Job Description
Job Title: Commercial Loan Portfolio Manager
Industry: Financial Services
Location (city, state): Fort Worth, TX
Assignment Type: Full-time, Direct Hire
Pay: $85,000 to $95,000 annually
Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM | Hybrid schedule with Tuesday through Thursday onsite and Monday/Friday remote.
Benefits: This position is eligible for Medical, dental, vision, 401(k) with match and profit sharing, HSA/FSA, disability coverage, and PTO
About The Company
Our client is a well-established, employee-owned financial services organization known for its integrity, personalized service, and client-focused approach. The company provides comprehensive financial planning, investment, and protection solutions, combining the stability of an established firm with a relationship-driven culture centered on accountability, collaboration, and ethical business practices.
Job Description
Our client is seeking an experienced Commercial Loan Portfolio Manager to oversee an assigned commercial loan portfolio and support ongoing credit administration. This position is primarily focused on portfolio oversight, financial analysis, credit risk management, and lender partnership rather than new business development. The ideal candidate will have strong commercial lending and credit experience, sound financial analysis skills, and the ability to evaluate borrower performance, identify emerging risks, and communicate credit recommendations effectively.
Key Responsibilities
Manage and monitor an assigned portfolio of commercial loans while maintaining strong credit quality and accurate risk ratings
Analyze borrower financial statements and complete periodic credit reviews
Monitor loan covenants, financial reporting, documentation, and portfolio performance
Identify and escalate emerging credit concerns, including criticized and underperforming loans
Partner with lenders on renewals, modifications, extensions, loan structures, terms, and covenant requirements
Prepare annual reviews, credit memoranda, and portfolio monitoring documentation
Support the management and remediation of problem credits, including restructures and enhanced monitoring
Maintain professional relationships with borrowers and communicate credit requirements and concerns effectively
Collaborate with lenders, credit analysts, Loan Operations, Compliance, and senior management
Support credit analysts with underwriting, financial analysis, and portfolio management best practices
Recommend improvements to portfolio monitoring, reporting, documentation, and credit administration processes
Qualifications
Bachelor's degree in Finance, Accounting, Business, or related field
5+ years of commercial lending, credit analysis, or loan portfolio management experience
Commercial loan underwriting and credit monitoring experience
Strong financial statement analysis and commercial credit risk assessment skills
Knowledge of loan documentation, covenants, and portfolio risk management
Experience with C&I, commercial real estate, and/or professional practice lending preferred
Strong analytical, communication, and relationship management skills
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.