Private Banking Portfolio Manager
Company: CrossFirst Bank
Location: Tulsa
Posted on: June 24, 2022
Job Description:
Overview
The Private Banking Portfolio Manager effectively manages the
existing as well as a prospective Private Client portfolio of
personal and commercial loan relationships.
Responsibilities
- Analyze, synthesize, and communicate effectively, complex
financial data.
- Assist the Banker and Underwriter in the Level of Interest
process and presentation.
- Input and manage loan opportunities in Salesforce, monitoring
activity from input through execution.
- Lead weekly sales pipeline calls with Managing Director,
Private Bankers, Credit Support and Loan Assistants
- Post loan execution ensure that all covenants and financial
reporting requirements have been input in the collateral tracking
system correctly; verify any required covenant language is the same
as in the loan approval / loan agreement.
- Provide quality control of executed loans, checking internal
systems to insure loans are booked with the correct rate, maturity,
officer, etc.
- Oversee the monitoring of Private Banking portfolio, including
tracking and testing loan/financial covenants and assist in the
clearing of exceptions.
- Oversee the monitoring of renewals and maturities as well as
gather updated documents from clients.
- Maximize Bank profitability through appropriate pricing of
loans, generating fee income and cross-selling of all Bank products
and services.
- Order inspections, review /budget, administer draw and funding
process for Private Banking commercial and residential construction
loans.
- Assist the Banker with negotiation of terms and loan structure
based on risk considerations, and present credits for approval
according to the Bank's Loan Policy.
- Ensure all loans adhere to the credit/financial requirements
for quality and compliance as determined by the Bank's Loan
Policy.
- Assist Banker with any Problem Loan Reports with an active
participation in presentation of the reports in monthly Special
Asset Committee meetings.
- Support the Bank's strong Relationship Banking culture through
on-going client contact, providing extraordinary service and
superior product knowledge.
- Demonstrate knowledge of all bank products.
- Interact with internal and external clients while providing
extraordinary service.
- Develop and maintain trusted, positive relationships with
employees, clients and vendors.
- Represent the Bank and the Private Banking team in a highly
professional manner.
- Complete job assignments in a professional, timely and
efficient manner; organize and prioritize work.
- Maintain confidentiality; adhere to CrossFirst Bank policies
and procedures; comply with laws, regulations, and industry best
practices.
Qualifications
- Demonstrated success working in a high performing commercial
bank with a focus on Private Banking.
- Knowledge of Private Banking loan and deposit products and
services.
- Demonstrated success building relationships, strategic
partners, and developing business with high net worth clients.
- Experience in consumer and commercial lending including but not
limited to: Residential Mortgages, Construction Lending, Personal
Secured / Unsecured Lines of Credit, Commercial Real Estate (across
all asset classes), C & I Finance, Specialized Lending
(aircraft/art/maritime) etc.
- Strong financial analysis and credit underwriting skills.
- Ability to analyze and understand personal financial
statements, company balance sheet & income statements, personal and
corporate tax returns.
- Proficient in Microsoft Applications, Outlook, Word and Excel
is a must.
- Bachelor's degree in Accounting or Finance is preferred or
equivalent work experience.
- Advanced degree or bank specific continuing education
preferred. CrossFirst Bank is proud to be an Equal Opportunity
Employer. CrossFirst Bank does not accept unsolicited resumes from
search firms or agencies. Any resume submitted to any employee of
CrossFirst Bank without an authorized search agreement will be
considered unsolicited and the property of CrossFirst Bank. We
respectfully request no phone calls or emails.
Keywords: CrossFirst Bank, Tulsa , Private Banking Portfolio Manager, Accounting, Auditing , Tulsa, Oklahoma
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