"Alerted.org

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

Job Purpose & Scope

Responsible for managing a team of analysts and associates, and supporting lending efforts by performing the analysis, underwriting, origination, monitoring, and servicing of loans of varying degrees of complexity and specificity across the Corporate & Institutional Banking (CIB) division. Underwrites and reviews credit memorandums and ensures all due diligence is complete and accurate and in compliance with the policies and procedures of the CIB - portfolio management, underwriting, and operations units. Responsible for monitoring and maintaining credit relationships within the CIB division, and manages the Credit Analyst Training Program.

Essential Job Functions

+ Manages staff to include staffing, assigning and delegating work, scheduling, training, mentoring, and coaching. Conducts performance reviews and fosters a culture of accountability, collaboration, and continuous improvement.

+ Manages the Credit Analyst Training Program, including analyst development, scheduling, feedback, and performance tracking.

+ Leads analyst onboarding, maintaining pre-start engagement and ensuring readiness for the first day.

+ Coordinates meet-and-greets with vertical leaders and cross-functional teams to broaden analyst exposure across the bank.

+ Gathers and stores the quarterly credit analyst feedback forms for each rotating analyst, meeting with each to discuss performance to support skill development.

+ Manages pool work assignments for rotating analysts, coordinating with teams to allocate resources effectively.

+ Develops and maintains training materials, including the planning, scheduling, and execution of the final mock loan project for each rotating training class.

+ Creates and administers weekly quizzes to reinforce training and assess analyst progress.

+ Acts as a data steward, enforcing data rules, and responsible for relevant reporting (Policy and Collateral Exception, Reporting Exception, Annual Review List).

+ Develops and maintains credit spreading and risk documentation.

+ Develops and maintains procedures for underwriting systems, including documentation for new platforms.

+ Leads testing, enhancement, and implementation of the CIB CL platform, scorecards and future system upgrades.

+ Serves as a liaison between Credit, Underwriting, Portfolio Managers, and Systems team to resolve issues and improve workflows.

+ Develops and manages CIB dashboards, ensuring accurate data reporting and visibility for stakeholders.

+ Provides data support for Core/Booking systems.

Knowledge, Skills & Abilities

+ Comprehensive knowledge and understanding of finance and credit analysis.

+ Comprehensive knowledge of lending activities and terminology.

+ General knowledge of federal and state lending and compliance regulations.

+ Ability to demonstrate effective interpersonal, negotiation, and communication skills.

+ Ability to demonstrate effective leadership presence and credibility.

+ Ability to demonstrate strong business acumen and business development skills.

+ Ability to demonstrate critical thinking, analytical, and problem-solving skills.

+ Ability to work effectively and collaboratively across functional and organizational groups and build business relationships to achieve the desired objectives of the Bank.

+ Ability to develop and motivate staff to achieve team goals.

+ Ability to multitask, manage priorities, and work effectively within exacting deadlines.

+ Ability to demonstrate accuracy and thoroughness in work.

+ Ability to maintain confidentiality.

+ Ability to work without direct supervision.

+ Ability to work evenings and weekends as necessary.

+ Regularly exercises discretion and judgment in the performance of essential job functions.

+ Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Basic Qualifications

+ Bachelor’s degree in finance, accounting, business, economics, or job-related field, or commensurate work experience, required.

+ 3+ years of work experience in Commercial and/or Corporate Banking, required.

+ 1+ year of experience leading and mentoring a team, required.

+ Successful completion of a formal credit training program, preferred.

Job Expectations

O perate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#DNP

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.