Commercial Portfolio Manager
SouthState Bank
full-time
Posted on:
Location Type: Office
Location: Georgetown • Texas • United States
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About the role
- Supports the commercial loan and deposit portfolio of Relationship Managers providing quality underwriting, sound portfolio management, and superior client service.
- Analyzes financial information to evaluate credit worthiness of loan requests and manage ongoing portfolio activities.
- Completes industry research and compiles commercial loan packages ensuring accuracy.
- Guides loan requests through Credit Approval Process ensuring compliance with regulations and Bank policies.
- Monitors and services large commercial loan portfolios, manages risk grading, and assists Relationship Managers in credit presentations.
Requirements
- Four-year degree in Business Administration, Finance, Accounting or related field
- Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market.
- Familiarity with loan structuring and loan documentation is required.
- Knowledge in accounting and lending principles, as well as excellent oral and written communication skills.
- Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.
Benefits
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysisportfolio managementunderwritingloan structuringloan documentationfinancial analysisrisk gradingcomplianceaccounting principleslending principles
Soft Skills
client servicecommunication skillsanalytical skillsorganizational skills