PORTFOLIO MANAGER

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.