Portfolio Manager

Portfolio ManagerTulsa, OKThe Portfolio Manager is required to have extensive knowledge of commercial and consumer loan and deposit processes, policies and system. This position will have an extensive understanding of the loan approval process from initial request through approval and booking. The Portfolio Manager will work efficiently with lenders, staff, and loan ops to meet customer needs.Essential Duties and Responsibilities:Responsible for identifying and coordinating the approval process for new and renewed loans.Participate in preparations of loan approval forms by working with credit analyst and lenders.Maintain a good understanding of loan policies, pricing guidelines, collateral requirements, and risk ratings.Complete analytical research on loan portfolio include concentration, stress testing, and exceptions trendsParticipates in evaluating risk ratings and makes revision recommendationsServes as daily escalation resource to ensure client expectations are metCompletes ongoing portfolio review of past dues, exceptions, and maturing loan reportsMonitors, collects and tracks financial information on new and existing borrowersMonitor's construction loans, loan advances and pay downs; ensures funding of construction loan disbursements in accordance with bank policiesConducts independent analysis and assessment to resolve strategic issuesPrepare summary reports for Board and Management reviewOther duties as assignedEducation And/Or Experience:Bachelor's degree in accounting or financeMinimum of Five (5) years of Loan Assistant Experience with knowledge in Commercial and Consumer loansKnowledge/Skills/Abilities:Functional knowledge of Microsoft Office applications (Excel, Word, Powerpoint)Strong verbal and written communication skillsStrong analytical skills requiredDetail oriented and ability to work under pressure of deadlinesAll candidates will be required to complete a pre-employment background, credit, and drug screeningPhysical Requirements:Must be able to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently.Must be able to occasionally lift and/or move up to 25lbs.Specific vision abilities required by this job include close vision and the ability to adjust focus.Sitting for long periods of time.Working Conditions:The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.Regent Bank is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.