Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Portfolio Manager II

$93k - $120k

Busey Bank

Position Summary The Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank's relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors. Duties & Responsibilities * The Portfolio Manager will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including, completing various required actions, such as; Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing.

  • Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items.
  • Prepares call plans and relationship reviews for individual and joint calls to prospects, clients, COIs.
  • Identify and make referrals to other business lines and departments
  • Collaborates and communicates with internal/external clients regarding both sensitive and routine matters.
  • External networking and community involvement.
  • Make presentations on specific loans and participate in the bank's loan approval process
  • Offer approval recommendation based on credit structure fundamentals
  • Grow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.
  • Negotiate credit transactions.
  • Service existing customer relationships to maximize profitability.
Education & Experience Knowledge of: Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance Needs based sales and customer service skills Strong oral and written communication skills Requires knowledge of Microsoft Office Ability to: Gather pertinent information and make recommendations for considering new opportunities Stay abreast of industry, market trends and information Analyze and interpret numerical data Perform duties with frequent interruptions and time pressures in highly interruptive conditions Education and Training: Requires a 4-year college degree with an emphasis in Accounting or Finance. Requires 5 or more years of banking, finance or sales related experience. At least 3 years' experience in credit analysis or underwriting preferred. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $93,000 - $120,000/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #J-18808-Ljbffr Busey Bank

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Commercial Portfolio Manager II in Oklahoma City, OK vacancy
  • $93k - $120k

    Busey is looking for a Commercial Portfolio Manager in Oklahoma City to manage client relationships and uphold credit policies. Responsibilities include conducting financial analyses, interfacing with clients, preparing call plans, and negotiating credit transactions.... 
    Suggested

    Busey

    Oklahoma City, OK
    4 days ago
  • $93k - $120k

    Busey Bank is seeking a Commercial Portfolio Manager in Oklahoma City, OK. This role involves managing client relationships while conducting financial analyses and supporting loan decision processes. The ideal candidate has a strong understanding of credit fundamentals... 
    Suggested

    Busey Bank

    Oklahoma City, OK
    1 day ago
  •  ...Portfolio Manager - Commercial Lending This position is responsible for managing and monitoring a portfolio of commercial real estate loans. Primary job duties to include the following: Assist Account Officers in structuring loans and preparation of preliminary... 
    Suggested

    MidFirst Bank

    Oklahoma City, OK
    4 days ago
  • MidFirst Business Credit, Inc. in Oklahoma City is looking for a candidate to manage a portfolio of commercial real estate loans. Responsibilities include assisting in loan structuring, preparing underwriting, and monitoring borrower compliance. The ideal candidate will... 
    Suggested

    MidFirst Business Credit, Inc.

    Oklahoma City, OK
    21 hours ago
  • $27.35 per hour

     ...Lending department has an immediate opening for a Real Estate Closer II ! This is an exciting opportunity to join the largest and best...  ...Estate Closer II , you will be responsible for the following: Managing a personal pipeline of short term real estate loans from... 
    Suggested
    Hourly pay
    Temporary work
    Casual work
    Immediate start
    Monday to Friday

    Tinker Federal Credit Union

    Oklahoma City, OK
    4 days ago
  • $63.75k - $75k

     ...Job Title Portfolio Administration Manager Job Description Summary Responsible for managing a group of employees and monitoring all day...  ...improving upon deadlines Qualifications -4+ years of Commercial Real Estate Experience -Ability to understand,... 
    Minimum wage
    Flexible hours

    Cushman & Wakefield

    Oklahoma City, OK
    2 days ago
  • $50k

    Westlake Financial in Oklahoma City is seeking an Automotive Floorplan Portfolio Manager to manage a portfolio of automotive dealerships. This role requires developing sales strategies, maintaining client relationships, and ensuring high customer satisfaction. Ideal candidates... 
    Remote job

    Westlake Financial

    Oklahoma City, OK
    5 days ago
  • $125k - $208.3k

     ...helping clients across the spectrum of asset managers and financial institutions address...  ...credit questions? As a professional in our Portfolio Valuations practice, you'll work...  ...corporate, residential mortgage, credit card), commercial real estate (CRE) debt and assets,... 
    Visa sponsorship

    PowerToFly

    Oklahoma City, OK
    1 day ago
  • $73.8k - $218.8k

     ...transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with...  ...-specific challenges and regulations. You Are As a Portfolio Dispositioning Associate Manager, you will guide organizations... 
    Work experience placement
    Live in
    Work at office
    Local area
    Shift work

    Accenture

    Oklahoma City, OK
    5 days ago
  • $86.4k - $108k

     ...As an Account Manager II here at Honeywell, you will have a pivotal role in driving revenue growth in Honeywell Hospitality. Your responsibilities will include calling on new and existing Hospitality industry accounts, executing sales strategies, building strong customer... 
    Temporary work
    Work experience placement
    Flexible hours

    Honeywell

    Oklahoma City, OK
    2 days ago
  •  ...Personal Banker II Big things are happening in Edmond – and you could be right at the center of it! We're launching a brand-new branch, and this is your chance to jump in on day one, bring the energy, and help create something amazing. Picture this: a fresh space,... 
    Local area
    Flexible hours

    Gateway Mortgage Corporation

    Edmond, OK
    2 days ago
  • $115.28k - $196.13k

     ...Commercial Underwriting Manager We are Farmers – where ambition meets opportunity. At Farmers, we're not just known for unforgettable jingle – we're a team with a passion for purpose and making a real difference in people's lives. We deliver peace of mind when it matters... 
    Contract work
    Work at office
    Remote work
    Home office
    Flexible hours
    Shift work

    Farmers Inc

    Oklahoma City, OK
    2 days ago
  • $51.88k - $69.17k

     ...of AI‑ready connectivity, join us today. The Role The Account Manager II - Inside is responsible for growing revenue in the small to...  ...customer relationship, assessing product fit and expanding product portfolio. Responsible for updating relevant customer information -... 
    Work at office

    Lumen

    Oklahoma City, OK
    2 days ago
  • $61.8k - $85k

     ...values: trust each other, win together, strive for the best, own our actions, and grow and evolve. Job Description The Account Manager II is responsible for managing and selling Renaissance Learning's products and services, within assigned territory, and achievement... 
    For contractors
    Local area
    Remote work
    Worldwide
    Work visa
    Flexible hours

    Renaissance Services

    Oklahoma City, OK
    3 days ago
  • $61.8k - $85k

     ...Renaissance is seeking an Account Manager II responsible for managing sales of education technology products. The role involves driving new business, maintaining customer relationships, and possessing expertise in the K-12 education space. Successful candidates will demonstrate... 
    Remote work

    Renaissance Services

    Oklahoma City, OK
    4 days ago
  • $83.2k - $178.8k

    Private Banker II - Oklahoma City, OK The Private Banker II will source and maintain relationships with high‑net-worth clientele...  ...and deposit solutions. This role partners with wealth management, retail, commercial banking and other lines of business to provide... 
    Work at office
    Local area
    Flexible hours

    Hong Kong Study Skills Research Institute

    Oklahoma City, OK
    5 days ago
  • DeKalb Health is looking for a Finance Associate II to provide administrative support to the Finance department, focusing on Early...  ...Responsibilities include processing cash receipts, billing administration, and managing registrations. This position promotes community support through... 
    Work at office

    DeKalb Health

    Oklahoma City, OK
    5 days ago
  •  ...Purpose Manna operates an established drone delivery service in Europe and is expanding into the United States. We are hiring a Commercial Manager to prepare new U.S. markets for launch. In this role you are accountable for external engagement: securing permission to use... 
    Local area

    Manna Air Delivery

    Oklahoma City, OK
    5 days ago
  •  ...Company Description To provide an 18 month development opportunity for qualified High Potential ASM I employees. The Account Sales Manager II (WINGPERSON) function is to increase product sales and placement at all large & small format “off premise” stores. The primary... 
    Full time
    Traineeship
    Local area

    Red Bull

    Oklahoma City, OK
    7 hours ago
  • The Rogan Group, Inc. is seeking a Commercial Lines Account Manager in Oklahoma City. The ideal candidate will have over 5 years of commercial lines retail broker experience, strong client management skills, and the ability to market and service a Commercial Lines Book... 

    The Rogan Group, Inc.

    Oklahoma City, OK
    5 days ago
  • $70k - $80k

     ...Job Description Job Description Your Next Opportunity in Commercial Insurance Starts Here Partner with an Independent Insurance...  ...Hybrid | In-Office Oklahoma City, OK – Small to Mid-Accounts Manager | $70k–$80k | AMS360 preferred Tulsa, OK – Middle Market... 
    Work at office
    Remote work

    APR

    Oklahoma City, OK
    11 days ago
  • $70k - $90k

     ...Description Job Description: Title: Account Manager - Commercial Lines Fully Remote:  candidates in Central or Mountain Time Zones Supporting: Shared Services – provides temporary service support to IOA account teams and producers, focusing on account... 
    Temporary work
    For contractors
    Remote work

    Insurance Office of America

    Moore, OK
    5 days ago
  • $83.2k - $178.8k

    The Commercial Card Product Group manages payment solutions for the Bank’s clients, including small businesses and corporations. As the Commercial Card Product Manager , you will be a thought leader around the execution to expand and develop strategy to support UMB’s Commercial... 
    Local area
    Remote work
    Flexible hours

    UMB Bank

    Oklahoma City, OK
    1 day ago
  • $43k - $82.59k

     ...The UMB Registered Fund team , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund...  ...the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade detail exceptions... 
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    UMB Bank

    Oklahoma City, OK
    3 days ago
  • $25.5 - $36 per hour

    TD Bank Group (TD) is hiring a Retail Banker II Float in Hyannis, Massachusetts. This role involves acting as a customer liaison, delivering exceptional personal banking solutions, and contributing to business growth. Candidates should have at least 2 years of experience... 
    Hourly pay

    TD Bank Group (TD)

    Oklahoma City, OK
    5 days ago
  • Lumen is seeking an Account Manager II to grow revenue in small to medium-sized customer accounts. In this role, you will develop strong consultative relationships and maximize revenue within your assigned accounts. Ideal candidates will have a high school diploma with... 
    Work at office

    Lumen

    Oklahoma City, OK
    2 days ago
  •  ...leading insurance agency in Oklahoma City seeks a Senior Account Manager to assist in producing new and renewal accounts....  ...The ideal candidate has 5-7 years in insurance, particularly commercial lines, and strong interpersonal skills. Additionally, excellent... 
    Remote job
    Work at office

    INSURICA

    Oklahoma City, OK
    5 days ago
  • $79k - $158k

    ## Commercial Sales Account Manager - Oklahoma City OKApplyremote type: Onsitelocations: CAO01: CCS-Oklahoma City, 6101 West Reno Avenue, Oklahoma...  ...of customers.**Job Responsibilities**· Sell the full portfolio of Carrier HVAC Service products and solutions (i.e. service... 
    Temporary work
    Local area
    Immediate start

    Carrier Corp

    Oklahoma City, OK
    5 days ago
  •  ...insurance agency in Oklahoma City is looking for a Senior Account Manager to assist in the production of new and renewal accounts....  ...should have 5-7 years of insurance experience, particularly in commercial lines, and a relevant college degree is preferred. Strong PC skills... 
    Remote job

    INSURICA

    Oklahoma City, OK
    4 days ago
  • Our client, a Top 50 National Insurance Broker is seeking highly skilled Commercial Lines Account Manager, Senior Account Manager, and Client Executive for their office in Oklahoma City, OK. Client Profile: Top 50 Largest Broker in US Employs more than 900 colleagues... 
    Work at office

    The Rogan Group, Inc.

    Oklahoma City, OK
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Portfolio Manager II. Be the first to apply!