Portfolio Manager III
About this role
Job DetailsJob Location: OKC-Broadway - Oklahoma City, OK 73103Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: Up to 25%Job Shift: DayJob Category: BankingThe Portfolio Manager III works in partnership with commercial lenders, market presidents, and leadership for the Bank’s commercial lending division. This position oversees and coordinates all aspects of a commercial loan portfolio, including underwriting, analysis, past dues, and exceptions. The Portfolio Manager III is expected to manage a portfolio of up to 200M.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Assists in underwriting of commercial loans and preparation of loan packages.
Ensures commercial loans comply with the Bank’s commercial lending policies.
Assists in timely gathering of appropriate financial data, monitoring, clearing of loan covenants, and loan exceptions.
Informs commercial lenders and senior management of financial trends within the commercial loan portfolio.
Manages assigned client relationships within the commercial banking loan portfolio.
Assists with monitoring of credit quality, financial analysis, loan extensions, and cross-selling of other Bank products.
Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department.
Performs all job functions in compliance with Bank policies, federal, state, and local laws, and all regulations applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
Non-Essential Functions: Performs other duties as assigned.QualificationsEDUCATION AND/OR EXPERIENCE
Bachelor’s degree in business, finance, economics, or accounting, or 3-5 years’ equivalent work experience, required.
7+ years’ experience in commercial lending, asset management, or commercial loan underwriting, required.
KNOWLEDGE, SKILLS, AND ABILITIES
Advanced knowledge of complex commercial loan structures.
Excellent verbal, written, and interpersonal communication skills.
Strong critical thinking and analysis skills.
Ability to organize and prioritize work and meet strict deadlines in a fast-paced environment.
Knowledge of Jack Henry, ABRIGO, and construction management software.
Proficient in Microsoft Office Suite.
Company at a glance
Founded in 1913 and headquartered in Oklahoma, Stride Bank, N.A. is a full-service financial institution managing over $4 billion in assets. We offer a comprehensive range of services including consumer and commercial banking, mortgage lending, wealth management, treasury management, and highly specialized payment solutions for national fintech clients.
While we continue to drive innovation and develop new financial solutions, we remain deeply committed to our community-banking roots in Oklahoma and beyond. Our branch network spans Enid, Tulsa, Oklahoma City, Bartlesville, Blackwell, Woodward, Mooreland (Oklahoma), and Salt Lake City (Utah).
At Stride Bank, our values guide everything we do:
We Challenge – We push boundaries, foster growth, and drive positive change through innovation and excellence.
We Build – We create lasting relationships and solutions that make a meaningful impact.
We Execute – We deliver results with precision, accountability, and efficiency.
We Care – We prioritize the well-being of our team, partners, customers, and communities.
We Protect – We safeguard the interests and assets of those we serve with integrity and commitment.
Stride Bank, N.A. Member FDIC. Equal Housing Lender.
Investment and insurance products offered through Stride Wealth Management are: Not FDIC Insured | Not Guaranteed by the Bank or its Affiliates | Not Deposits | Not Insured by Any Federal Government Agency | May Lose Value.
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