The Portfolio Manager III works in partnership with commercial lenders, market presidents, and leadership for the Bank’s commercial lending division. This position oversees and coordinates all aspects of a commercial loan portfolio, including underwriting, analysis, past dues, and exceptions. The Portfolio Manager III is expected to manage a portfolio of up to 200M.
PRINCIPLE DUTIES AND RESPONSIBILITIES
- Assists in underwriting of commercial loans and preparation of loan packages.
- Ensures commercial loans comply with the Bank’s commercial lending policies.
- Assists in timely gathering of appropriate financial data, monitoring, clearing of loan covenants, and loan exceptions.
- Informs commercial lenders and senior management of financial trends within the commercial loan portfolio.
- Manages assigned client relationships within the commercial banking loan portfolio.
- Assists with monitoring of credit quality, financial analysis, loan extensions, and cross-selling of other Bank products.
- Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department.
- Performs all job functions in compliance with Bank policies, federal, state, and local laws, and all regulations applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
- Performs other duties as assigned.
EDUCATION AND/OR EXPERIENCE
- Bachelor’s degree in business, finance, economics, or accounting, or 3-5 years’ equivalent work experience, required.
- 7+ years’ experience in commercial lending, asset management, or commercial loan underwriting, required.
KNOWLEDGE, SKILLS, AND ABILITIES
- Advanced knowledge of complex commercial loan structures.
- Excellent verbal, written, and interpersonal communication skills.
- Strong critical thinking and analysis skills.
- Ability to organize and prioritize work and meet strict deadlines in a fast-paced environment.
- Knowledge of Jack Henry, ABRIGO, and construction management software.
- Proficient in Microsoft Office Suite.
Skills Required
- Bachelor's degree in business, finance, economics, or accounting, or 3-5 years' equivalent work experience
- 7+ years' experience in commercial lending, asset management, or commercial loan underwriting
- Advanced knowledge of complex commercial loan structures
- Experience managing a commercial loan portfolio (up to $200M)
- Knowledge of Jack Henry
- Knowledge of ABRIGO
- Knowledge of construction management software
- Proficient in Microsoft Office Suite
- Strong verbal, written, and interpersonal communication skills
- Strong critical thinking and financial analysis skills
- Knowledge of and compliance with BSA/AML, OFAC, and GLBA/privacy rules
What We Do
Founded in 1913, Stride Bank is an Oklahoma-based financial institution with over $3 billion in assets. It provides a comprehensive suite of banking services, including commercial and industrial loans, home loans, commercial real estate, and healthcare banking. The bank operates multiple branches throughout Oklahoma, offering personalized financial solutions to both individual and business clients while maintaining a strong commitment to innovation and professional growth.
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