Texas Capital Bancshares

2 weeks ago

Portfolio Manager - Middle Market

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Own the underwriting process for Middle Market credit requests, evaluating risk and driving deals from opportunity to close with limited oversight. Lead oversight of analysts and associates, assess risk ratings, review relationships, and manage portfolio quality, covenant compliance, and reporting analytics. Partner with Relationship Managers and the Special Assets Group as needed, identify cross-sell opportunities, and provide direct client support through meetings and site visits.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Own the underwriting process for all Middle Market credit requests and drive deals from opportunity to close.
•Oversee credit-related work for analysts and associates, including financial statement spreading and underwriting model validation.
•Conduct risk rating assessment and periodic relationship reviews, including ownership of credit approvals and policy exceptions.
•Monitor portfolio quality against established criteria and recommend adjustments to credit facilities; manage portfolio reviews and covenant compliance.
•Provide client management and direct client contact, lead portfolio reporting/analytics, and identify cross-sell opportunities.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysRetirement Savings

Key Requirements

•Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent/relevant program.
•5+ years’ experience in Commercial or Corporate Banking with formal Credit training.
•Exceptional writing, interpersonal, and communication skills.
•Strong Microsoft Office skills (Outlook, Excel, PowerPoint) to produce reports, memos, and presentations.
•Proven leadership skills, with motivation/initiative and ability to work in a fast-paced, collaborative environment.

Experience:5+ yearsCommercial bankingCorporate bankingCredit underwriting

Education:Bachelor's in Finance, Accounting, Commercial Banking

Skills:CommunicationInterpersonal skillsAttention to detailLeadershipCollaboration

Tech Stack:Microsoft OfficeOutlookExcelPowerPointSalesforce

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

Loading job details...

Preparing the role view and application actions.

Texas Capital Bancshares

2 weeks ago

Portfolio Manager - Middle Market

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Own the underwriting process for all Middle Market credit requests and drive deals from opportunity to close.
•Oversee credit-related work for analysts and associates, including financial statement spreading and underwriting model validation.
•Conduct risk rating assessment and periodic relationship reviews, including ownership of credit approvals and policy exceptions.
•Monitor portfolio quality against established criteria and recommend adjustments to credit facilities; manage portfolio reviews and covenant compliance.
•Provide client management and direct client contact, lead portfolio reporting/analytics, and identify cross-sell opportunities.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysRetirement Savings

Key Requirements

•Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent/relevant program.
•5+ years’ experience in Commercial or Corporate Banking with formal Credit training.
•Exceptional writing, interpersonal, and communication skills.
•Strong Microsoft Office skills (Outlook, Excel, PowerPoint) to produce reports, memos, and presentations.
•Proven leadership skills, with motivation/initiative and ability to work in a fast-paced, collaborative environment.

Experience:5+ yearsCommercial bankingCorporate bankingCredit underwriting

Education:Bachelor's in Finance, Accounting, Commercial Banking

Skills:CommunicationInterpersonal skillsAttention to detailLeadershipCollaboration

Tech Stack:Microsoft OfficeOutlookExcelPowerPointSalesforce

Company Brief

Texas Capital Bancshares

Industry: Banking

Website