Portfolio Manager
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Huntsville • Alabama • United States
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About the role
- Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
- Provide credit and sales support to Commercial Lending.
- Analyze complex financial statements and prepare credit analysis packages.
- Serve as a secondary contact on client relationships.
- Identify cross-sell opportunities with new and existing clients.
- Assist in the loan process, including underwriting and closing.
- Prepare commitment letters and review loan documents.
- Assist lenders in their prospecting efforts.
Requirements
- Bachelor’s Degree in finance or accounting preferred.
- 5+ years of experience in commercial lending.
- Proficient knowledge of credit policy, banking regulations, and loan documentation.
- Ability to analyze complex financial statements and tax returns.
- Strong interpersonal and communication skills.
- Excellent organizational and time management skills.
- Ability to work effectively within the company's credit culture.
- Proficiency with in-house financial reporting applications, including Navigator.
- Good mathematical, reading comprehension, and writing skills.
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 underwritingloan documentationcommercial lendingcredit policybanking regulationstax return analysisfinancial reporting
Soft Skills
interpersonal skillscommunication skillsorganizational skillstime management skills
Certifications
Bachelor’s Degree in financeBachelor’s Degree in accounting