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Equity Bank · 13 hours ago

Commercial Portfolio Manager - Ponca City

Ponca City, OK

Full-time

Onsite

Mid Level

3+ years exp

Equity Bank is seeking a Commercial Portfolio Manager responsible for managing assigned lending relationships of commercial loans. The role involves ensuring compliance and communication with borrowers, assisting in underwriting analysis, and maintaining accurate credit files.

BankingFinanceFinancial Services

H1B Sponsor Likely

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

Assists in preparing and underwriting credit approval packets including new request, renewals and annual reviews within assigned portfolio

Works closely with the Credit Department to ensure all assigned loan requests are processed in a timely manner

Present Annual Reviews of assigned credits to Loan Committee

Reviews loan documentation to ensure documents accurately reflect credit approval terms, perfect the bank’s security position and protect the bank’s rights and remedies

Schedule and conduct timely site visits and inspections of collateral

Assist in facilitating the closing of transactions

Assist Commercial Lenders in managing past due and maturing loans

Attends and participates in team meetings and required community/business related events

Assist Commercial Lenders to ensure customers are being serviced as needed

Perform other duties as assigned or required

Assists with developing and strengthening existing commercial banking relationships through scheduled customer touches

Assists with researching, preparation and execution of customer calls

Assists with developing new sources of revenue within the existing portfolio by maintaining knowledge of commercial banking products and services and exploring cross selling opportunities

Provide back up support for loan assistants from time to time

The employee is responsible for understanding and following the applicable laws and regulations for their job responsibilities including, but not limited, to the Equity Bank Business Ethic and Conduct policy, the Bank Secrecy Act, Information Security policies and procedures, and Suspicious Activity reporting requirements

Qualification

Credit analysisPortfolio managementBachelor’s DegreeCommunication skillsTeam collaboration

Required

Bachelor's Degree in Accounting, Finance or related field

3+ years credit analysis experience

Preferred

Previous experience in a portfolio management role

Company

Equity Bank

Glassdoor3.7

Equity Bank is a commercial bank that offers financial services.

Founded in 2002

Wichita, Kansas, USA

501-1000 employees

https://www.equitybank.com/

H1B Sponsorship

Equity Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)