United Community Bank

Marketing

• Manage the office of the Mortgage President—serving as administrator, secretary, and receptionist.
• Maintain the President’s calendar, coordinate meetings, and ensure participants have agendas and materials.
• Lead ongoing maintenance and support of Total Expert and email/mobile marketing systems.
• Advance and maintain enterprise ‑ wide CRM capabilities; assist with testing prior to deployments.
• Manage user access and integrations; uphold corporate security, Vendor Management, and Change Management policies.
• Collaborate with sales partners and product teams to develop marketing materials and campaigns.
• Support mortgage loan originator recruiting—messaging, contact strategies, collateral, advertising.

Mortgage Marketing Coordinator

Executive Assistant

• Manage and optimize the Market President’s calendar, including scheduling meetings, appointments, and travel
• Serve as the primary point of contact for internal and external communications
• Draft, edit, and respond to correspondence on behalf of the Market President
• Prepare meeting agendas, presentations, and reports
• Maintain confidentiality in all communications and documentation
• Order and manage office supplies and purchasing needs
• Coordinate logistics for meetings and events
• Screen and direct phone calls and visitors professionally
• Assemble, verify, and maintain loan documentation for the Market President
• Assist loan customers with document completion and ensure accuracy
• Order appraisals, credit reports, and background/reference checks
• Respond to inquiries regarding loan status and documentation

Executive Assistant II

Manager

• Develop strategies for maintaining and further penetrating existing accounts
• Execute strategies with calls, visits, needs assessments, customer qualification, and follow-up to maintain, enhance, and expand customer relationships
• Respond promptly to customer issues, questions, and concerns
• Analyze financial statements
• Make financing proposals and negotiate terms and conditions for loans, leases, etc.
• Actively cross-sell bank products
• Interact with loan review
• Exercise strong credit and pricing skills, making recommendations for credits above assigned authority and decisions for credits within assigned authority
• Maintain community involvement
• Sponsor loan requests through the appropriate credit approval process
• Maintain and build account profitability with assigned clients by providing core banking products and services
• Manage administrative tasks, including credit analysis and processing
• May be asked to fill other credit roles as needed by the immediate supervisor
• Perform quarterly check-ins along with an effective management plan consisting of goals for staff

Commercial Lending Division 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

Learning and Development

• Conduct training for retail new hires, systems, platforms, procedure/process changes, and new project-related needs.
• Ensure all training materials reflect the company culture and values.
• Identify skill gaps and develop programs to bridge them, working closely with hiring managers, in-branch guides, Regional Managers, and Subject Matter Experts.
• Develop and manage training criteria, programs, and initiatives through various methods suitable for the topic and audience.
• Partner with other departments to provide training and track progress through surveys to ensure effectiveness.
• Keep training materials, procedures, and custom LMS courses updated and relevant.
• Assist with budget recommendations for new training initiatives and manage expenses to align with the approved budget.
• Provide backup support for the LMS system, write internal communications, and maintain departmental websites.
• Plan and manage on and off-site meetings for training initiatives and assist with conversion and acquisition training as needed.
• Inform new hires about training schedules and assess their progress, communicating developmental needs to hiring managers.

Training Specialist

Operations

• Deliver efficient, accurate, and high-quality service while maintaining strong customer relations both internally and externally.
• Handle new and replacement debit card orders using multiple computer system applications.
• Perform maintenance functions on existing debit card accounts and address transaction approval or denial questions.
• Review and correct rejected debit card orders, monthly re-issue reports, and lost/stolen debit card reports.
• Log and maintain all returned mail for debit cards and identify debit cards to be closed from daily closed account reports.
• Respond to Debit Card/ATM/ITM inquiries via email or telephone, and provide ongoing support for instant issue debit cards, Card Controls application, and Mobile Wallets.
• Monitor ATM/ITM status using multiple computer system applications and submit technician service calls when necessary.
• Become cross-trained in all department functions to ensure comprehensive support.

ATM and Card Operations Specialist

• 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 growt the branch's customer base
• Ensur operational excellence and compliance with all banking regulations

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 supervisor 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

• 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

Commercial Loan Operations Assistant

Risk

• Support prioritized portfolio of enterprise data-related projects related to Data Governance.
• Serve as a liaison between Business and Functional areas and technology to ensure data-related business requirements for protecting sensitive data are clearly defined and understood.
• Act as the point of contact for interaction with data stewards, subject matter experts, IT, and the Chief Data Officer’s teams to address data concerns.
• Partner with Data Stewards and Subject Matter Experts to define and maintain data definitions and expectations.
• Provide guidance on data definitions, taxonomy, and identification of reference data.
• Educate stakeholders on Data Governance policies, procedures, and framework.
• Act as Product Owner for Data Governance software (e.g., business glossary and lineage tools).
• Coordinate business interests and collaborate with cross-functional teams in developing Data Governance and Data Management solutions.
• Develop and maintain an inventory of information maps, including authoritative systems and owners.
• Define indicators of performance and quality metrics and ensure compliance with data-related policies and standards.
• Lead resources from Business, Functional areas, and IT to achieve objectives and resolve escalated issues.
• Coordinate data sources to eliminate redundancy and streamline expenses.
• Participate in designing and developing training programs for data producers and consumers.

Data Governance Analyst

Financial Planning and Analysis

• Assist in the preparation of financial forecasts and plans.
• Develop reports and analysis from forecast and other systems.
• Maintain database extracts and related analysis from general ledger, leasing, and forecast systems.
• Manage expense allocation methodologies and processes.
• Prepare analyses for corporate strategic initiatives.
• Prepare business unit or segment profitability analysis.
• Support preparation, reconciliation, and distribution of responsibility reports.
• Perform ad hoc analysis accurately and timely.

Financial Analyst II

Sales

• Assist Team Manager and BDOs with collection and input of information to accelerate the sales process
• Become familiar with SBA credit policy and other Bank policies and procedures
• Provide frequent communication to all parties involved in transactions in a positive and organized manner
• Help manage the sales process to ensure loan requests are reviewed efficiently and customers receive timely answers
• Assist in origination and processing of all loans within the Team
• Learn and maintain knowledge of company underwriting, closing, and lending guidelines
• Apply understanding of the bank's credit policy and SBA eligibility
• Assist with marketing and sales presentations
• Maintain files within SBA software
• Deliver excellent service to internal and external customers
• Adhere to all Bank policies and federal/state banking laws and regulations
• Other duties as assigned

SBA Sales Specialist

Analyst

• Assess creditworthiness for end-user and vendor applications.
• Apply Navitas’ credit guidelines to approve or decline transactions.
• Recommend decisions on items outside your authority.
• Optimize processes to improve speed and quality.
• Evaluate credit risk by analyzing financial statements, tax returns, personal credit reports, D&B reports, and other third-party sources.
• Partner with sales to answer questions, obtain missing information, and provide clear justification for credit decisions.
• Improve processes by identifying efficiency opportunities and recommending enhancements.
• Deliver on deadlines by prioritizing workload and completing assignments on time.

Mortgage Marketing Coordinator

Executive Assistant II

Commercial Lending Division Manager

Branch Manager

Training Specialist

ATM and Card Operations Specialist

Branch Manager

Branch Manager

Commercial Relationship Manager

Commercial Loan Operations Assistant

Data Governance Analyst

Financial Analyst II

SBA Sales Specialist

Credit Analyst

Branch Manager