Commercial Portfolio Manager - OKC (Western)

Equity Bank; Oklahoma City (OK); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Life Insurance

HSA

Cancer Insurance

401k

Vacation

ESPP

Pet Insurance

Job summary

Equity Bank in Oklahoma City is seeking a Commercial Portfolio Manager to oversee assigned lending relationships, support underwriting, and help manage credit approvals and annual reviews. You’ll collaborate with Lenders and the Credit Department to ensure accurate files and timely processing.

The role requires a Bachelor’s Degree with 3+ years in credit analysis, preferably in banking, and familiarity with the Oklahoma City market. Join a team focused on growth and client service.

Qualifications

• Bachelor’s Degree in a banking or related field.
• Experience with banking products, services and operations.
• Strong attention to detail.
• Preferred: Degree in Accounting, Finance or related field.
• 3+ years credit analysis experience.
• Familiarity with the Oklahoma City market.
• Experience in portfolio management or loan-related roles.

Responsibilities

• Ensure information and credit files are current for assigned borrowers.
• Maintain timely communication with borrowers for loan monitoring.
• Assist in underwriting credit approval packets and renewals.
• Coordinate with Credit Department for timely loan processing.
• Present Annual Reviews of assigned credits to Loan Committee.
• Review documents to reflect credit terms and security position.
• Schedule site visits and collateral inspections; assist closings.
• Assist lenders in managing past due and maturing loans.
• Attend team meetings and community/business events.
• Ensure customers are serviced as needed.

Skills

Banking experience

Attention to detail

Credit analysis

Education

Bachelor’s Degree

Accounting, Finance or related field

Job description

Fast forward with Equity Bank. Scroll down to see opportunities to join our team.

We’re not your typical bank. Spend some time inside our walls and you’ll see that pretty quickly. We challenge the status quo. We take risks. We think entrepreneurially. We also have fun. Because at the end of the day, we want our employees to enjoy coming to work and be proud of the company they call their employer.

There’s no limit to your potential here. Your career growth is dictated by what you put into it. We offer opportunities to challenge you, expand your skills, and reward your contributions. Here, we offer competitive compensation and benefits, and a working environment that’s tough to beat.

We want passionate, customer-focused people, willing to learn and motivated to grow. Are you ready to join our team?

Join our team.

See our current open positions.

Location: Oklahoma City, OK

Job Id:4549

# of Openings:1

Department: Commercial Loans

Location: Oklahoma City (Western)

Job Type: 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

Key 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

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

Requirements

• Bachelor’s Degree
• Previous banking experience with knowledge of banking products, services and/or operations experience
• Strong attention to detail

Preferred

• Bachelor’s Degree in Accounting, Finance or related field
• Junior lending experience
• 3+ years credit analysis experience
• Familiarity with the Oklahoma City market
• Previous experience in a portfolio management role, loan assistant, consumer lending

Who We Are

Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with 80 bank offices throughout Kansas, Nebraska, 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:

• 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

Find your future at Equity Bank!

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.

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 25 pounds on an occasional basis. Must be able to talk and listen to others.

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, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Equity Bank is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions.

Named one of Wichita Business Journal’s “Best Places to Work” in 2013, 2014, 2019, 2021, 2022, 2024 & 2025– results determined by our employees!