Jobs
>
Tulsa

    Commercial Portfolio Manager I - Tulsa, United States - Simmons bank

    Simmons bank
    Simmons bank Tulsa, United States

    2 days ago

    Default job background
    Full time
    Description

    It's fun to work in a company where people truly BELIEVE in what they're doing

    We're committed to bringing passion and customer focus to the business.

    Job Description

    Commercial Portfolio Manager supports the portfolio growth by managing clients through the various stages of the lending process. Provides ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are met. The Commercial Portfolio Manager allows the assigned loan officers to dedicate more time to sales efforts and business development. Key responsibilities of the position include screening, structuring, underwriting, and monitoring commercial relationships while adhering to the standards and policies set by the bank.

    Essential Duties and Responsibilities

  • Performs initial screening and underwriting of new lending opportunities developed by the commercial lender.
  • Prepares memorandum and facilitates the initial underwriting of new transactions and/or renewals.
  • Works directly with other internal departments including commercial credit analysts, appraisal services group and loan administration.
  • Ensures adherence to credit policy, guidelines and regulatory requirements.
  • In some markets, perform in-house appraisals and inspections on collateral.
  • Assists in the lending and sales process by accompanying the lenders on customer and prospect calls when necessary.
  • Responsible for ongoing portfolio review of past dues, exceptions and maturing loan reports.Reports past dues to officer or makes contact to collect paymentWorks with officer to collect items needed for renewal processingMakes appropriate recommendations for these accountsReports deteriorating credit situations to officerHandles escalated exceptions
  • Ensures funding of construction loan disbursements in accordance with bank policy. Works closely with borrower, CCFG, title companies and other third parties to ensure accurate disbursements with ongoing monitoring and record keeping.
  • Participates in evaluating risk rating and makes revision recommendations. Prepare Discussion Term Sheet
  • Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
  • Performs other duties and responsibilities as assigned.

    • Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

    Skills

  • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
  • Ability to read, analyze and interpret financial report and/or legal documents.
  • Ability to write routine reports and business correspondence
  • Ability to respond in writing to customer complaints, regulatory agencies or members of the business community
  • Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors

    • Education and/or Experience

  • BS/BA Degree in applicable field of study or
  • 1-2 years' prior applicable experience.

    • Computer Skills

  • MS Office programs

    • Certificates, Licenses, Registrations

  • None

    • Other

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

    Skills Training:

  • Communication, Critical Thinking, Problem Solving,
  • Time Management, Sales, Presentation Skills

    • Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

  • Lululemon athletica

    Manager, Portfolio Management

    1 week ago

    Lululemon athletica Tulsa, United States

    Business Unit: · Store Support Centre (SSC) · Time Type: · Full-time · Description & Requirements · who we are · lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional ...

  • BOK Financial

    Portfolio Manager III

    1 week ago

    BOK Financial Tulsa, United States

    Req ID:74821 · Location: Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC, Denver -DEN, Fort Worth -FTWT · Areas of Interest: Portfolio Management; Commercial Banking, Health Care · Pay Transparency Salary Range: $110,000 - $130,000 · Application Deadline: 07/01/2024 · BOK Financial, ...

  • BOK Financial

    Portfolio Manager III

    1 week ago

    BOK Financial Tulsa, United States

    Req ID:74821 · Location: Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC, Denver -DEN, Fort Worth -FTWT · Areas of Interest: Portfolio Management; Commercial Banking, Health Care · Pay Transparency Salary Range: $110,000 - $130,000 · Application Deadline: 07/01/2024 · BOK Financial, ...

  • BOK Financial

    Portfolio Manager III

    1 week ago

    BOK Financial Tulsa, United States

    Req ID: · 74821 · Location: Tulsa -TUL, Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Oklahoma City -OKC · Areas of Interest: Portfolio Management; Commercial Banking, Health Care · Pay Transparency Salary Range: $110,000 - $130,000 · Application Deadline: 07/01/2024 · BOK Financi ...

  • BOK Financial

    Portfolio Manager III

    1 day ago

    BOK Financial Tulsa, United States

    Req ID: · 74821Location: Tulsa -TUL, Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Oklahoma City -OKCAreas of Interest: Portfolio Management; Commercial Banking, Health CarePay Transparency Salary Range: $110,000 - $130,000Application Deadline: 07/01/2024BOK Financial, · Headquar ...

  • Fountain-Fort Carson School District 8

    Charter Portfolio Manager

    1 week ago

    Fountain-Fort Carson School District 8 Tulsa, United States

    Salary/Compensation: Tulsa PublicSchools' existing salary schedules provide career increment adjustments based on education/experience and/or and years of credible service. Additionally, our board of education recently approved salary & benefit increases for qualifying positions. ...

  • Fountain-Fort Carson School District 8

    Charter Portfolio Manager

    1 day ago

    Fountain-Fort Carson School District 8 Tulsa, United States

    Salary/Compensation: Tulsa PublicSchools' existing salary schedules provide career increment adjustments based on education/experience and/or and years of credible service. Additionally, our board of education recently approved salary & benefit increases for qualifying positions. ...

  • Simmons Bank

    Commercial Portfolio Manager I

    1 week ago

    Simmons Bank Tulsa, United States

    It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Job Description · Commercial Portfolio Manager supports the portfolio growth by managing clients through the various stage ...

  • The Association of Asian American Investment Managers

    TMRS - Portfolio Manager - Co-Investments

    1 week ago

    The Association of Asian American Investment Managers Tulsa, United States

    TMRS is currently hiring a talented Portfolio Manager to join TMRS' Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS' strategic asset allocation in ...

  • DISH

    Retention Executive

    16 hours ago

    DISH Tulsa, United States Full time

    Company Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...

  • Spencer & Lewis

    senior account manager

    1 week ago

    Spencer & Lewis Tulsa, United States

    Spencer & Lewis · è alla ricerca di un nuovo · Senior Account Manager · da inserire in organico per l'area · PR & Media Relations · del Gruppo. La risorsa sarà collocata nella sede di · Roma · o · Milano . Il · s · enior account manager · gestisce un'area con clienti a ...

  • PagoPA S.p.A

    Senior UI Designer

    1 week ago

    PagoPA S.p.A Tulsa, United States

    PagoPA è alla ricerca di un Senior UI Designer che definisca l'identità digitale dei servizi del suo portfolio, rendendolo riconoscibili e chiaro da utilizzare. I progetti su cui lavorerà saranno destinati sia alla cittadinanza, che alle aziende e ai dipendenti della Pubblica Amm ...

  • Invigorate Finance

    Client Relations Manager I

    1 day ago

    Invigorate Finance Tulsa, United States

    Title Clearing & Escrow, LLC (TC&E) is a national title company based in Tulsa, Oklahoma. TC&E was founded in 2013 by CEO Dax Junker and his brother Dennis, who currently serves as Executive Vice President. TC&E's mission is to seamlessly deliver cost-effective title products and ...

  • T.D. Williamson Inc.

    Supervisor, Collections

    1 day ago

    T.D. Williamson Inc. Tulsa, United States

    At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment. · Each day we dedicate ourselves to treating each other, our custom ...

  • Bank of Oklahoma - BOK Financial Corporation

    Client Acct

    1 day ago

    Bank of Oklahoma - BOK Financial Corporation Tulsa, United States

    Req ID: 74996 Location: Tulsa -TUL Areas of Interest: Accounting; Business/ Technical Analysis; Investment Management; Project Management; Risk Management, Compliance; Wealth Management Operations Pay Transparency Salary Range: Not Available Applicat Analyst, Portfolio Manager, C ...

  • Aicom Spa

    Senior Project Manager

    1 week ago

    Aicom Spa Tulsa, United States

    Laurea triennale/quinquennale in Ingegneria Edile o Architettura. · Esperienza di almeno 5 anni nella gestione di progetti e/o di infrastrutture di diverse dimensioni con un ruolo di Senior Project Manager. · La risorsa dovrà essere in grado di coordinare e supervisionare il lavo ...

  • Addison Group

    Credit Analyst

    2 weeks ago

    Addison Group Tulsa, United States

    Addison Group is partnering with an established and growing financial institution that is in search of a credit analyst to join its team. The opportunity offers great benefits and growth opportunities. · Responsibilities: · Analyze financial statements, cash flow statements, cred ...

  • Dover Precision Components

    Programmer Analyst

    1 week ago

    Dover Precision Components Tulsa, United States

    Dover Precision Components 'DPC' ('the Company') is part of Dover Corporation's ('the Parent Company') Pumps and Process solutions segment. DPC holds market leading positions globally and delivers performance-critical solutions across the oil & gas, power generation, marine, indu ...

  • The Association of Asian American Investment Managers

    CalSTRS - Investment Officer, Fixed Income

    1 week ago

    The Association of Asian American Investment Managers Tulsa, United States

    CalSTRS – Investment Officer, Fixed Income · The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Fixed Income team. · The Fixed Income Unit is dedicated to maximizing risk-adjusted total return within a multi-asset class ...

  • The Association of Asian American Investment Managers

    CalSTRS Investment Officer, Fixed Income

    1 week ago

    The Association of Asian American Investment Managers Tulsa, United States

    CalSTRS Investment Officer, Fixed Income The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Fixed Income team.The Fixed Income Unit is dedicated to maximizing risk-adjusted total return within a multi-asset class portfoli ...