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Portfolio Manager

ThinkingAhead Executive Search

Portfolio Manager – Commercial & Consumer Lending | Dallas-Uptown

Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas

Are you a relationship-driven lending professional who thrives behind the scenes making deals happen?

Our client — a regional community bank recognized as a "Best Place to Work" for over a decade — is seeking a Portfolio Manager to join their growing Dallas-Uptown team. This is a career-building opportunity to work alongside top-producing Loan Officers, sharpen your credit and analytical skills, and become a trusted advisor to commercial and consumer banking clients.

Why You'll Want This Role

\- Work with the best – Support high-performing Loan Officers and gain hands-on exposure to complex commercial and consumer credit deals.
\- Grow, don't just work – Join a true learning organization with mentorship, personal growth planning, and a clear runway toward Loan Officer or leadership tracks.
\- Culture that walks the talk – A workplace consistently recognized for employee satisfaction, community involvement, and putting people first.
\- Real ownership – Employee Stock Ownership Program and 401(k) match up to 6%, so your work builds your own equity too.
\- Make an impact locally – Build your book of business through relationship banking and community engagement in the thriving Dallas-Uptown market.

What You'll Do
  • Serve as a key point of contact for commercial and consumer loan clients, ensuring an exceptional customer experience from application to close.
  • Partner closely with Loan Officers on financial analysis, underwriting support, loan documentation, and covenant monitoring.
  • Identify cross-sell opportunities and deepen client relationships across the full suite of banking products.
  • Help drive business development through community involvement and relationship building.
  • Maintain portfolio quality by managing delinquency and collections within bank guidelines.
What You Bring
  • Bachelor's degree in Business, Finance, or equivalent experience.
  • 2+ years in financial services; consumer or commercial lending background preferred.
  • Sharp analytical instincts, sound judgment, and a proactive, project-ownership mindset.
  • Polished communication skills and a professional presence — you're the face of the bank to your clients.
  • A dependable, detail-oriented approach to documentation, compliance, and deadlines.
Ready to Take the Next Step?

This is a confidential search conducted on behalf of our client. If you're a lending professional ready to grow your career with a company that genuinely invests in its people, we want to hear from you.

Vacancy posted 1 day ago
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