Jobs · Finance · Texas

Commercial Banking Portfolio Manager

Commerce Bank · Dallas, TX · 2 mo ago
On-siteFinance$131k–$206k/yrFull-time

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself because our number one investment is you.

About the role

The main purpose of this job is to manage and service a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction.

Responsibilities

  • Serve as the primary advisor for commercial relationships, while ensuring a high level of customer satisfaction and retention
  • Evaluate customer service requests for existing relationships, including loan renewals and modifications
  • Assist the Regional Managers on credit requests, including: general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk
  • Prepare loan booking requirements, including: negotiating terms, the review of loan documentation and assisting in the closing process
  • Manage annual credit review schedule for team of Relationship Managers
  • Prepare loan presentations and credit reviews as necessary
  • Maintain loan reporting, including: past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
  • Assist respective Regional Managers in the credit management of all watch list credits
  • Ensure compliance with all Bank policies, procedures, regulations, and laws
  • Perform other duties as assigned

Requirements

  • Strong knowledge of commercial banking field
  • Strong knowledge of commercial products, credit policies, procedures and terminology
  • Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
  • Excellent analytical and problem-solving skills
  • Excellent presentation skills
  • Strong decision making skills
  • Ability to use a high degree of critical thinking skills in managing a large portfolio of diverse and complex commercial relationships
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate proficiency with Microsoft Word, Excel and Outlook

Qualifications

  • Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
  • 5+ years of commercial banking experience required

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. Commerce Bank will also review your motor vehicle driving record.

Pay

Annual Salary: $130,900.00 - $206,250.00 (based on relevant experience, skills, and competencies). This position is eligible for additional compensation through performance-based incentive plan(s). The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift).

Benefits

  • Employer-sponsored health, dental, and vision insurance
  • 401(k)
  • Life insurance
  • Paid vacation and paid personal time
  • Career development and education assistance
  • Voluntary supplemental benefits

Schedule

Full time

Location: 200 Crescent Court, Dallas, Texas 75201

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