, but not limited to, periodic review and analysis of financial information, local market dynamics and identification of negative trends, and preparation of covenant checks and annual reviews. PM should have a thorough understanding of various types of lending facilities as well as commercial real estate product types (i.e. retail, office, multi-family, industrial, senior housing, student housing, etc.).

Roles and Responsibilities - Commercial Loan Origination Processes

Prepare credit analysis including review/analysis of real estate specific and market information and financial statements for commercial real estate borrowers, guarantors and prospects. Real estate and market-specific analysis will include review, analysis and summary of leases, appraisals, construction budgets, proformas, etc. Financial statement analysis will include analysis and presentation of borrower and guarantor balance sheets, income statements, global real estate schedules, cash flows, financial ratios, trends and debt repayment capacity. PM is expected to use analytical tools to best suit the specific project/borrower and exercise sound judgement in determining appropriate depth and sources of analysis including conducting additional due diligence when deemed necessary. PM will exercise discretion and utilize their experience in determining the best approach to performing and presenting complex analysis in an effective, concise, and thorough manner. Analyze and prepare credit approval documentation in the Bank's approval system. Credit Approval Documentation includes loan terms, collateral, entering covenants, determining bank's credit exposure, and loan grade inputs. PM is responsible not only for accurate calculations and inputs, but also for thoughtful implementation of PRO CRE policies, procedures, guidelines and conventions. Monitor and manage assigned loan portfolio. This responsibility includes tracking covenants, recording financial statements, and monitoring company performance against expectations. Work with the Client Specialist to ensure systems of record are accurate for the loan portfolio; ensure management information is reported timely and accurately; obtain satisfactory loan reviews and ensure regular reviews of borrowers and real estate projects are performed. Participate in internal credit conversations with RM's, Credit Risk Managers and senior management and in external meetings with clients and prospects. Participate in special projects and assignments and perform other duties assigned. Demonstrate consistently high level of ownership in line of business and team initiatives, flexibility in responding to RM/senior management and client deadlines, extreme level of detail and follow-through, and independence within the framework of the role in assisting in achieving business goals All other duties as assigned

Education and/or Experience

Bachelor's degree (B.A.), preferably in Accounting, Finance or Business from four-year university Minimum 2+ years of related experience in the Financial Services, Banking Industry, Credit Analysis, Loan Review or similar background preferred Familiarity with financial instruments and the processes used to analyze financial data Good fundamental understanding of general bank operations and the lending process Strong computer skills required with the following programs: Access, Word, PowerPoint and Outlook and proficient skills with Excel Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, and significant business partners Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Microsoft Office Suite (including MS Excel and MS Word), facsimile machine, Copier, Scanner, Hewlett Packard 12 C Calculator (or equivalent), Financial Spreading Software

Certificates, Licenses, Registrations

None