Portfolio Manager II (Finance)

TL;DR

Portfolio Manager II (Finance): Managing and growing a commercial loan portfolio with an accent on asset quality assessment, credit risk analysis, and client relationship management. Focus on evaluating borrower financial performance, conducting stress testing, and ensuring compliance with bank credit policies.

Location: Must be based in or able to work onsite in Tulsa, OK or Dallas, TX

Company

hirify.global is a stable and financially strong banking organization committed to professional development and long-term career growth.

What you will do

• Monitor and assess credit profiles of assigned customers to ensure ongoing asset quality.
• Partner with Relationship Managers to support loan portfolio growth and manage customer relationships.
• Conduct regular reviews of borrower financial statements, pro forma statements, and stress testing.
• Identify and capture cross-sell opportunities for loan and bank products to enhance profitability.
• Ensure timely completion of renewals, extensions, and annual reviews.
• Present proposed credit actions in written analysis and verbally to Senior Credit Officers.

Requirements

• Bachelor’s degree required.
• 5-7 years of Credit Analysis or Credit products underwriting experience (or 10+ years of equivalent work experience).
• Extensive knowledge of credit principles, lending functions, and loan documentation.
• Demonstrated knowledge of intermediate accounting theory, including GAAP and cash/accrual accounting.
• Advanced PC and spreadsheet software skills.
• Must be authorized to work in the United States.

Culture & Benefits

• Stable organization with a focus on long-term career development.
• Comprehensive training and professional development programs.
• Commitment to equal employment opportunity and inclusive workplace values.
• Performance-based bonus plan.