MidFirst Bank is a full service bank with a vision of unparalleled client service in the California market. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.
This position will provide support to Portfolio Managers and Relationship Managers with loan compliance, report generation, loan exceptions, monitoring of ticklers, annual financial reviews and storage of customer financial information and file maintenance.
Essential Duties and Responsibilities:
- Manage and organize OnBase storage of customer financial information as well as organize credit files in the system.
- Manage and monitor loan ticklers through Credit Quest.
- Support Portfolio Management and Relationship Management teams with loan portfolio by tracking and monitoring ticklers, loan exceptions and annual financial reviews.
- Assist in analyzing outstanding Loan Portfolio for matters such as loan concentrations by generating accurate reports segmented by loan type, class, collateral and other categories for management
- Communicate loan documentation requests and subsequent follow up requests to clients through Portfolio Managers and Relationship Managers, related to “Critical Loan Exceptions”.
- Assist in the submission of Annual Review Reports (ARRs), Monitored Loan Reports (MLRs) and Loan Agreement Compliance Report (LACRs) through Decisions.
- Perform/complete other duties and projects as requested by supervisor, accurately and within the designated time assigned.
- Ensure adherence to all compliance regulations, both state and federal.
Position Requirements:
- 3-5 years of portfolio and loan support experience;
- Excellent customer service skills; detail-oriented;
- Excellent organizational skills; general knowledge of bank processes;
- Excellent written and oral communication skills;
- Excellent PC skills;
- Working knowledge of commercial loan documentation preferred.
Benefits:
We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Compensation Range: $35.00 - $46.00 per hour. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3-5 years of portfolio and loan support experience
- Excellent customer service skills
- Excellent organizational skills
- Excellent written and oral communication skills
- Excellent PC skills
- Working knowledge of commercial loan documentation
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
