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Portfolio Manager

Portfolio Manager

United Community BanksFort Lauderdale, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Portfolio ManagerUnited 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 DoManage 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

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

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

mathematical, reading comprehension, and writing skills.Participation in required compliance training.Conditions of Employment : Must be able to pass a criminal background & credit checkThis is a full-time, non-remote position FLSA Status : ExemptReady 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.

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Portfolio Manager • Fort Lauderdale, FL, United States