Senior Portfolio Leader, Middle Market

Texas Capital Bank; Austin, Northern (TX, KY); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Job summary

Texas Capital Bank in Austin is seeking a Senior Portfolio Manager for the Middle Market. You will own the underwriting process, partner with Analysts and Relationship Managers, and drive portfolio performance from opportunity to close with minimal oversight.

Responsibilities include monitoring portfolio quality, leading portfolio reviews, and ensuring covenant compliance. Strong communication and client management will be essential in day-to-day interactions and Salesforce-based reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent.
• 8+ years’ experience in Commercial or Corporate Banking with formal Credit training.
• Exceptional writing, interpersonal and communication skills.

Responsibilities

• Oversee credit-related responsibilities for Analysts and Associates including financial statement spreading.
• Own risk rating assessment and periodic relationship reviews.
• Lead credit approvals for new customers, modifications, renewals, and risk assessments.
• Identify key risks and mitigants for credit requests and ensure covenant compliance.
• Manage portfolio reviews and reporting on migration, past-dues, and maturities.
• Engage with Relationship Managers on credit agreement review and negotiation.

Skills

Credit analysis

Relationship management

Financial modeling

Underwriting

Communication

Education

Bachelor’s degree in Finance, Accounting, Commercial Banking

Tools

Salesforce

Job description

Texas Capital Bank in Austin is seeking a Senior Portfolio Manager for the Middle Market. You will own the underwriting process, partner with Analysts and Relationship Managers, and drive portfolio performance from opportunity to close with minimal oversight.

Responsibilities include monitoring portfolio quality, leading portfolio reviews, and ensuring covenant compliance. Strong communication and client management will be essential in day-to-day interactions and Salesforce-based reporting.