What are the responsibilities and job description for the Private Banking Portfolio Manager position at MidFirst Bank - Default?
This position involves working with the Relationship Manager in the development of new client relationship opportunities from
initial phases through onboarding of the client. It also includes portfolio/relationship management and support/customer service for existing client relationships. The position also includes working with underwriting for structuring credit on new opportunities. This role is responsible for credit support, reviewing loan documents, serving basic customer needs for loans and treasury
management, construction loan monitoring, and day-to-day portfolio management.
The successful candidate will possess a Bachelor's degree and a minimum of 3-5 years of related banking, credit, or accounting/finance experience. Candidates must possess strong customer service, writing and analytical skills.