CareerPlan

Sr Commercial Portfolio Manager - Equipment Finance

Houston, TX, USFull-time$70k–$161k2026-10-06 → 2026-11-12
On-site · United States

Core

Analyzes and monitors credit worthiness of assigned customers/accounts, recommends/approves credit, and analyzes financial statements to determine financing eligibility for equipment finance loans.

Role type

Senior Commercial Credit Underwriter

Builds

Equipment finance loan portfolios

Domain

Commercial Banking / Equipment Finance

Required skills

Commercial credit underwriting, Financial statement analysis, Cash flow analysis, Collateral analysis, Credit report analysis, KYC data gathering, Delinquency monitoring, Credit narrative writing

Preferred skills

Commercial credit structuring, Microsoft Excel proficiency, Professional networking

Responsibilities

Underwrite high quality credit narratives for new and existing loans, Analyze financial statements and tax returns using Moody's software, Research industry trends and risks, Perform collateral analysis including accounts receivable, inventory, real estate and investments, Monitor delinquency trends and repossession activity, Provide leadership and guidance to less experienced analysts, Lead special projects

Seniority

Senior, hands-on IC with mentorship responsibilities