Senior Portfolio Manager, Commercial RE
United Community Bank
full-time
Posted on:
Location Type: Remote
Location: South Carolina • United States
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Salary
💰 $84,136 - $139,486 per year
Job Level
About the role
- 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.
Requirements
- Bachelor’s degree in Finance or Accounting preferred.
- 7–10 years of experience in commercial lending or financial services.
- Deep knowledge of credit policy, banking regulations, and loan documentation.
- Proven ability to analyze complex financial statements and tax returns.
- Strong analytical, organizational, and time management skills.
- Excellent communication and interpersonal skills.
- Proficiency in internal systems and reporting tools.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysisfinancial statement analysisloan documentationcovenant compliancerisk managementunderwritingportfolio managementcredit memos preparationcollateral managementcredit policy knowledge
Soft Skills
leadershipmentoringanalytical skillsorganizational skillstime managementcommunication skillsinterpersonal skillsrelationship developmentteam collaborationclient engagement