Commercial Portfolio Manager II - Tulsa, OK

Busey Bank; Tulsa (OK); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank in Tulsa, OK seeks a Commercial Portfolio Manager to manage client relationships, analyze credit prospects, and support loan decisions. The role emphasizes maintaining compliant books, coordinating with credit teams, and leveraging a full suite of bank products.

Ideal candidates have strong credit fundamentals, 5+ years in banking/finance, and a track record in credit analysis or underwriting. Competitive compensation with benefits is offered.

Qualifications

• Strong understanding of credit fundamentals, loan structuring and monitoring.
• Needs-based sales and customer service skills.
• Strong oral and written communication skills.
• Knowledge of Microsoft Office.
• Gather pertinent information and make recommendations for considering new opportunities.
• Stay abreast of industry, market trends and information.
• Analyze and interpret numerical data.
• Perform duties with frequent interruptions and time pressures.

Responsibilities

• Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing.
• Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items.
• Prepare call plans and relationship reviews for individual and joint calls to prospects, clients, COIs.
• Identify and make referrals to other business lines and departments.
• Collaborate and communicate with internal/external clients regarding both sensitive and routine matters.
• External networking and community involvement.
• Make presentations on specific loans and participate in the bank’s loan approval process.
• Offer approval recommendation based on credit structure fundamentals.
• Grow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.
• Negotiate credit transactions.
• Service existing customer relationships to maximize profitability.

Skills

Credit fundamentals

Loan structuring

Monitoring

Bank policy

Compliance

Needs-based sales

Customer service

Oral and written communication

Microsoft Office

Financial analysis

Education

Accounting or Finance degree

Job description

Position Summary

The Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the credit and loan coordination teams. The Portfolio Manager supports the bank’s relationship management efforts through preliminary financial analyses needed to make credit decisions, contributes and provides input to the loan decision process based on evaluation of key factors.

Duties & Responsibilities

• Perform preliminary financial analysis, address industry risks, collateral requirements, loan structuring and pricing.


• Interact with customers independently to address routine and non-routine client servicing matters in addition to risk-related items.


• Prepare call plans and relationship reviews for individual and joint calls to prospects, clients, COIs.


• Identify and make referrals to other business lines and departments.


• Collaborate and communicate with internal/external clients regarding both sensitive and routine matters.


• External networking and community involvement.


• Make presentations on specific loans and participate in the bank’s loan approval process.


• Offer approval recommendation based on credit structure fundamentals.


• Grow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.


• Negotiate credit transactions.


• Service existing customer relationships to maximize profitability.

Education & Experience

Knowledge of: Strong understanding of credit fundamentals, loan structuring and monitoring, bank policy, and compliance
Needs based sales and customer service skills
Strong oral and written communication skills
Requires knowledge of Microsoft Office
Ability to: Gather pertinent information and make recommendations for considering new opportunities
Stay abreast of industry, market trends and information
Analyze and interpret numerical data
Perform duties with frequent interruptions and time pressures in highly interruptive conditions

Education and Training: Requires a 4-year college degree with an emphasis in Accounting or Finance. Requires 5 or more years of banking, finance or sales related experience. At least 3 years’ experience in credit analysis or underwriting preferred.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $100,000 - $130,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

• 401(k) match


• profit sharing


• employee stock purchase plan


• paid time off


• medical


• dental


• vision


• company-paid life insurance


• long-term disability


• supplemental voluntary life insurance


• short-term disability


• long-term disability


• wellness incentives


• employee assistance program


• pre-tax health savings accounts


• flexible spending accounts

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Agency Recruitment Policy

Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Locations and Remote Options

Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. We strive to place talent applicants in positions that fit both their skillset and career goals.

Team & Culture

As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth! Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.