Senior Commercial Lending Portfolio Manager

MRINetwork; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

MRINetwork is seeking an experienced Commercial Loan Portfolio Manager to support the Commercial Lender in client interactions and portfolio oversight. You will maintain CRM/pipeline reporting, participate in meetings at client sites or bank offices, and help ensure efficient underwriting and timely credit decisions.

The role involves coordinating loan documentation, assisting with loan closings, portfolio monitoring, and participating in annual lender reviews.

Qualifications

• 5+ years of C&I and CRE loan underwriting and portfolio management experience.
• Bachelor’s degree in business or accounting or equivalent training and experience (preferred).
• Knowledge of commercial credit products, concepts, processes, and functions.
• Ability to analyze and interpret financial statements, business reports and legal documents.
• Strong math skills including ratios, percentages, interest and amortization.
• Good judgment and problem-solving skills.
• Knowledge of applicable federal/state banking regulations.

Responsibilities

• Participate with the Commercial Lender in meetings with the client or prospect at the customer's place of business or at the bank offices.
• Assist the Commercial Lender by maintaining CRM or Pipeline Reports and assist in sales management reporting.
• Attend internal sales meetings in support of business development activities.
• Support the Commercial Lender in client and prospect meetings.
• Assist the Commercial Lender to ensure timely information reaches the credit department for underwriting decisions.
• Assist in underwriting credit and developing credit structures in relation to risk.
• Coordinate with centralized Loan Documentation staff to request all required documentation for the loan.
• Assist in loan closings and monitoring the portfolio.
• Schedule, attend, and participate in the Lender Annual Review, including collateral valuations updates.
• Be actively involved in community activities to promote the bank and aid in business development.

Skills

C&I loan underwriting

Portfolio management

Credit analysis

Financial statement analysis

Problem solving

Good judgment

Education

Bachelor's degree in business or accounting

Tools

CRM systems

Job description

MRINetwork is seeking an experienced Commercial Loan Portfolio Manager to support the Commercial Lender in client interactions and portfolio oversight. You will maintain CRM/pipeline reporting, participate in meetings at client sites or bank offices, and help ensure efficient underwriting and timely credit decisions.

The role involves coordinating loan documentation, assisting with loan closings, portfolio monitoring, and participating in annual lender reviews.