Bank OZK · 3 hours ago
Director, Portfolio Management - CIB
San Diego, CA
Full-time
Onsite
Senior Level, Lead/Staff
$175K/yr - $230K/yr
8+ years expBank OZK is a nationally recognized leader in financial services with over 120 years of experience. The Director of Portfolio Management for the Corporate & Institutional Banking division is responsible for overseeing loan analysis, underwriting, and servicing, while mentoring the underwriting team and ensuring compliance with policies and procedures.
BankingFinanceFinancial Services
Responsibilities
Ensures thorough, accurate, and timely servicing of the loan portfolio in compliance with Bank’s Loan Policy
Oversees and directs various portfolio managers or associates within the division regarding potential exposure, operational risks, or servicing issues
Oversees the underwriting team’s workflow and designates assignments ensuring loan requests are processed in a timely manner
Manages the daily pipeline of new business, renewals, and matured loans by tracking, monitoring, and reporting activity on a regular pipeline report
Oversees risk within the loan portfolio to ensure potential challenges are identified well in advance and communicated to borrowers and upper management so that timely resolutions result in mitigation of Bank’s risk
Ensures underwriting is thorough, accurate, and incorporates detailed risk analysis mitigation that aligns with the Bank’s credit risk appetite
Provides financial analysis, analytical, and underwriting support to business lines within the division
Reports on the comparison of the business forecast to the Loan Portfolio
Oversees underwriting of CIB Credit Analysts and provides feedback and mentorship as necessary
Manages, drafts, and implements operational policies and procedures
Collaborates on related underwriting guidelines and expectations, develops required loan presentation content and standardized approaches, and recommends updates, as appropriate
Collaborates across business lines and communicates pertinent information/changes to upper management
Recommends updates to relevant sections of Loan Policy
Provides advice and expertise on trouble credits as to best course of action
Manages, leads, and mentors team of staff within department
Regularly exercises discretion and judgment in the performance of essential job functions
Maintains good punctuality and attendance to work
Follows Bank policy, procedures, and guidelines
Qualification
Required
Bachelor's degree in finance, accounting, business, economics, or commensurate education or work experience, required
Minimum of eight (8) years of work experience in Commercial and/or Corporate Banking, required
Comprehensive knowledge and understanding of finance and credit analysis
Comprehensive knowledge of lending activities and terminology
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 evenings and weekends as necessary
Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook
Preferred
Successful completion of a formal credit training program, preferred
Minimum of three (3) years of previous management experience, 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
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