United Community Bank

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

Operations

• 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 – LOA

Manager

• 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

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