• Portfolio Manager - Commercial Banking

    Job Location US-TX-Dallas-Corporate Headquarters
    Location: Address
    2000 McKinney Ave
    Commercial & Corporate Banking
  • Overview

    At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

    Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

    We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.


    • Responsible for maintaining certain key aspects of the client relationship, including but not limited to:
      • Reviewing monthly and quarterly financials
      • Monitoring loan renewals and the exception process
      • Prepare quarterly review memos on credits and identify any trends
      • Review borrowing bases and compliance certificates for accuracy
      • Attend client and credit meetings
      • Proactively look for ways to expand customer relationships and/or improve overall profitability
      • Work with the Relationship Associates and the appropriate Operations Teams to understand the account opening and closing/funding processes
      • Provide exceptional customer service to clients
      • Follow trends in industry and stays current with changes in lending practices
    • Participate in the credit approval process for new business opportunities, including gaining an immediate understanding of prospective customer’s financial performance, analyzing available collateral, and reviewing compliance with Bank credit policy.
    • Negotiation of loan documentation and coordination with syndications group as required.
    • Organize closing process of approved new business opportunities.
    • Recommend appropriate structure changes or account management strategies based on changes or in client business.
    • Within the assigned portfolio, provide a proactive assessment of credit grades.
    • Actively participates in research, preparation and execution of customer calls
    • Assist in the sales proposal process, including accompanying the lenders on customer and prospect calls and various other sales/customer oriented projects. Responsibilities will also include proactive business development when appropriate including networking activities with prospective clients.


    • Bachelor’s degree in finance, accounting or related field required
    • 4 - 6 years of commercial banking experience required, including prior experience in credit analysis and/or portfolio management
    • Formal Credit Training preferred
    • Must have excellent interpersonal and communication skills, both verbal and written, with ability to communicate with all levels of employees, management, and internal committees.
    • Must be proficient with organizational skills, ability to identify and solve problems or issues, and ability to manage multiple projects.
    • Proficient in Salesforce and MS Office products (Word, Excel, Power Point)


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