Commercial Portfolio Analyst

MidFirst Bank; Oklahoma City (OK); Sur place; USD 85 000 - 110 000; Plein temps

Résumé du poste

MidFirst Bank in Oklahoma City, Dallas, or Phoenix seeks a detail-oriented professional to oversee a diverse portfolio of construction loans and permanent loans. You will take full ownership from pre-closing due diligence through project completion, coordinating with loan officers, leadership, clients, and contractors.

The role emphasizes budget tracking, draw processing, site inspections, and compliance with loan agreements.

Qualifications

• Bachelor's degree in Accounting, Finance or Economics with a 3.25 GPA.
• 1-3 years of credit or lending experience, commercial underwriting, and/or construction administration.
• Detail oriented, excel in a deadline-driven environment, and be an independent problem solver.
• Strong working knowledge of MS Office products, with emphasis in Excel.
• Experience with construction lending and familiarity with construction terminology is preferred.
• Minimum of 3 years of relevant US based experience.

Responsabilités

• Manage all aspects of the construction loan process, including pre-closing plan and cost reviews, budget preparation, and ongoing budget tracking.
• Oversee and process monthly draw requests, ensuring timely and accurate funding disbursements.
• Coordinate and review site inspections to monitor project progress.
• Approve loan advances in accordance with loan agreements and credit approvals.
• Collaborate and communicate effectively with internal and external stakeholders including loan officers, senior Bank leadership, clients, developers, and contractors.
• Administer various processes related to the Bank’s portfolio of permanent loans, including TILC and Insurance Loss Claim Management.

Connaissances

Attention to detail

Deadline-driven

Independent problem solver

Communication

Formation

Bachelor's degree in Accounting, Finance or Economics with 3.25 GPA

Related work experience in lieu of degree

Outils

MS Excel

Description du poste

We are seeking a detail oriented and proactive professional to oversee a diverse portfolio of commercial real estate and construction loans. This role offers the opportunity to take full ownership of the construction loan lifecycle, from pre-closing due diligence through project completion.

Key Responsibilities:

• Manage all aspects of the construction loan process, including pre-closing plan and cost reviews, budget preparation, and ongoing budget tracking.
• Oversee and process monthly draw requests, ensuring timely and accurate funding disbursements.
• Coordinate and review site inspections to monitor project progress.
• Approve loan advances in accordance with loan agreements and credit approvals.
• Collaborate and communicate effectively with internal and external stakeholders including loan officers, senior Bank leadership, clients, developers, and contractors.
• Administer various processes related to the Bank’s portfolio of permanent loans, including TILC and Insurance Loss Claim Management.

This position is located in Oklahoma City, Phoenix Arizona or Dallas Texas

Requirements:

• The successful candidate will possess a Bachelor’s Degree in Accounting, Finance or Economics with a 3.25 GPA.
  • Commensurate related work experience will be considered in lieu of specific degree major requirement.
• 1-3 years of credit or lending experience, commercial underwriting, and/or construction administration experience
• Candidate must be detail oriented, excel in a deadline-driven environment, and be an independent problem solver.
• Strong working knowledge in MS Suite products, with emphasis in Excel
• Experience with construction lending and familiarity with construction terminology is preferred.
• Position requires a minimum of 3 years of relevant US based experience.

**To be considered candidates must reside in the Oklahoma City, Dallas (TX) or Pheonix (AZ)**

**Incomplete applications will not be considered**

Qualifications

Education

Required

Bachelors or better.

Preferred

Bachelors or better in Accounting.

Bachelors or better in Economics.

Bachelors or better in Finance.

Experience

Required

Strong working knowledge in MS Suite products, with emphasis in Excel

1-3 years:

credit or lending experience, commercial underwriting, and/or construction administration experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This 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.