Portfolio Manager - Commercial Lending

MidFirst BankOklahoma City, OK

About The Position

This position is responsible for managing and monitoring a portfolio of commercial real estate loans. Primary job duties to include the following: Assist Account Officers in structuring loans and preparation of preliminary underwriting. Prepare inputs necessary for credit memorandums, annual reviews, loan renewals, modifications, and risk rating recommendations. Conduct ongoing portfolio monitoring by reviewing borrower financial performance and covenant compliance. Work with credit administration, loan operations, and Account Officers to ensure timely loan closings, renewals, and servicing. Work with borrowers to collect complete and accurate loan documentation.

Requirements

  • Bachelor’s degree
  • 1–4 years of recent, formal credit analysis or underwriting experience.
  • Proven analytical and critical-thinking skills.
  • Ability to collaborate effectively with internal partners.
  • Strong attention to detail when reviewing and preparing loan documentation.
  • Organized, dependable, and self-motivated.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Nice To Haves

  • Strong commitment to customer service.
  • Communicates clearly and professionally in both written and verbal formats.

Responsibilities

  • Assist Account Officers in structuring loans and preparation of preliminary underwriting.
  • Prepare inputs necessary for credit memorandums, annual reviews, loan renewals, modifications, and risk rating recommendations.
  • Conduct ongoing portfolio monitoring by reviewing borrower financial performance and covenant compliance.
  • Work with credit administration, loan operations, and Account Officers to ensure timely loan closings, renewals, and servicing.
  • Work with borrowers to collect complete and accurate loan documentation.
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