Portfolio Manager – Commercial Lending & Credit

Cornerstone Capital Bank; Princeton (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Full benefits package

Performance-based bonus

Job summary

A Texas-based financial services company is seeking a Portfolio Manager responsible for overseeing the credit quality of commercial and consumer loans. The ideal candidate will have 3-7 years of experience in commercial credit analysis or portfolio management, a bachelor's degree in a related field, and expertise in financial analysis software. This role offers a competitive salary and a full benefits package, and you will play a key part in managing loan relationships and compliance.

Qualifications

• 3-7+ years of experience in commercial credit analysis or portfolio management.
• Bachelor's degree in Finance, Accounting, Business, or Economics required.
• Thorough knowledge of commercial lending and underwriting.

Responsibilities

• Analyze financial statements to evaluate creditworthiness.
• Monitor portfolio performance and compliance with bank policies.
• Develop mitigation strategies for potential problem loans.

Skills

Commercial credit analysis

Financial analysis software

Customer service skills

Analytical skills

Communication skills

Education

Bachelor's degree in Finance

Formal credit training

Tools

SageWorks

Moody's Analytics

Microsoft Excel

Job description

A Texas-based financial services company is seeking a Portfolio Manager responsible for overseeing the credit quality of commercial and consumer loans. The ideal candidate will have 3-7 years of experience in commercial credit analysis or portfolio management, a bachelor's degree in a related field, and expertise in financial analysis software. This role offers a competitive salary and a full benefits package, and you will play a key part in managing loan relationships and compliance.