PORTFOLIO MANAGER
First National Bank of Oklahoma
Portfolio Manager Oklahoma City - Oklahoma City, OK; Western Branch - Oklahoma City, OK 73154 Overview Position Type: Full Time Job Shift: Day Education Level: 4 Year Degree Category: Banking Description Chartered in 1917, First National Bank of Oklahoma saw a change with new ownership and management team in 2002 and recent years have been exciting. The bank's focus has been sharpened, two new Oklahoma City banking offices have been opened, new products developed and offered and we have an experienced staff to service our customers. We will continue evaluating service enhancements with a goal of delivering all of the banking services you require, while remaining true to our community banking roots. First National Bank of Oklahoma offers an excellent benefit package: Health, Dental, Vision, Life Insurance, Short-Term and Long-Term Disability Insurance, 401(k), Paid Holidays and PTO. Qualifications First National Bank of Oklahoma is an independently owned, strong, and growing bank seeking an experienced Portfolio Manager. As our Portfolio Manager, you 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. Job Responsibilities: Focus daily activities on ensuring information and credit files of all assigned borrowers are current and there is active communication with borrowers. Maintain follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and updating loan files. Responsible for full cycle of loan request process; From conducting preliminary evaluation, to entering and maintaining client information in commercial database, to providing full financial and market analysis and preparing a recommended term sheet. Primary liaison with internal and external stakeholders to include various Bank departments, customers, attorneys, and commercial lenders/leadership. Collaborate with lenders to identify areas of concerns pertaining to a loan and in the management of maturing loans. Monitor loan documentation and financial statement exception reports and follow-up to clear up document exceptions in a timely manner. Required Qualifications: Bachelor's degree in accounting, business, finance, or related field or equivalent experience required. Minimum of 3-5 years' experience working in Financial Services required; Exposure to Commercial Banking highly desired. Prior working experience with loan underwriting and credit training is required. Understanding of basic loan structure processes and regulations associated with lending. Working knowledge of the full Microsoft Office Suite PC desktop operating systems with previous exposure to FIS Horizon XE is highly beneficial. #J-18808-Ljbffr
- ...decisions with little oversight. Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues. Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and...SuggestedTemporary workLocal areaImmediate start
- ...Portfolio Manager III OKC-Broadway - Oklahoma City, OK 73103 Overview Position Type: Full Time Job Shift: Day Education Level: 4 Year Degree Travel Percentage: Up to 25% Category: Banking Description The Portfolio Manager III works in partnership with commercial...SuggestedFull timeWork experience placementWork at officeLocal areaShift work
- ...coming to work, build lasting relationships, and feel proud of the difference they make every day. SUMMARY The National Lending Portfolio Manager is responsible for facilitation and coordination of all functions necessary to ensure accurate and complete closing of...SuggestedWork experience placementWork at officeShift work
$187.8k - $281.8k
...around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so... ...hope to be a match for you too. About The Team The Solution Portfolio Excellence team serves as the front door for upstream...SuggestedWork at officeRemote workHome officeFlexible hoursShift work- First National Bank of Oklahoma in Oklahoma City seeks a Portfolio Manager to oversee borrower loan portfolios and ensure credit policy adherence. You will perform financial analyses and maintain active borrower communications to support sound lending decisions. You will...Suggested
- Allied Universal seeks an Enterprise Account Portfolio Manager to support a major retail client. You will build relationships with corporate security leaders across multiple states and coordinate with branches and corporate support to drive key client initiatives. Responsibilities...Contract work
$90k - $100k
...reporting, and operational processes across private equity vehicles. This role works closely with internal finance and investment teams to manage fund activity, capital transactions, and reporting deliverables. The position offers exposure to private equity fund structures,...Work at officeMonday to Friday$90k - $100k
...supports fund accounting, financial reporting, and operational processes across private equity vehicles. Responsibilities include cash management, fund accounting, capital activity, financial reporting, and audit support. Applicants should have a Bachelor’s degree in...- Harvard University’s Faculty of Arts and Sciences is seeking a Manager of Non-Sponsored Funds to lead financial operations for the non-sponsored portfolio, including endowments, current use gifts, and designated funds, ensuring donor terms are met and regulatory compliance...
- ...in the OKC metro area (or be willing to relocate). Lead and manage the Commercial Mortgage group of American Fidelity Corporation... ...all production, closing, servicing, problem loan, reporting and portfolio management activities undertaken by the group. Direct and track...Permanent employmentRelocation
- ...of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together... ...way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting...Full timeFor contractorsLive inWork at officeLocal area
- ...amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry,... ...we will improve the way the world works and lives. As a Senior Manager in the Asset Management practice, you will be responsible for:...Full timeLive inWork at officeLocal area
$45k - $85k
...seeking an experienced and relationship-driven Individual Giving Manager to lead and grow our individual donor program. This role is... ...for BNRC’s mission. The Individual Giving Manager will manage a portfolio of donors and prospects, coordinate donor outreach and meetings...Full timeTemporary workPart timeWork at officeLocal areaRemote workFlexible hours- ...Position Overview: The Marketing and Fundraising Manager plays a pivotal role in advancing DSACO's mission by managing communications, public relations, marketing/outreach efforts, and fundraising initiatives, with a specific focus on grant funding. This position serves...
- ...Location: Oklahoma City -OKC Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available... ...banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized...Worldwide
- IQ-EQ in Massachusetts seeks a senior accounting professional to manage client relationships and oversee fund accounting duties, ensuring accuracy across daily, monthly, and annual reporting. You will train fund accountants, prepare financial statements, and coordinate...
$100k
Job Description Job Description Sales Training Program – Reverse Mortgage Loan Officer Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands — Mutual of Omaha, a Fortune 300 organization with over...- ...development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service;...Work at officeMonday to FridayWeekend workAfternoon shift
- The outside sales advisor, or mortgage loan originator, represents Great Plains Bank by identifying, developing and maintaining a quality pipeline of relationships, specifically within the real estate community, that serve as a recurring source of referrals for new mortgage...Work at officeLocal area
- Mortgage Loan Assistant OKC-Gaillardia - Oklahoma City, OK 73142 Description SUMMARY STATEMENT Responsible for providing support and assistance to the Mortgage Loan Originator as well as maintaining customer communication from origination through loan closing...Work experience placement
- Mortgage Loan Officer Hybrid • OKC-Gaillardia - Oklahoma City, OK 73142 Description This position is responsible for soliciting new business and originating mortgage loan products; continuously identifies, develops and maintains a network of business relationships...
$26 per hour
...Claims Case Manager NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a HC and Insurance...Permanent employmentTemporary workImmediate startRemote workWork from homeRelocationMonday to FridayFlexible hoursAfternoon shift- ...nonprofit institutions. Demonstrated analytical and organization skills. Excellent oral and written communication skills. Ability to manage multiple projects at once while ensuring work is completed accurately and on time. Strong proficiency with Microsoft Office Suite,...Work at office
$94.4k - $293.8k
...amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry,... .... Key responsibilities of the Investment Banking Consulting Manager may include: Lead and manage major, complex transformation programs...Live inWork at officeLocal area- Aspire Marketing Concepts, Inc. is seeking motivated Fundraisers in Oklahoma City to join a team dedicated to supporting non-profit causes. You will work in a rewarding environment, connecting with donors and securing funds to make a positive impact on the community. This...Weekly payFull timePart timeFlexible hours
$156.76k - $174.18k
...positions, click here. Overview The Director is responsible for managing all aspects of corporate philanthropy. Working with the... ...corporate activity; identifying, cultivating, and soliciting a portfolio of gifts at the six and seven figure level; collaborating with...Full timeContract workWork experience placementWork at officeImmediate startFlexible hoursNight shift3 days per week- ...Blood Institute's grant development and institutional funding strategy, with primary responsibility for identifying, securing, and managing funding from foundations, corporations, government agencies, and other philanthropic organizations. This position serves as OBI's...Shift work
- ...development strategy to accelerate philanthropic growth and support the organization's long-term objectives. This includes managing and expanding a portfolio of major donors, leading the grants program, and growing the planned giving and legacy society. The role is designed...
$79.8k - $127.68k
...run what runs the world.This position reports to:Sales Support Manager__Your role and responsibilities In this role, you will focus on... ...expertise in electrical distribution systems, including ABB’s product portfolio, industry design standards, and configuration tools (e.g., ABB...Full timeFor contractorsRemote workWorldwideHome officeMonday to Friday- ...solutions to remain in their homes and avoid foreclosure. All interactions must meet regulatory compliance standards, while actively managing the customer experience by demonstrating empathy, patience and professionalism. Reasons to Join Our Team: Comprehensive...Hourly payFull timePart timeCasual workMonday to Friday
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