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Portfolio Manager
United Community BankPortfolio Manager managing larger commercial credits at United Community Bank. Responsible for credit and sales support, analyzing financial statements, and assisting in the loan processes.
About the role
Key responsibilities & impact- 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
What you’ll need- 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.
Benefits
Comp & perks- Must be able to pass a criminal background & credit check
ATS Keywords
✓ Tailor your resumeApplicant 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