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 First National Bank Of Oklahoma
- ...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 ManagerOklahoma City - Oklahoma City, OK; Western Branch - Oklahoma City, OK 73154OverviewPosition Type: Full Time Job Shift... ...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...SuggestedFull timeTemporary workWork experience placementWork at officeShift work
- ...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
$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...SuggestedRemote job$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$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- ...am) EASTERN TIME** The primary purpose of this position is to monitor and implement established personnel and reports security management programs, resolve security clearance problems, and process requests for security clearances, investigations, access, and entry in...Full timeWork at officeTrial periodNight shift
- ...Must currently reside in the OKC metro area. Lead and manage the Commercial Mortgage group of American Fidelity Corporation (AFC) and... ...all production, closing, servicing, problem loan, reporting and portfolio management activities undertaken by the group. Direct and track...Permanent employment
- ...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
- ...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
$88k - $110k
...strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. You’ll manage and train fund accountants, oversee the allocation of daily and monthly activities, and independently handle client relationships...Local areaWorldwide- ...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
- ...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
$100k
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 100 years of stability. What ...- 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...
- ...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
- Are you a natural people person who loves making connections and closing deals? Do you thrive in a sales-driven environment but don’t necessarily have mortgage experience (yet)? If so… we should talk! At Zenith Mortgage Advisors , we’re not just another brokerage—we’re...Remote work
- 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
- 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
$80k - $150k
...About Us About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global... ...to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment...Remote workFlexible hours1 day per week- 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
- ...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$76.4k - $138.6k
...solutions that provide speed to market and business value. The opportunity As an Offensive Security Analyst on the Attack Surface Management team, you will play a key role in evaluating and reducing EY's digital exposure through hands-on penetration testing and...Summer holidayLocal areaFlexible hours- ...investment office for the Love family. Après Vous Capital, LLC is the management company for Cortes Capital and employs the investment and... ...sourcing and evaluating investment opportunities, as well as portfolio construction and monitoring. Analysts play a vital role...InternshipWork at office
- Kind Lending is seeking a Retail Loan Consultant in Oklahoma City. This role focuses on proactively generating residential mortgage business, building a residual pipeline, and meeting monthly and annual sales goals. Responsibilities include networking with mortgage, real...
- ...timely closing of loans. Mortgage consultant or similar experience or education is required as well as strong computer skills, time management, communication, and multitasking.**This position is eligible for remote work for candidates residing in Texas or Oklahoma....Work at officeRemote work
$90k - $110k
...variety of investment activities relating to acquisition, asset management and capital markets. This is a highly visible role providing... ...databases for both WS properties and comparable properties for portfolio management purposes Participating in communication with third...Immediate start- Overview Salary Grade: 23 Summary: Manages assigned fee revenue producing investment accounts ranging from moderately sized to large... ...responsibilities associated with the management of individual investment portfolios are a major portion of the duties. In addition, a significant...Work experience placement
- ...converting a significant client base to a discretionary, algorithmically-managed platform. This is a hands-on, builder's role that requires the CIO to personally design and run model portfolios, write the investment philosophy, select funds and ETFs, and define allocation...
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