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Portfolio Specialist II

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Alabama (USA), United States

Offer summary

Qualifications:

3-5 years experience in commercial lending, Strong knowledge of credit policy and banking regulations, Bachelor's degree in finance or accounting preferred, Excellent communication abilities.

Key responsabilities:

  • Manage loan portfolios with Relationship Managers
  • Participate in loan processes and prepare credit packages
  • Coordinate with Credit Analysts for documentation
  • Serve as secondary contact for clients and identify cross-sell opportunities
  • Analyze financial statements for credit recommendations
United Community logo
United Community Banking Large https://www.ucbi.com
1001 - 5000 Employees
About United Community
Since 1950, United Community has provided best-in-class service to our customers as the foundation of every relationship. As a top 100 US financial institution, we are committed to improving our customers' financial health and well-being and the communities we serve. We provide a full range of banking, wealth management, and mortgage services to fit your unique needs, with more than 200 banking locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. As of December 31, 2023, we had $27.2 billion in assets and 207 offices across the United States, a national SBA lending franchise, and a national equipment financing subsidiary. We are proud to have won several awards for our service, including nine J.D. Power awards that ranked us #1 in customer satisfaction with consumer banking in the Southeast. Forbes has recognized our bank for its excellence in banking services. We were included in Forbes' inaugural list of the World's Best Banks in 2019 and have been featured on the list again in 2020, 2022, and 2023. Additionally, we have been consistently recognized as one of the 100 Best Banks in America by Forbes every year since 2014. In 2023, Coalition Greenwich awarded us 15 Excellence and Best Brand Awards with national honors for Overall Satisfaction in small business and middle market banking. We were also recognized in 2023 by Newsweek as one of the Most Trusted Companies in America. We are honored to be recognized as a great workplace, too. We were named by American Banker as one of the "Best Banks to Work For" for the seventh consecutive year in 2023. In 2020, we were designated one of the Top Workplaces in South Carolina (Greenville Business Magazine) and Atlanta (Atlanta Journal-Constitution). We are an Equal Housing Lender and a Member FDIC. If you want a better banking experience, visit your local United Community today, and for more information about our products and services, please visit ucbi.com.
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Job description

Portfolio Specialist II

United Community is in search of a Portfolio Specialist II to join our team. As a Portfolio Specialist II, you will provide crucial credit and sales support to commercial banking Relationship Managers. Your role involves managing loan portfolios, participating in the loan process, and preparing credit analysis packages. Additionally, you will identify cross-sell opportunities and assist lenders in their prospecting efforts.

What You'll Do:

  • Manage Loan Portfolios: Collaborate with Relationship Managers to oversee all aspects of the local loan portfolio, including annual reviews and covenant compliance.
  • Participate in Loan Processes: Engage in joint calling, underwriting, and preparing credit approval packages.
  • Coordinate with Analysts: Work with Credit Analysts to prepare necessary documents like LARs and credit memos.
  • Client Relationship Management: Serve as a secondary contact and identify cross-sell opportunities with clients.
  • Financial Analysis: Analyze and interpret complex financial statements and tax returns to make sound credit recommendations.

What We're Looking For:

  • Required Skills/Experience: 
    • 3–5 years’ experience in commercial lending
    • Strong knowledge of credit policy, banking regulations, and loan documentation.
  • Preferred Skills/Experience: 
    1. Bachelor’s degree in finance or accounting preferred.
    2. Excellent interpersonal, verbal, and written communication abilities.
    3. Strong time management and the ability to prioritize tasks independently.

 

Conditions of Employment:

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

 

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Loan DocumentationCredit AnalysisCommercial LendingFinancial AnalysisCredit ControlBank RegulationsFinanceAccounting

Other Skills

  • Time Management
  • Communication
Are you interested?

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