Commercial Portfolio Lead — Credit & Client Relationships

Socket.dev; Oklahoma; On-site; USD 65,000 - 90,000; Full time

Job summary

Equity Bank is seeking a Commercial Portfolio Manager in Oklahoma City to oversee assigned commercial loan relationships, support underwriting, and ensure up-to-date credit documentation. You will liaise with borrowers and the Credit Department to keep files current and experienced staff ready for loan actions.

Key tasks include presenting annual reviews to Loan Committee, coordinating site visits, and aiding in loan closings.

Qualifications

• Bachelor’s degree required.
• Experience with banking products, services or operations.
• Strong attention to detail and accuracy.
• Preferred: degree in accounting or finance.
• 3+ years of credit analysis experience.
• Familiarity with the Oklahoma City market.
• Prior portfolio management or lending support experience is a plus.

Responsibilities

• Manage administrative aspects of assigned commercial loan relationships.
• Maintain active borrower communication and up-to-date credit files.
• Assist in underwriting analysis and credit approval packets.
• Coordinate with Credit Department to process loan requests promptly.
• Present annual reviews of credits to Loan Committee.
• Oversee site visits, collateral inspections, and closing support.
• Support lenders in managing past-due and maturing loans.

Skills

Attention to detail

Strong communication

Education

Bachelor’s Degree

Bachelor’s Degree in Accounting or Finance

Job description

Equity Bank is seeking a Commercial Portfolio Manager in Oklahoma City to oversee assigned commercial loan relationships, support underwriting, and ensure up-to-date credit documentation. You will liaise with borrowers and the Credit Department to keep files current and experienced staff ready for loan actions.

Key tasks include presenting annual reviews to Loan Committee, coordinating site visits, and aiding in loan closings.