VP, Portfolio Management & Operations

Bank OZK•Houston, TX

12h

About The Position

Responsible for managing a team of analysts and associates, and supporting lending efforts by performing the analysis, underwriting, origination, monitoring, and servicing of loans of varying degrees of complexity and specificity across the Corporate & Institutional Banking (CIB) division. Underwrites and reviews credit memorandums and ensures all due diligence is complete and accurate and in compliance with the policies and procedures of the CIB - portfolio management, underwriting, and operations units. Responsible for monitoring and maintaining credit relationships within the CIB division, and manages the Credit Analyst Training Program.

Requirements

Comprehensive knowledge and understanding of finance and credit analysis.
Comprehensive knowledge of lending activities and terminology.
General knowledge of federal and state lending and compliance regulations.
Ability to demonstrate effective interpersonal, negotiation, and communication skills.
Ability to demonstrate effective leadership presence and credibility.
Ability to demonstrate strong business acumen and business development skills.
Ability to demonstrate critical thinking, analytical, and problem-solving skills.
Ability to work effectively and collaboratively across functional and organizational groups and build business relationships to achieve the desired objectives of the Bank.
Ability to develop and motivate staff to achieve team goals.
Ability to multitask, manage priorities, and work effectively within exacting deadlines.
Ability to demonstrate accuracy and thoroughness in work.
Ability to maintain confidentiality.
Ability to work without direct supervision.
Ability to work evenings and weekends as necessary.
Regularly exercises discretion and judgment in the performance of essential job functions.
Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Bachelor’s degree in finance, accounting, business, economics, or job-related field, or commensurate work experience, required.
3+ years of work experience in Commercial and/or Corporate Banking, required.
1+ year of experience leading and mentoring a team, required.

Nice To Haves

Successful completion of a formal credit training program, preferred.

Responsibilities

Manages staff to include staffing, assigning and delegating work, scheduling, training, mentoring, and coaching.
Conducts performance reviews and fosters a culture of accountability, collaboration, and continuous improvement.
Manages the Credit Analyst Training Program, including analyst development, scheduling, feedback, and performance tracking.
Leads analyst onboarding, maintaining pre-start engagement and ensuring readiness for the first day.
Coordinates meet-and-greets with vertical leaders and cross-functional teams to broaden analyst exposure across the bank.
Gathers and stores the quarterly credit analyst feedback forms for each rotating analyst, meeting with each to discuss performance to support skill development.
Manages pool work assignments for rotating analysts, coordinating with teams to allocate resources effectively.
Develops and maintains training materials, including the planning, scheduling, and execution of the final mock loan project for each rotating training class.
Creates and administers weekly quizzes to reinforce training and assess analyst progress.
Acts as a data steward, enforcing data rules, and responsible for relevant reporting (Policy and Collateral Exception, Reporting Exception, Annual Review List).
Develops and maintains credit spreading and risk documentation.
Develops and maintains procedures for underwriting systems, including documentation for new platforms.
Leads testing, enhancement, and implementation of the CIB CL platform, scorecards and future system upgrades.
Serves as a liaison between Credit, Underwriting, Portfolio Managers, and Systems team to resolve issues and improve workflows.
Develops and manages CIB dashboards, ensuring accurate data reporting and visibility for stakeholders.
Provides data support for Core/Booking systems.