Commercial Portfolio Manager II - Tulsa, OK
About The Position
The Commercial Portfolio Manager provides a positive customer experience by managing client relationships and using the full suite of Busey products and services. The role maintains a compliant, well-managed loan portfolio in partnership with credit and loan coordination teams. It supports relationship management through preliminary financial analysis and input into credit decisions based on evaluation of key factors. The Portfolio Manager knows the borrowers and relationships in the assigned portfolio and proactively manages them in accordance with credit policy. The role interacts with customers on servicing and risk matters, supports loan approvals, develops and grows relationships, and works with internal and external clients. The position is based in Tulsa, Oklahoma. A four-year college degree emphasizing Accounting or Finance and at least five years of banking, finance, or sales-related experience are required. Three or more years of credit analysis or underwriting experience are preferred. The base pay range is $100,000–$130,000 annually. The role may also be eligible for performance-based bonus or incentives.
Requirements
- Four-year college degree with an emphasis in Accounting or Finance.
- Five or more years of banking, finance, or sales-related experience.
- Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance.
- Needs-based sales and customer service skills.
- Strong oral and written communication skills.
- Knowledge of Microsoft Office.
- Ability to gather pertinent information and make recommendations when considering new opportunities.
- Ability to stay current on industry and market trends and information.
- Ability to analyze and interpret numerical data.
- Ability to perform duties amid frequent interruptions, time pressures, and highly interruptive conditions.
Nice To Haves
- At least three years of experience in credit analysis or underwriting.
Responsibilities
- Manage assigned loan portfolio and borrower relationships to ensure adherence to credit policy and completion of required actions.
- Perform preliminary financial analysis and assess industry risks, collateral requirements, loan structures, and pricing.
- Independently address routine and non-routine customer servicing matters, including risk-related items.
- Prepare call plans and relationship reviews for individual and joint calls with prospects, clients, and centers of influence.
- Identify and refer opportunities to other business lines and departments.
- Collaborate and communicate with internal and external clients on sensitive and routine matters.
- Participate in external networking and community involvement.
- Present specific loans and participate in the bank’s loan approval process.
- Provide approval recommendations based on credit structure fundamentals.
- Grow existing relationships through increased borrowings where appropriate, increased deposits and cash management, and cross-selling to Wealth Management and Personal Banking.
- Negotiate credit transactions.
- Service existing customer relationships to maximize profitability.
Benefits
- 401(k) match
- Profit sharing
- Employee stock purchase plan
- Paid time off
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Long-term disability
- Supplemental voluntary life insurance
- Short-term disability
- Wellness incentives
- Employee assistance program
- Pre-tax health savings accounts and flexible spending accounts for eligible associates
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
