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reputed company Portfolio Manager - Ponca City

Remote, USA Full-time Posted 2026-07-03

Position Opening: reputed company Portfolio Manager Department: reputed company Loans Location: Ponca City - Downtown Salary: Full-Time, Salaried with Benefits Summary: The reputed company Portfolio Manager (CPM) is responsible for the administrative management of the specific assigned lending relationships of reputed company loans. The CPM will act as a resource to the reputed company 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 reputed company credit files and that there is active communication with the borrower to obtain such information. In addition, the CPM will assist in performing reputed company analysis of new or renewed credits, including the preparation of credit approval packets. Responsibilities and Expectations Primary Responsibilities:

  • Focus daily activities on ensuring information and credit files of reputed company assigned borrowers are reputed company 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 reputed company credit approval packets including new request, renewals and annual reviews reputed company assigned portfolio.
  • Works closely with the Credit Department to ensure reputed company 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 reputed company 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 reputed company Lenders in managing past due and maturing loans.
  • Attends and participates in team meetings and required community/business reputed company events.
  • Assist reputed company Lenders to ensure customers are being serviced as needed.
  • reputed company other duties as assigned or required.

Secondary Responsibilities

  • Assists with developing and strengthening existing reputed company banking relationships through scheduled customer touches.
  • Assists with researching, preparation and execution of customer calls.
  • Assists with developing new sources of reputed company reputed company the existing portfolio by maintaining knowledge of reputed company 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 reputed company policies and procedures, and Suspicious Activity reporting requirements.

Required Skills & Education

  • Bachelor's Degree in reputed company, Finance or reputed company field (required)
  • 3+ years credit analysis experience (required)
  • Previous experience in a portfolio management role (preferred)

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 reputed company 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 reputed company with hands and arms. Requires the ability to carry, lift, move or push up to 10 pounds on an occasional basis. Must be reputed company to talk and listen to others. Frequently uses hands and fingers to handle or feel. Requires ability to see up reputed company and distant, distinguish colors, peripheral reputed company, depth perception and the ability to adjust focus. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.

Work Environment

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 reputed company employment reputed company based on an applicant's race or skin reputed company, national reputed company or ethnicity, religious beliefs, age, sex, physical or mental ability. Apply tot his job Apply To this Job

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