Loan Portfolio Specialist I

Overview

Shore United Bank is seeking a full-time Loan Portfolio Specialist I to join our team. The Loan Portfolio Specialist provides administrative support to sales team in various aspects of the loan / relationship onboarding process. This position also serves as a point of contact for commercial loan customers by providing a high level of service in response to questions, requests, or concerns.

Essential Functions

• Organizes RMs work environment and schedules appointments.
• Maintains customer financial files, collects annual required financials.
• Submits financial requests and tracks / documents follow up calls for information.
• Sends renewal letters, tracks disbursements of letters and documents follow up calls.
• Assists LSS with coordinating loan closings and collecting due diligence / loan closing checklist items.
• Addresses customer needs.
• Assists in the preparation of credit memos and facilitates communication between UW, RM / PM and client for new requests and renewals.
• Works with the branch and CS team to ensure new account and treasury mgmt. documentation is collected and saved.
• Managers opportunities in nCino for the sales staff.
• Tracks production and referral logs and pipeline on a weekly basis.
• Supports branch staff with lending needs, concerns and questions.
• Provides service to customer by keeping them abreast of loan status and responding to their questions.
• Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.

Location

Leonardtown Branch - 25395 Point Lookout Rd., Leonardtown, MD. 20650

Position Type / Expected Hours of Work

Required Education and Experience

Compensation

Company Benefits

Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.

Shore United Bank is an Affirmative Action / Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

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