Portfolio Manager
MidFirst Bank•Tulsa, OK
About The Position
This position provides portfolio management support and customer service for existing accounts, while also underwriting new opportunities. The role includes reviewing loan documents, serving 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, writing, teamwork, and analytical skills.
- Self-motivated.
Responsibilities
- Review loan documents.
- Serve basic customer needs for loans and treasury management.
- Gather and analyze financial statements.
- Manage the portfolio day to day.
- Assist a senior lender with soliciting new business.
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What This Job Offers
Job Type
Full-time
