Portfolio Manager Position Available In Forsyth, North Carolina
Tallo's Job Summary: United Community Bank is hiring a Portfolio Manager in Winston-Salem, NC, offering a salary range of $62.7K - $101K annually. The ideal candidate will have a Bachelor's degree in Finance, 5+ years of commercial lending experience, and strong financial analysis skills. Responsibilities include managing commercial credits, providing sales support, analyzing financial statements, and identifying cross-sell opportunities. Join our team and advance your career!
Job Description
Portfolio Manager
UNITED COMMUNITY BANK – 3.7
Winston-Salem, NC Job Details Full-time Estimated:
$62.7K – $101K a year 21 hours ago Qualifications 5 years Writing skills Finance Bachelor’s degree Accounting Lending Senior level Accounting Communication skills Banking Time management Full Job Description Portfolio Manager United Community is seeking a highly skilled Portfolio Manager . The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You’ll Do 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 for
Success:
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. Participation in required compliance training.
Conditions of Employment:
Must be able to pass a criminal background & credit check This is a full-time, non-remote position Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
