Portfolio Manager
MidFirst Bank•Tulsa, OK
About The Position
This position supports portfolio management and customer service for existing accounts, as well as underwriting new opportunities. The role includes reviewing loan documents, addressing basic customer needs related to loans and treasury management, gathering and analyzing financial statements, managing the portfolio day to day, and assisting a senior lender with soliciting new business.
Requirements
- Bachelor's degree.
- A minimum of 1–4 years of recent formal credit or underwriting experience.
- Strong customer service skills.
- Strong writing skills.
- Strong teamwork skills.
- Strong analytical skills.
- Self-motivated.
Responsibilities
- Review loan documents.
- Serve basic customer needs related to loans and treasury management.
- Gather and analyze financial statements.
- Perform day-to-day portfolio management.
- Assist a senior lender with soliciting new business.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
