Portfolio Manager

ThinkingAhead; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan

401(k) match

Job summary

ThinkingAhead seeks a Portfolio Manager to support commercial and consumer lending in Dallas-Uptown. You will work alongside top loan officers, sharpen credit and analytical skills, and become a trusted advisor to lending clients.

With a culture that values mentorship and community involvement, this role offers growth toward leadership and equity through the ESOP and 401(k) match, while building a local book of business in Dallas.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical mindset

Ownership mindset

Communication skills

Detail oriented

Relationship building

Education

Bachelor's degree in Business, Finance, or equivalent experience

Job description

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.