Portfolio Manager Senior jobs in United States
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United Community · 1 day ago

Portfolio Manager Senior

United Community is seeking a highly experienced Portfolio Manager Senior to oversee and manage a portfolio of large commercial credits. This role is critical in ensuring the portfolio meets soundness, profitability, and growth objectives.

Banking

Responsibilities

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

Qualification

Commercial lending experienceCredit policy knowledgeFinancial statement analysisBanking regulations knowledgeLoan documentation expertiseAnalytical skillsReporting toolsOrganizational skillsTime management skillsCommunication skillsInterpersonal skills

Required

Bachelor's degree in Finance or Accounting preferred
7–10 years of experience in commercial lending or financial services
Deep knowledge of credit policy, banking regulations, and loan documentation
Proven ability to analyze complex financial statements and tax returns
Strong analytical, organizational, and time management skills
Excellent communication and interpersonal skills
Proficiency in internal systems and reporting tools
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position

Company

United Community

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Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.

Funding

Current Stage
Late Stage

Leadership Team

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DeVan Ard
CEO
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J Scott Preston
Division CEO United Community Bank
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Company data provided by crunchbase