Senior Portfolio Manager – Private Wealth Credit

Texas-Capital-Bank; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship Managers to assess risks and drive opportunities from initial review to close with minimal oversight.

Responsibilities include monitoring portfolio quality, recommending adjustments to facilities, and ensuring best-in-class client service while coordinating with Credit and the Line of Business.

Qualifications

• Exceptional writing, interpersonal and communication skills.
• Strong teamwork and collaboration across the organization.
• Proven leadership and initiative in a fast-paced environment.

Responsibilities

• Oversee credit responsibilities for Analysts and Associates, incl. financial statement spreading.
• Lead credit approvals for new customers, modifications, renewals and risk assessments.
• Identify key risks and mitigants for each credit request and ensure covenant compliance.

Skills

Communication

Interpersonal skills

Leadership

Education

Bachelor’s degree in Finance/Accounting/Banking

Tools

Microsoft Office

Job description

Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship Managers to assess risks and drive opportunities from initial review to close with minimal oversight.

Responsibilities include monitoring portfolio quality, recommending adjustments to facilities, and ensuring best-in-class client service while coordinating with Credit and the Line of Business.