Senior Portfolio Manager – Credit & Private Wealth

Texas Capital Bank; United States; On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a Senior Portfolio Manager within Credit Administration to lead underwriting for Private Wealth credit requests. You will collaborate with Analysts, Associates, and Relationship Managers to assess risk and identify cross-sell opportunities, with responsibility from opportunity through close.

We value strong writing and communication, hands-on credit leadership, and a track record of driving portfolio performance in a fast-paced bank environment.

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.
• Strong motivation, initiative and teamwork in a fast-paced environment.

Responsibilities

• Oversee credit-related responsibilities for Analysts and Associates, including financial statement spreading.
• Perform risk rating assessments and periodic relationship reviews.
• Partner with Relationship Managers in credit agreement review and negotiation.
• Own all credit approvals (new customers, modifications, renewals, increases, risk assessments).
• Identify key risks and mitigants for each credit request.
• Manage portfolio reviews and covenant compliance.
• Lead post-approval modifications to ensure accurate reporting of credit exposure.
• Maintain client management and day-to-day needs; direct client contact and Salesforce updates.

Skills

Clear communication

Interpersonal skills

Writing skills

Microsoft Office

Education

Bachelor’s degree in Finance, Accounting, Commercial Banking or equivalent

Tools

Microsoft Office (Outlook, Excel, PowerPoint)

Job description

Texas Capital Bank is seeking a Senior Portfolio Manager within Credit Administration to lead underwriting for Private Wealth credit requests. You will collaborate with Analysts, Associates, and Relationship Managers to assess risk and identify cross-sell opportunities, with responsibility from opportunity through close.

We value strong writing and communication, hands-on credit leadership, and a track record of driving portfolio performance in a fast-paced bank environment.