Demo

Portfolio Specialist II

United Community
Raleigh, NC Full Time
POSTED ON 1/21/2025 CLOSED ON 2/13/2025

What are the responsibilities and job description for the Portfolio Specialist II position at United Community?

United Community is in search of a Portfolio Specialist IIto join our team. As a Portfolio Specialist II, you will provide crucial credit and sales support to commercial banking Relationship Managers. Your role involves managing loan portfolios, participating in the loan process, and preparing credit analysis packages. Additionally, you will identify cross-sell opportunities and assist lenders in their prospecting efforts.

What You'll Do

  • Manage Loan Portfolios : Collaborate with Relationship Managers to oversee all aspects of the local loan portfolio, including annual reviews and covenant compliance.
  • Participate in Loan Processes : Engage in joint calling, underwriting, and preparing credit approval packages.
  • Coordinate with Analysts : Work with Credit Analysts to prepare necessary documents like LARs and credit memos.
  • Client Relationship Management : Serve as a secondary contact and identify cross-sell opportunities with clients.
  • Financial Analysis : Analyze and interpret complex financial statements and tax returns to make sound credit recommendations.

What We're Looking For

  • Required Skills/Experience :
  • 3–5 years’ experience in commercial lending
  • Strong knowledge of credit policy, banking regulations, and loan documentation.
  • Preferred Skills/Experience:
  • Bachelor’s degree in finance or accounting preferred.
  • Excellent interpersonal, verbal, and written communication abilities.
  • Strong time management and the ability to prioritize tasks independently.

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.

Salary : $49,972 - $76,958

Portfolio Credit Analyst II
First Citizens Bancshares, Inc. -
Raleigh, NC
Portfolio Compliance Enablement Specialist
EY -
Raleigh, NC
Portfolio Optimization Specialist
ABB -
Pinetops, NC

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Portfolio Specialist II?

Sign up to receive alerts about other jobs on the Portfolio Specialist II career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$116,865 - $160,036
Income Estimation: 
$142,019 - $220,718
Income Estimation: 
$83,016 - $112,001
Income Estimation: 
$116,865 - $160,036
Income Estimation: 
$116,865 - $160,036
Income Estimation: 
$142,019 - $220,718
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at United Community

United Community
Hired Organization Address Savannah, GA Full Time
About The Role Are you passionate about financial advisory services and building strong client relationships? As a Regis...
United Community
Hired Organization Address Blairsville, GA Full Time
United Community is seeking a highly skilled Loan Officer Assistant . In this role, you will be responsible for assistin...
United Community
Hired Organization Address Mooresville, NC Full Time
United Community is seeking a Head Teller to join our team. As the Head Teller, you will utilize your strong attention t...
United Community
Hired Organization Address Destin, FL Full Time
United Community is in search of a Portfolio Specialist I to join our team. As a Portfolio Specialist I, you will provid...

Not the job you're looking for? Here are some other Portfolio Specialist II jobs in the Raleigh, NC area that may be a better fit.

Commercial Portfolio Manager II

South State Bank, Raleigh, NC

Commercial Portfolio Manager II

Opportunities at Towne, Raleigh, NC

AI Assistant is available now!

Feel free to start your new journey!