United Community
Join to apply for the
Portfolio Manager
role at
United Community 1 day ago Be among the first 25 applicants Join to apply for the
Portfolio Manager
role at
United Community Get AI-powered advice on this job and more exclusive features. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at United Community by 2x Get notified about new Portfolio Manager jobs in
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Portfolio Manager
role at
United Community 1 day ago Be among the first 25 applicants Join to apply for the
Portfolio Manager
role at
United Community Get AI-powered advice on this job and more exclusive features. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at United Community by 2x Get notified about new Portfolio Manager jobs in
Raleigh, NC . Raleigh, NC $150,000.00-$250,000.00 1 month ago Raleigh, NC $340,000.00-$380,000.00 2 days ago Raleigh, NC $85,000.00-$90,000.00 21 hours ago Senior Manager, Finance (Hybrid - Raleigh, NC)
Senior manager in Finance Transformation
Finance Manager - Revenue & ACV Finance team
Cary, NC $102,387.00-$176,946.00 1 week ago Apex, NC $145,000.00-$170,000.00 2 weeks ago Raleigh-Durham-Chapel Hill Area 1 day ago Senior Manager Financial Control and Reporting
Apex, NC $145,000.00-$170,000.00 2 weeks ago Automotive Finance Manager - Genesis of Cary
Manager - Financial Planning & Analysis (Outsourced Accounting Services - CPG)
Senior Director, Deal Desk & Strategic Pricing
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr