Commercial Portfolio Manager I

4 weeks ago

Tulsa, United States Simmons bank Full time

It's fun to work in a company where people truly BELIEVE in what they're doing

We're committed to bringing passion and customer focus to the business.

Job Description

Commercial Portfolio Manager supports the portfolio growth by managing clients through the various stages of the lending process. Provides ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are met. The Commercial Portfolio Manager allows the assigned loan officers to dedicate more time to sales efforts and business development. Key responsibilities of the position include screening, structuring, underwriting, and monitoring commercial relationships while adhering to the standards and policies set by the bank.

Essential Duties and Responsibilities

Performs initial screening and underwriting of new lending opportunities developed by the commercial lender. Prepares memorandum and facilitates the initial underwriting of new transactions and/or renewals. Works directly with other internal departments including commercial credit analysts, appraisal services group and loan administration. Ensures adherence to credit policy, guidelines and regulatory requirements. In some markets, perform in-house appraisals and inspections on collateral. Assists in the lending and sales process by accompanying the lenders on customer and prospect calls when necessary. Responsible for ongoing portfolio review of past dues, exceptions and maturing loan reports.Reports past dues to officer or makes contact to collect paymentWorks with officer to collect items needed for renewal processingMakes appropriate recommendations for these accountsReports deteriorating credit situations to officerHandles escalated exceptions Ensures funding of construction loan disbursements in accordance with bank policy. Works closely with borrower, CCFG, title companies and other third parties to ensure accurate disbursements with ongoing monitoring and record keeping. Participates in evaluating risk rating and makes revision recommendations. Prepare Discussion Term Sheet Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations Ability to read, analyze and interpret financial report and/or legal documents. Ability to write routine reports and business correspondence Ability to respond in writing to customer complaints, regulatory agencies or members of the business community Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors

Education and/or Experience

BS/BA Degree in applicable field of study or 1-2 years’ prior applicable experience.

Computer Skills  

MS Office programs

Certificates, Licenses, Registrations  

None

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

Communication, Critical Thinking, Problem Solving, Time Management, Sales, Presentation Skills

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

  • SIA Portfolio Manager I

    1 week ago

    Tulsa, United States Bank of Oklahoma Full time

    Req ID: 75113 Location: Tulsa -TUL Areas of Interest: Investment Management; Portfolio Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/07/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Portfolio Manager, Manager, Portfolio, Investment, Financial, Management, Banking

  • QC Inspect I

    6 days ago

    Tulsa, Oklahoma, United States PDS Tech Commercial Full time

    Job DescriptionJob DescriptionJob Opportunity: QC Inspector I in Tulsa, OKOverview:PDS Tech Commercial Inc is actively seeking a QC Inspector I to join our dynamic team in Tulsa, OK. This role is ideal for individuals with a background in quality inspection or manufacturing who are eager to contribute to high-quality aerospace production.Job Details:Job...

  • Senior Portfolio Manager

    1 month ago

    Tulsa, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. Senior Portfolio Manager Louisville , Kentucky Apply Now We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs...

  • Senior Portfolio Manager

    3 weeks ago

    Tulsa, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. Senior Portfolio Manager Louisville , Kentucky Apply Now We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs...

  • Senior Manager, Portfolio Delivery

    4 weeks ago

    Tulsa, United States L.A. Care Health Plan Full time

    Location: Position Type: Full Time Requisition ID: 11233 Salary Range: $135,136.00 (Min.) - $165,000.00 (Mid.) - $195,000.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated...

  • Property Management Associate

    1 month ago

    Tulsa, United States SelectLeaders Full time

    Property Management Associate (Commercial/Industrial) IG Logistics LLC (private owner/operator of industrial properties across the US) is looking to hire a Property Management Associate (“Associate”). The Associate will report to the founding partners of IG Logistics LLC as well as the head of asset management. The successful candidate will oversee all...

  • Director of Commercial Operations

    3 weeks ago

    Tulsa, United States Harbor Group Management Company Full time

    Harbor Group Management Director of Commercial Operations Nashville , Tennessee Apply Now Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, goal oriented, creative individuals with an entrepreneurial spirit and great communication skills....

  • Commercial Property Manager

    4 weeks ago

    Tulsa, United States SelectLeaders Full time

    Company: We are a full-service property management firm focused on maximizing returns for our client partners through a full-cycle, vertically integrated approach. Our mission is to assist our clients through all stages in the maintenance cycle including property management, maintenance, accounting, budgeting and reporting, project management and risk...

  • Relationship Manager IV

    5 days ago

    Tulsa, United States BOK Financial Full time

    Req ID: 75159 Location: Tulsa -TUL Areas of Interest: Business Development; Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...

  • Commercial Real Estate Manager

    1 month ago

    Tulsa, United States Optima Real Estate Services Full time

    As a Commercial Real Estate Manager, you will be responsible for the oversight of the team responsible for all operational and financial activities of a single property or portfolio of properties.This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group.ResponsibilitiesProvide formal...

  • Commercial Real Estate Manager

    1 month ago

    Tulsa, United States Optima Real Estate Services Full time

    As a Commercial Real Estate Manager, you will be responsible for the oversight of the team responsible for all operational and financial activities of a single property or portfolio of properties.This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group.ResponsibilitiesProvide formal...

  • Commercial Real Estate Manager

    3 weeks ago

    Tulsa, United States Optima Real Estate Services Full time

    As a Commercial Real Estate Manager, you will be responsible for the oversight of the team responsible for all operational and financial activities of a single property or portfolio of properties.This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group.ResponsibilitiesProvide formal...

  • Commercial Real Estate Manager

    2 days ago

    Tulsa, United States Optima Real Estate Services Full time

    As a Commercial Real Estate Manager, you will be responsible for the oversight of the team responsible for all operational and financial activities of a single property or portfolio of properties.This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group.ResponsibilitiesProvide formal...

  • Client Relations Manager I

    1 month ago

    Tulsa, United States Invigorate Finance Full time

    Title Clearing & Escrow, LLC (TC&E) is a national title company based in Tulsa, Oklahoma. TC&E was founded in 2013 by CEO Dax Junker and his brother Dennis, who currently serves as Executive Vice President. TC&E's mission is to seamlessly deliver cost-effective title products and curative services nationwide throughout the mortgage lifecycle. Whether clients...

  • Client Relations Manager I

    3 weeks ago

    Tulsa, United States Invigorate Finance Full time

    Title Clearing & Escrow, LLC (TC&E) is a national title company based in Tulsa, Oklahoma. TC&E was founded in 2013 by CEO Dax Junker and his brother Dennis, who currently serves as Executive Vice President. TC&E's mission is to seamlessly deliver cost-effective title products and curative services nationwide throughout the mortgage lifecycle. Whether clients...

  • TMRS - Portfolio Manager - Co-Investments

    4 weeks ago

    Tulsa, United States The Association of Asian American Investment Managers Full time

    TMRS is currently hiring a talented Portfolio Manager to join TMRS’ Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS’ strategic asset allocation includes a 48% target for private markets across private equity,...

  • TMRS - Portfolio Manager - Co-Investments

    2 weeks ago

    Tulsa, United States The Association of Asian American Investment Managers Full time

    TMRS is currently hiring a talented Portfolio Manager to join TMRS Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS strategic asset allocation includes a 48% target for private markets across private equity, infrastructure,...

  • TMRS - Portfolio Manager - Co-Investments

    3 weeks ago

    Tulsa, United States The Association of Asian American Investment Managers Full time

    TMRS is currently hiring a talented Portfolio Manager to join TMRS’ Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS’ strategic asset allocation includes a 48% target for private markets across private equity,...

  • TMRS - Portfolio Manager - Co-Investments

    6 days ago

    Tulsa, Oklahoma, United States The Association of Asian American Investment Managers Full time

    TMRS is currently hiring a talented Portfolio Manager to join TMRS' Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS' strategic asset allocation includes a 48% target for private markets across private equity, infrastructure,...

  • Director Commercial Real Estate Sales

    3 weeks ago

    Tulsa, United States Williams Worldwide Commercial Real Estate LLC Full time

    Job DescriptionJob DescriptionTitle: Director of Commercial Real Estate SalesReports to: EVP SalesWilliams & Williams (www.williamsauction.com), the premiere name in real estate auction, is seeking an experienced, high performing, self-motivated and energetic commercial real estate sales director to join its team of seasoned professionals. If you enjoy an...