First United Bank

Portfolio Manager

First United Bank • $70K — $95K *
Denton, TX 76210In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 1 week ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in portfolio management or related fields
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Proficient in financial modeling and analysis software
  • Bachelor's degree in Finance, Business, or a related field

Responsibilities

  • Manage a diverse portfolio of client accounts
  • Develop and implement investment strategies tailored to client needs
  • Monitor and analyze portfolio performance and market trends
  • Build and maintain strong client relationships
  • Collaborate with internal teams to enhance service delivery

Benefits

  • Opportunities for professional growth and development
  • Recognition as a top workplace in Oklahoma since 2009
  • Supportive and friendly team culture
  • Enhanced employee wellness programs
  • Flexible work environment options
Full Job Description
Job Title
Portfolio Manager

Job Description

Job Description

SUMMARY

Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
  • Acts as a key contact for commercial and consumer loan customers and services existing customers.
  • Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms.
  • Interacts with third parties to obtain information necessary to underwrite close and monitor loans.
  • Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines.
  • Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers.
  • Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions.
  • Monitors loan process to ensure full customer satisfaction.
  • Ensures that delinquency is maintained within the Bank's standard guidelines.
  • Keeps Loan Officers updated as to ongoing needs of customers.
  • Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines.


ADDITIONAL DUTIES AND RESONSIBILITIES
  • Handles customer complaints and escalates issues as needed.
  • Work to collect past dues within portfolio.
  • Maintain high level of integrity.
  • Recommends to supervisor possible methods to improve department.
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures.
  • Dresses professionally.
  • Other duties as assigned by supervisor
    EMPLOYEE SPECIFICATIONS
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    Education and Work Experience
  • Bachelor's degree in Business or Finance or an equivalent combination of education, training, or experience.
  • Two years of experience in financial services field. Consumer or commercial lending background preferred.
    Technical/Functional Competencies
  • Exceptional customer service skills.
  • Demonstrates good judgment, problem-solving, and decision making skills.
  • Ability and willingness to take the lead in development and completion of a wide range of projects.
  • Computer and Software proficiency.
  • Strong interpersonal skills and ability to work well with a wide range of people.
  • Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
  • Dependable and adheres to time lines and schedules.
    NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.


All Locations:
Denton-South

About First United Bank

First United Bank is a community bank that provides a range of financial services to individuals and businesses. The company was founded in 1900 and is headquartered in Ada, OK. First United Bank offers a variety of banking products, including checking and savings accounts, loans, and credit cards. The company also provides wealth management services, such as investment management and financial planning. First United Bank has a strong presence in Oklahoma and Texas, with over 70 locations in those states. The company is publicly traded and is listed on the NASDAQ stock exchange under the ticker symbol FUNC.
Learn more about First United Bank
Size
273 employees
Market Cap
$126 million
Industry
Finance & Insurance
Net Income
$14.2 million
Founded
1900
5 Year Trend
+4.9%
NASDAQ
FUNC
* Ladders Estimates

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