Bank OZK · 1 day ago
VP, Portfolio Management & Operations
Houston, TX
Full-time
Onsite
Mid Level
3+ years expBank OZK is a nationally recognized leader in financial services with over 120 years of experience. The VP of Portfolio Management & Operations is responsible for managing a team of analysts and associates, supporting lending efforts, and ensuring compliance with policies and procedures within the Corporate & Institutional Banking division.
BankingFinanceFinancial Services
Responsibilities
Manages staff to include staffing, assigning and delegating work, scheduling, training, mentoring, and coaching. Conducts performance reviews and fosters a culture of accountability, collaboration, and continuous improvement
Manages the Credit Analyst Training Program, including analyst development, scheduling, feedback, and performance tracking
Leads analyst onboarding, maintaining pre-start engagement and ensuring readiness for the first day
Coordinates meet-and-greets with vertical leaders and cross-functional teams to broaden analyst exposure across the bank
Gathers and stores the quarterly credit analyst feedback forms for each rotating analyst, meeting with each to discuss performance to support skill development
Manages pool work assignments for rotating analysts, coordinating with teams to allocate resources effectively
Develops and maintains training materials, including the planning, scheduling, and execution of the final mock loan project for each rotating training class
Creates and administers weekly quizzes to reinforce training and assess analyst progress
Acts as a data steward, enforcing data rules, and responsible for relevant reporting (Policy and Collateral Exception, Reporting Exception, Annual Review List)
Develops and maintains credit spreading and risk documentation
Develops and maintains procedures for underwriting systems, including documentation for new platforms
Leads testing, enhancement, and implementation of the CIB CL platform, scorecards and future system upgrades
Serves as a liaison between Credit, Underwriting, Portfolio Managers, and Systems team to resolve issues and improve workflows
Develops and manages CIB dashboards, ensuring accurate data reporting and visibility for stakeholders
Provides data support for Core/Booking systems
Qualification
Required
Bachelor's degree in finance, accounting, business, economics, or job-related field, or commensurate work experience, required
3+ years of work experience in Commercial and/or Corporate Banking, required
1+ year of experience leading and mentoring a team, required
Comprehensive knowledge and understanding of finance and credit analysis
Comprehensive knowledge of lending activities and terminology
General knowledge of federal and state lending and compliance regulations
Ability to demonstrate effective interpersonal, negotiation, and communication skills
Ability to demonstrate effective leadership presence and credibility
Ability to demonstrate strong business acumen and business development skills
Ability to demonstrate critical thinking, analytical, and problem-solving skills
Ability to work effectively and collaboratively across functional and organizational groups and build business relationships to achieve the desired objectives of the Bank
Ability to develop and motivate staff to achieve team goals
Ability to multitask, manage priorities, and work effectively within exacting deadlines
Ability to demonstrate accuracy and thoroughness in work
Ability to maintain confidentiality
Ability to work without direct supervision
Ability to work evenings and weekends as necessary
Regularly exercises discretion and judgment in the performance of essential job functions
Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook
Preferred
Successful completion of a formal credit training program, preferred
Benefits
Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts
Company
Bank OZK
Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.
1001-5000 employees
H1B Sponsorship
Bank OZK 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
2025 (24)
2024 (13)
2023 (10)
2022 (21)
2021 (14)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-07-17IPO
Leadership Team
Eric Munson
Senior Vice President, government and institutional banking
Recent News
2026-01-07
2025-12-26
Company data provided by crunchbase