Portfolio Manager

Shore United Bank is seeking a full-time Portfolio Manager to join our team. This role involves assisting Relationship Managers in managing substantial portfolios, tracking production metrics, and uncovering opportunities to cross-sell products and services. You'll also play a key role in maintaining loan documentation, ensuring excellent customer service, and actively participating in community engagement to drive business growth and build strong relationships.

Essential Functions Include

• Supporting Relationship Managers to achieve target sales goals, including loan production, deposit production, and referral goals by participating in customer and prospect business calls.
• Work with Loan Portfolio Specialist to keep customer financial files current, specifically collection of annual required financials.
• Works with the branch managers to ensure that relationship reviews are conducted on an annual basis.
• Uncover opportunities to cross-sell products and services within the assigned loan portfolios.
• Work with the branch and commercial services team to ensure new account and treasury management documentation is collected and saved.
• Addresses customer needs as appropriate.
• Assists in the preparation of credit memos and facilitates communication between underwriter, relationship manager/portfolio manager and client for new requests and annual renewals.
• Manages opportunities in nCino for the sales staff.
• Track production, referrals, and pipeline reports in nCino.
• Supports branch staff with lending needs, concerns, and questions.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company’s compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
  
  

Location: Fredericksburg Loan Production Office (LPO) - 10 Chatham Heights Rd, Suite 104, Fredericksburg, VA 22405

Position Type/Expected Hours Of Work

• Full-time.
• Exempt.
• Days of Work: Monday-Friday.
  
  

Required Education And Experience

• High school diploma/GED equivalent required. Bachelor's degree in business administration, accounting, finance, or similar field of study preferred.
• Minimum of 2 years' experience in commercial banking.
• Knowledge of the loan process, lending regulations and loan documentation preferred.
• Strong time management, analytical and organizational skills.
• Ability to exercise professionalism, confidentiality, and good judgment.
  
  

Compensation

• The pay range for this position is $87,000 - $114,000 annually.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
  
  

Company Benefits

• Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
• Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
• Opportunity for growth and advancement
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities
  
  

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: Good things are happening here. ®

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