Private Banking Portfolio Manager
Private Banking Portfolio Manager
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Job Description
Job Details
Description
Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham AL! We are looking for a fulltime Private Banking Portfolio Manager that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below and more importantly be able to demonstrate that they live by Oakworth Core Values (Golden Rule Character Innovative Spirit Professionalism Work Ethic).
Responsibilities and Duties:
This role will have responsibility for daily management of all aspects of assigned portfolios and will work in tandem with the Client Advisors to ensure optimum client service. This role is responsible for a variety of tasks including those listed below:
Key Roles/Responsibilities:
- Collaborate with appropriate parties to manage loan closing process
- Collaborate with appropriate parties to manage loan renewal process
- Coordinate advances on lines of credit
- Keep client files current and accurate
- Provide exceptional service to client and associates
Responsibility Details:
- Collaborate with appropriate parties on closing checklist items;
- Manage the ordering and receipt of survey appraisal title for real estate loans.
- Request and collect business entity documentation.
- Using independent discretion and judgement will manage the renewal process with appropriate parties
- Timely submission of financial information from Client Advisors
- Expediting the underwriting process.
- Collect post approval items for Loan Operations.
- Monitor the matured loan report to prevent past dues.
- Coordinate construction draw request with Credit inspection and title date downs.
- Coordinate guidance lines of credit draws and supporting financial requirements.
- Occasionally travel to local clients to help deliver or collect business documents.
- Clear exceptions for Loan Operations.
- As appropriate may occasionally accompany Client Advisors on appointments as needed.
- Timely collection of financial information to ensure correct and uptodate client files.
- Partners with risk management to gather information needed for ABL monitoring and covenant testing as needed.
Qualifications and Skills:
- Bachelors degree (B. A.) or equivalent; or one to three years related experience and/or training; or equivalent combination of education and experience.
- Experience with a Client Relationship Management (CRM) system and Horizon (or other core banking system) preferred
- Proficiency in Microsoft Office suite is required
- Excellent Communication Skills verbal written listening
- Team focused (collaborative works well with others supports team goals)
- Acute attention to detail
- Organizational skills
- Ability to utilize technology resources
- High level of professionalism with confidential and sensitive information
Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique visit
If you are interested in this excellent opportunity please send your resume to .
Required Experience:
Manager
Employment Type
Full-Time
