Portfolio Manager, Commercial Banking - Dallas, Tx

CIBC Capital Markets

Dallas, TX, US
Base: $115,000.00 - $125,000.00; bonus/equity: eli...
Fully remote
Commercial middle market banking experience
Credit underwriting and risk management
Financial statement analysis and valuation
The primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met while supporting the Commercial Team workflow

Job Summary

  • The primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met while supporting the Commercial Team workflow.
  • The role requires acting as the client's primary advocate for portfolio issues, renewals, and new requests while maintaining active engagement through periodic calls and visits.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, disability plans, and a discretionary bonus component.

Matching Summary

The primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met while supporting the Commercial Team workflow.

Salary

Base: $115,000.00 - $125,000.00; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Commercial Middle Market Banking experience
  • Credit underwriting and risk management
  • Financial statement analysis and valuation
  • Loan structuring and business development
  • Client relationship management skills

Nice-to-have

  • Active participation in industry events
  • Completion of Commercial Banking Training Program
  • Strong mentorship and team training abilities
  • Proactive cross-sell consultation with RMs

Key Requirements

  • Minimum 10 years of Commercial Banking experience
  • Degree or diploma in Business, Finance, Accounting, or related field
  • Formal credit training and loan structuring experience
  • Legal eligibility to work in the United States

Work Rights

Must be legally eligible to work in the US

Tailored Resume

Cover Letter