Commercial Banking Portfolio Manager at Commerce Bank in Dallas, TX

Job Expectations:

About This Job

In partnership with a team of Relationships Managers, this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities.

Essential Functions

• Assist Regional Manager in customer prospect calling including customers

with active and new credit opportunities

• Serve as the primary advisor for commercial relationships, while ensuring a

high level of customer satisfaction and retention

• Assist the Team Leader on a semi-annual basis to assure the cross selling of

appropriate products and services

• Evaluate customer service requests for existing relationships, including loan

renewals and modifications

• Assist the Reginal 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: such things as past dues, documentation

and collateral exceptions, financial performance updates, portfolio profitability,

etc

• Assist respective Regional Mangers in the credit management of all watch list

credits

• Ensure compliance with all Bank policies, procedures, regulations, and laws

• Perform other duties as assigned

Work Schedule: Monday - Friday, 8:00am-5:00pm.

Knowledge, Skills, & Abilities Required

• Strong knowledge of commercial banking field

• Strong knowledge of commercial products, credit policies, procedures and

terminology

• 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

Education & Experience

• Bachelor’s degree in Business Administration or Finance, or equivalent

combination of education and experience required

• 5+ years of commercial banking experience required