Portfolio Manager jobs in Edmond, OK

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Commercial Portfolio Manager
  • Equity Bank
  • Ponca, OK FULL_TIME
  • Position: Commercial Portfolio Manager
    Department: Loan Operations
    Location: Ponca City, OK (Downtown)
    Stats: Full-Time/Salary
    Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
    Summary: The Commercial Portfolio Manager (CPM) is responsible for the administrative management of the specific assigned lending relationships of commercial loans. The CPM will act as a resource to the Commercial Loan Officer for his/her accounts. The administrative management of the account includes ensuring that compliance and covenant information is up to date and complete within credit files and that there is active communication with the borrower to obtain such information. In addition, the CPM will assist in performing underwriting analysis of new or renewed credits, including the preparation of credit approval packets.
    Responsibilities and Expectations
    Primary Responsibilities:
    • Focus daily activities on ensuring information and credit files of all assigned borrowers are current and there is active communication with borrowers.
    • Maintain follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and updating loan files.
    • Assists in preparing and underwriting credit approval packets including new request, renewals and annual reviews within assigned portfolio.
    • Works closely with the Credit Department to ensure all assigned loan requests are processed in a timely manner.
    • Present Annual Reviews of assigned credits to Loan Committee.
    • Reviews loan documentation to ensure documents accurately reflect credit approval terms, perfect the bank’s security position and protect the bank’s rights and remedies.
    • Schedule and conduct timely site visits and inspections of collateral.
    • Assist in facilitating the closing of transactions.
    • Assist Commercial Lenders in managing past due and maturing loans.
    • Attends and participates in team meetings and required community/business related events.
    • Assist Commercial Lenders to ensure customers are being serviced as needed.
    • Perform other duties as assigned or required.
    • Regular and reliable attendance is required.
    Secondary Responsibilities
    • Assists with developing and strengthening existing commercial banking relationships through scheduled customer touches.
    • Assists with researching, preparation and execution of customer calls.
    • Assists with developing new sources of revenue within the existing portfolio by maintaining knowledge of commercial banking products and services and exploring cross selling opportunities.
    • Provide back up support for loan assistants from time to time.
    • The employee is responsible for understanding and following the applicable laws and regulations for their job responsibilities including, but not limited, to the Equity Bank Business Ethic and Conduct policy, the Bank Secrecy Act, Information Security policies and procedures, and Suspicious Activity reporting requirements.
    Required Skills & Education
    • Bachelor’s Degree in Accounting, Finance or related field (required)
    • 3 years credit analysis experience (required)
    • Previous experience in a portfolio management role (preferred)
    The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
    Who we are
    Equity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.

    At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.

    Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
    What’s in it for you?
    We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
    Benefits Available:
    • Health, Dental & Vision Insurance
    • Group Life & Long-Term Disability Insurance
    • Flexible Spending & Health Savings Accounts
    • Group Cancer Insurance
    • 401(K) Retirement Plan w/ Company Match
    • Generous Vacation & Sick Time
    • Employee Stock Purchase Plan (ESPP)
    • Pet Insurance
    • Retail Banking Benefits
    Find your future at Equity Bank!
    Physical Requirements
    This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 10 pounds on an occasional basis. Must be able to talk and listen to others. Frequently uses hands and fingers to handle or feel. Requires ability to see up close and distant, distinguish colors, peripheral vision, depth perception and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    Work Environment
    This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
    Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race or skin color, national origin or ethnicity, religious beliefs, age, sex, physical or mental ability.
  • 21 Days Ago
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Portfolio Manager Commercial Banking - OKC-Memorial
  • PROSPERITY BANK
  • Oklahoma, OK FULL_TIME
  • How to apply: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers and to find more job opportunities with our company.*A pre-employment credit check will ...
  • 1 Month Ago
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Manager
  • Panera Bread
  • Midwest, OK FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 20 Days Ago
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Manager
  • Panera Bread
  • Oklahoma, OK FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 20 Days Ago
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Manager
  • Panera Bread
  • Stillwater, OK FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 20 Days Ago
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Manager
  • Panera Bread
  • Moore, OK FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 20 Days Ago
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0 Portfolio Manager jobs found in Edmond, OK area

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Credit Analyst II/III
  • Tinker Federal Credit Union
  • Edmond, OK
  • Overview: Tinker Federal Credit Unions Business Services department has an immediate opening for a Credit Analyst II/III...
  • 4/29/2024 12:00:00 AM
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Senior Development Officer, Portfolio Manager
  • Venturewell
  • Oklahoma City, OK
  • The Senior Development Officer (SDO), Portfolio Manager partners with colleagues leading VentureWell programs to secure ...
  • 4/28/2024 12:00:00 AM
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Sr. Product Manager, Pharmaceutical Product Development and Portfolio Management - Nationwide
  • Cardinal Health
  • Oklahoma City, OK
  • At Cardinal Health, were developing the innovative products and services that make healthcare safer and more productive....
  • 4/28/2024 12:00:00 AM
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Sr. Program Manager - IT Infrastructure Delivery
  • Marriott
  • Oklahoma City, OK
  • Job Number 24041636Job Category Information TechnologyLocation Marriott International HQ, 7750 Wisconsin Avenue, Bethesd...
  • 4/28/2024 12:00:00 AM
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First In-house Chief Patent Counsel
  • Clevelcrossing
  • Oklahoma City, OK
  • CorporateSpecialty:BiotechDescription:First In-house Chief Patent Counsel. Set up, manage and run the patent department....
  • 4/28/2024 12:00:00 AM
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Country Marketing Head_MA
  • Robert Bosch Group
  • Oklahoma City, OK
  • Company Description Job Description - Defining and fine-tuning overall China marketing strategy according to Bosch globa...
  • 4/28/2024 12:00:00 AM
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VP, Finance
  • Digital Realty
  • Oklahoma City, OK
  • Position Title: Vice President, FinanceLocation: Austin, TX / Dallas, TX / New York, NY / London, UKThe roleThe Vice Pre...
  • 4/28/2024 12:00:00 AM
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Product Manager(Filter)_MA
  • Robert Bosch Group
  • Oklahoma City, OK
  • Company Description Job Description The Product Mangager (PM) is responsible for product strategy (positioning, long ter...
  • 4/28/2024 12:00:00 AM
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About Edmond, Oklahoma

Edmond is a city in Oklahoma County, Oklahoma, United States, and a part of the Oklahoma City metropolitan area in the central part of the state. As of the 2010 census, the population was 81,405, making it the sixth largest city in the state of Oklahoma. The city limits are located on the northern border of Oklahoma City. Three major highways connect Edmond to downtown Oklahoma City: U.S. Route 77 (the Broadway Extension), which runs through the center of Edmond, and Interstate 35, which runs along the eastern side. Public transportation is provided by Citylink Edmond bus service. Additional...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$104,576 to $144,952
Edmond, Oklahoma area prices
were up 1.2% from a year ago
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