About the role

  • Portfolio Manager managing larger commercial credits at United Community Bank. Responsible for credit and sales support, analyzing financial statements, and assisting in the loan processes.

Responsibilities

  • Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
  • Provide credit and sales support to Commercial Lending.
  • Analyze complex financial statements and prepare credit analysis packages.
  • Serve as a secondary contact on client relationships.
  • Identify cross-sell opportunities with new and existing clients.
  • Assist in the loan process, including underwriting and closing.
  • Prepare commitment letters and review loan documents.
  • Assist lenders in their prospecting efforts.

Requirements

  • Bachelor’s Degree in finance or accounting preferred.
  • 5+ years of experience in commercial lending.
  • Proficient knowledge of credit policy, banking regulations, and loan documentation.
  • Ability to analyze complex financial statements and tax returns.
  • Strong interpersonal and communication skills.
  • Excellent organizational and time management skills.
  • Ability to work effectively within the company's credit culture.
  • Proficiency with in-house financial reporting applications, including Navigator.
  • Good mathematical, reading comprehension, and writing skills.

Benefits

  • Must be able to pass a criminal background & credit check

Job title

Portfolio Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job