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Portfolio Manager

Regent BankTulsa, OK, US

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Job Description

Summary :

The 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 trends
Participates in evaluating risk ratings and makes revision recommendations
Serves as daily escalation resource to ensure client expectations are met
Completes ongoing portfolio review of past dues, exceptions, and maturing loan reports
Monitors, collects and tracks financial information on new and existing borrowers
Monitor’s construction loans, loan advances and pay downs; ensures funding of construction loan disbursements in accordance with bank policies
Conducts independent analysis and assessment to resolve strategic issues
Prepare summary reports for Board and Management review
Other duties as assigned

Education And / Or Experience :

Bachelor’s degree in accounting or finance

Minimum of Five (5) years of Loan Assistant Experience with knowledge in Commercial and Consumer loans

Knowledge / Skills / Abilities :

Functional knowledge of Microsoft Office applications (Excel, Word, Powerpoint)

Strong verbal and written communication skills

Strong analytical skills required

Detail oriented and ability to work under pressure of deadlines

All candidates will be required to complete a pre-employment background, credit, and drug screening

Physical 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.

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Portfolio Manager • Tulsa, OK, US