Middle Market Portfolio Manager I
SouthState Bank
full-time
Posted on:
Location Type: Office
Location: Atlanta • United States
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About the role
- Analyzes financial information to evaluate the credit worthiness of new loan requests.
- Completes industry research, as needed, supporting existing and new Customers to the Bank.
- Writes and constructs commercial loan packages ensuring completeness and accuracy of information provided.
- Guides the loan request through the Credit Approval Process.
- Monitors and services the loan portfolios of the supported Relationship Managers through quality portfolio management work.
Requirements
- Education: Four-year degree in Business Administration, Finance, Accounting or related field; Masters in Business Administration is preferred.
- Experience: Minimum of 8 years of experience in credit analysis, commercial and industrial/Middle Market banking, with at least 5 years of specific Large Corporate portfolio management underwriting experience.
- Familiarity with loan structuring and loan documentation is required.
- Experience working in syndicated loan transactions, private equity owned borrowers, M&A financing and recapitalization transactions is preferred.
- Knowledge in accounting and lending principles, as well as excellent verbal and written communication skills.
- Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.
Benefits
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysiscommercial loan packagingportfolio managementloan structuringloan documentationsyndicated loan transactionsM&A financingrecapitalization transactionsaccounting principleslending principles
Soft Skills
verbal communicationwritten communication