Regional Sales Consultant, Hybrid Wholesaler
Hamilton Lane
Credit Portfolio Manager
SouthState Bank
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide leadership and oversight for all Credit Portfolio Analysts
- Assist the Director of Credit Portfolio Analysts in preparing performance reviews
- Deliver training and mentoring to Credit Portfolio Analysts, Commercial Credit Analysts, and Commercial Associates/Interns
- Facilitate in-person training and coordinate with third-party vendors for training
- Develop and update training materials and programs and conduct assessments of their effectiveness
- Provide one-on-one coaching and feedback to enhance analyst skills and performance
- Collaborate with other departments to align training with organizational goals
- Organize and lead workshops, seminars, and other training events
- Maintain detailed records of training activities and participant progress
- Assist in development and implementation of career development plans for Credit Portfolio Analysts
- Ensure compliance with regulatory requirements and company policies in training programs
- Undertake special projects as assigned by senior credit leadership
- Work independently with minimal supervision and ensure timely, accurate completion of work
- Foster a constructive workplace environment and support the Credit Administration team
- Engage in community-related activities and participate in bank meetings, events, and training sessions
- Ensure strict adherence to the Bank's policies, procedures, code of conduct, and regulatory guidelines
- Support colleagues through effective and positive interactions and pursue continuous professional development
Requirements
- Bachelor’s degree in business, finance, or accounting recommended
- Finance/accounting related work experience of at least six years in lieu of a college degree in business, finance, and accounting
- Work as a manager on the Credit Administration Team for a minimum of three years
- A minimum of five years of training or mentoring experience
- Knowledge of personal computer, Windows and Microsoft software applications
- Ability to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday
- Constant use of hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
- Ability to hear and communicate with coworkers and customers throughout the day
- May need to lift to 25 pounds one to two times a day
- Position may require regular before/after normal business hours, or regular out-of-town travel
- New Employee Orientation and Annual Compliance Training required
- Various additional trainings as directed by the Director of Commercial Credit Analysts
