First Liberty Bank Loan Portfolio Manager

First Liberty Bank - Oklahoma City, OK

Full-time - Mid Level

Oklahoma City, OK

Credit Intermediation and Related Activities

About the position

The Loan Portfolio Manager at First Liberty Bank is responsible for the day-to-day management of commercial and consumer loan portfolios. This role involves working closely with loan officers, attending client meetings, and ensuring compliance with banking regulations. The position requires strong communication and organizational skills to effectively manage loan requests and customer interactions.

Responsibilities

• Attend new client meetings as requested with loan officer.
• Provide required disclosures at application on real estate and consumer loans.
• Assist officer with the collection of government monitoring information on all HMDA related loan requests.
• Gather initial information on new loan requests, such as entity documents, customer identification, contact information, financials, tax returns and collateral descriptions.
• Verify information utilizing online databases including the county clerk, tax assessor, credit bureau, and others as applicable.
• Order appraisal, title work, flood certifications and other vendor services as applicable.
• Write detailed credit memos for new loan requests and renewals.
• Work with credit analyst to complete the loan proposal and facilitate the approval process through loan officer, loan committee, or board loan committee.
• Schedule loan closings and attend in the loan officer's place as needed.
• Contact current customers to clear exceptions after loans are booked.
• Work coming due loans 60-90 days in advance.
• Complete two online tests a month on banking regulations.
• Be available to answer customer correspondence or take a phone call after hours from time-to-time.
• Other responsibilities and duties as assigned.

Requirements

• Professional and polished demeanor.
• Excellent verbal and written communication skills.
• Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results.
• Intermediate Microsoft Office skills: Outlook, PowerPoint, Word and Excel.
• Advanced understanding of credit reports, customer prepared financial statements, and tax returns.
• Understand and adhere to strict confidentiality rules and regulations regarding customer information.

Nice-to-haves

• Five years loan experience, preferably in a credit analyst or administrative role.
• A degree in Finance, Accounting, Business, or Marketing or equivalent experience.