CareerPlan

Middle Market Team Lead

Dallas, TX, USFull-time2026-11-02 → 2026-11-10
Based in United States

Core

Oversees Relationship Managers, provides credit/underwriting review, approves over-limit credits, and solicits public debt issuance participations for investment-grade clients.

Role type

Middle Market Team Lead (Commercial Banking)

Builds

Commercial lending portfolio and public debt issuance participations

Domain

Commercial Banking / Credit & Underwriting

Required skills

Credit underwriting, risk assessment, sales process management, cross-selling, public debt issuance solicitation, performance management, regulatory compliance

Preferred skills

Investment grade credit analysis, public debt markets knowledge

Technologies

Microsoft Word, Microsoft Excel

Responsibilities

Manage sales process in geographic area, maintain primary relationship contact for customer portfolio, facilitate cross-selling of bank services, monitor customer performance and industry risks, provide performance feedback and develop team talent, ensure proper loan documentation and risk reporting

Seniority

Senior, supervisory IC