United Community Bank

Manager

• Lead and manage the overall operations of the branch
• Mentor and develop branch staff to achieve sales and service goals
• Build strong customer relationships through exceptional service and community outreach
• Drive business developments efforts to grow the branch's customer base
• Ensure operational excellence and compliance with all banking regulations

Branch Manager

Operations

• Coordinate and monitor all stages of the loan closing process.
• Review and interpret third-party documents including appraisals, title work, flood determinations, and insurance.
• Ensure all underwriting conditions are met and documented before issuing a “clear to close.”
• Communicate with internal and external stakeholders including lenders, attorneys, title companies, and vendors.
• Prepare and review loan documentation for accuracy and compliance.
• Maintain accurate records and ensure timely follow-up to meet service level agreements.
• Support compliance with all regulatory and internal policy requirements.
• Provide exceptional customer service and foster a collaborative team environment.

Loan Ops Consumer Loan Closing Specialist I

Systems Engineer

• Designs, builds and maintains processes which extract and prepare data from disparate data sources using ETL tools, for loading to Finance System databases where necessary to support EPM tools.
• Provides timely updates to Finance System databases where applicable.
• Implements methods for reconciling Finance System databases to source system data and ensures data integrity.
• Establish, develop and maintain reporting from Accounting administered system tools.
• Identifies opportunities and implements procedures to automate and streamline existing data processes.
• Assists with the Finance System budget application as defined by the SLA with Management Reporting.
• Assist with the administration of Accounting’s system tools.
• Assists with monthly closing process where applicable.
• Supports M&A activity by assisting with GL mapping, daily data feed preparation and executing GL data integration to begin at legal close.
• Assist in maintaining documentation for financial management tools and processes developed internally.
• Support Accounting staff with training and knowledge transfer where applicable of EPM and related tools.
• Provide back up to the Finance Systems Administrator.
• Respond timely to all audit inquiries as assigned.
• Other duties as assigned.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.

Finance Systems Analyst II

• Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs
• Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership
• Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection
• Submit loan details to the internal Doc Prep team for closing documentation
• Engage with approved attorneys to prepare and/or close loan documents
• Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA
• Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval
• Provide final approval for closing once all conditions and due diligence requirements are satisfied
• Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking
• Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging
• Assist with initial loan disbursement at closing, acting as the second required signature
• Deliver exceptional service to internal and external clients with urgency and a positive attitude

Commercial Loan Closer

Customer Support

• Offer exceptional service to meet customer's financial needs and build lasting relationships with a proactive, solutions-focused approach
• Understand and communicate United's products and services, including account types, loan options, and investment products, to help customers make informed choices
• Actively recommend and sell products and services that match customer needs, contributing to United's growth and customer satisfaction
• Address and resolve customer concerns with professionalism and empathy, maintaining a high standard of customer care
• Assist with inquiries, disputes, debit card maintenance, and provide general support to your team to keep operations running smoothly
• Educate customers on option for managing transactions using technology and all other tools and resources available

Customer Service Representative

• Lead all aspects of local loan portfolio management, including annual reviews, covenant compliance, and collateral exceptions.
• Collaborate with senior leadership to maintain appropriate risk profiles.
• Manage and mentor a team of credit specialists, portfolio managers, and analysts.
• Oversee the preparation of credit memos, spreads, and related documentation.
• Participate in client calls, underwriting, credit presentations, and loan closings.
• Identify and mitigate credit risks through sound analysis and recommendations.
• Prepare commitment letters and review loan documentation.
• Support cross-sell initiatives and coach team members on relationship development.
• Assist lenders in prospecting and client engagement efforts.

Senior Portfolio Manager

Account Manager

• Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services and offering other bank services.
• Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners.
• Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking
• Direct and supervise the entire loan closing process to ensure adherence to company loan policies and procedures
• Provide guidance to credit analysts and/or portfolio managers
• Take a balanced approach to quality, profitability, and growth
• Advocate for your clients within the context of United Community's credit standards and current economic conditions
• Network with clients to identify avenues for new business opportunities

Commercial Relationship Manager

Sales

• Ensure smooth implementation of Treasury Management products and services.
• Collaborate with Treasury Officers to meet customer needs.
• Build strong relationships with corporate clients.
• Lead end-to-end implementation of customer solutions.
• Proactively resolve potential challenges before they affect clients.
• Maintain knowledge of Treasury Management Services for guidance.
• Meet service level agreements for implementation tasks and timelines.
• Ensure clear communication with clients for onboarding.
• Prepare and manage setup materials and agreements.
• Assist clients with hardware and software installation, training, and support.
• Serve as liaison during account analysis and provide backup support.

Treasury Sales Support Associate

Learning and Development

• Direct and manage Training Specialists, assigning projects and overseeing performance.
• Approve leave requests and ensure alignment with departmental budgets.
• Support the Director of Training with administrative and budget planning tasks.
• Align training programs with company values and strategic objectives.
• Identify and address training needs to reduce fraud and close support gaps.
• Collaborate with internal teams to design targeted training solutions.
• Develop training plans based on skill gaps, system updates, and regulatory changes.
• Oversee the execution of training programs across all regions.
• Ensure consistency and quality in training delivery and materials.
• Monitor training effectiveness and implement improvements.
• Use feedback and performance data to refine training strategies.
• Partner with leadership and subject matter experts to ensure training relevance.
• Serve on the Training Committee to plan and review annual training curriculums.
• Draft internal communications and manage departmental training resources.
• Facilitate two-way communication to support company-wide development needs.

Training Manager

• Own and manage all training programs for Branch Support Desk and Loan Support Desk, including new hire and ongoing development
• Partner with team leaders and managers to assess training needs and bridge skill gaps
• Create and deliver engaging training content through multiple channels
• Maintain and update policies, procedures, and training guides
• Track training effectiveness and recommend improvements
• Coordinate training events, calendars, and logistics for on-site and off-site sessions
• Support conversion and acquisition training as needed

Branch and Loan Support Training Specialist

Financial Planning and Analysis

• Lead the preparation, review, and filing of SEC reports (10-Q, 10-K, 11-K) with supporting documentation.
• Ensure data integrity by obtaining certifications from data providers and challenging inconsistencies.
• Research and implement new accounting pronouncements and disclosure requirements.
• Integrate acquired entities into the financial reporting process.
• Maintain SOX compliance and documentation.
• Support additional filings (8-K, Rule 425, proxy statements, registration statements).
• Maintain lease accounting records and support related journal entries and reporting.
• Contribute to special projects including acquisitions, policy drafting, process improvements, and automation initiatives.

Financial Reporting Manager

• Provide sales and administrative support to CRMs and other partners
• Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting
• Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes
• Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes
• Provide exceptional services and respond to internal and external customer requests
• Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings

United Community Bank

Branch Manager

Loan Ops Consumer Loan Closing Specialist I

Finance Systems Analyst II

Commercial Loan Closer

Customer Service Representative

Senior Portfolio Manager

Commercial Relationship Manager

Treasury Sales Support Associate

Training Manager

Branch and Loan Support Training Specialist

Financial Reporting Manager

Commercial Loan Operations Assistant – LOA

Senior Portfolio Manager

Commercial Relationship Manager

Commercial Loan Operations Assistant