Private Banking Portfolio Manager

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!  We are looking for a full-time Private Banking Portfolio Manager that will play a vital role in supporting our current & future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Responsibilities and Duties:
This role will have responsibility for daily management of all aspects of assigned portfolios and will work in tandem with the Client Advisors to ensure optimum client service.  This role is responsible for a variety of tasks including those listed below: 

Key Roles/Responsibilities:

• Collaborate with appropriate parties to manage loan closing process
• Collaborate with appropriate parties to manage loan renewal process
• Coordinate advances on lines of credit
• Keep client files current and accurate
• Provide exceptional service to client and associates

Responsibility Details:

• Collaborate with appropriate parties on closing checklist items;
  • Manage the ordering and receipt of survey, appraisal, title, for real estate loans.
  • Request and collect business entity documentation.
• Using independent discretion and judgement will manage the renewal process with appropriate parties
  • Timely submission of financial information from Client Advisors
  • Expediting the underwriting process.
  • Collect post approval items for Loan Operations.
  • Monitor the matured loan report to prevent past dues.
• Coordinate construction draw request with Credit, inspection and title date downs.
• Coordinate guidance lines of credit draws and supporting financial requirements.
• Occasionally travel to local clients to help deliver or collect business documents.
• Clear exceptions for Loan Operations.
• As appropriate, may occasionally accompany Client Advisors on appointments as needed.
• Timely collection of financial information to ensure correct and up-to-date client files.
• Partners with risk management to gather information needed for ABL monitoring and covenant testing as needed.

Qualifications and Skills:

• Bachelor's degree (B. A.) or equivalent; or one to three years related experience and/or training; or equivalent combination of education and experience.
• Experience with a Client Relationship Management (CRM) system and Horizon (or other core banking system) preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Acute attention to detail