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The Commercial Portfolio Manager ("Portfolio Manager") is primarily responsible for assisting the Director of Underwriting in managing Oak Street's portfolio in adherence to Bank policies and procedures and in accordance with sound risk management practices at all times. Responsibilities of portfolio management include in person client meetings, analysis and evaluation of client's financial and collateral performance, adherence to all aspects of the Bank's loan documentation and credit approval conditions and preparation and active participation in portfolio reviews less than $3.0 million in commitments. Portfolio managers gather, analyze, and understand financial statements and other documents to evaluate the risk of portfolio. They perform qualitative and quantitative analysis and develops narrative for submission to credit and are key members of the deal team in achieving the Bank's goals of continued portfolio growth along with prudent risk management.
Essential Functions/Responsibilities
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