Portfolio Manager
About The Position
Dallas Capital Bank, a division of MidFirst Bank, is seeking a Portfolio Manager to support commercial banking in the Dallas metroplex. The role prepares credit analyses for current and potential C&I, Middle Market, and Private borrowers and loan accounts; conducts industry research; and supports banking officers in granting credit. It also manages a robust pipeline and deadlines and monitors loan files to ensure financial information and documentation are adequate and current. The position is onsite at the bank’s Dallas location and involves occasional travel to customer locations. The work is primarily sedentary in a professional office environment, with changing priorities and regular deadline pressure.
Requirements
- Four-year college degree or equivalent.
- 3–5 years of commercial bank credit underwriting or portfolio management experience.
- Thorough knowledge and understanding of loan documentation and bank rules and regulations, BSA, KYC, CRA, and compliance.
- Demonstrated knowledge of intermediate accounting and its practical application in credit underwriting.
- Ability to think critically, formulate and support credit decisions, and logically defend positions.
- Ability to negotiate on behalf of the Bank and the borrower while balancing risk and shareholder value.
- Strong analytical skills, including the ability to read, understand, and explain complex information.
- Strong attention to detail, organizational, and time-management abilities.
- Superior verbal and written communication, presentation, and technical skills.
- Professionalism, commitment to the job, and flexibility as business dictates.
- Proficiency in Microsoft Office Suite and familiarity with software such as Moody’s.
- Ability to read, comprehend, and communicate complex information, including credit reports and required documents.
- Ability to think quickly and effectively when handling a difficult client or team member.
Nice To Haves
- Completion of a formal credit training program.
Responsibilities
- Prepare credit analyses for current and potential C&I, Middle Market, and Private borrowers and loan accounts.
- Conduct industry research and support banking officers in granting credit.
- Manage a robust pipeline and associated deadlines.
- Monitor loan files to ensure adequate and current financial information and documentation.
- Occasionally travel by automobile to customer locations.
Benefits
- Excellent compensation and benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
