Commercial Lending Portfolio Manager

United Bank; Red Bug (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

United Bank in North Carolina is seeking a qualified professional to join the lending team. This role requires a strong background in financial services, loan underwriting, and analysis of financial statements, tax returns, and loan documentation.

Internal candidates are encouraged to apply through the internal job portal; travel within the local market may be required, and bilingual abilities in Spanish are a plus for serving diverse customers.

Qualifications

• Bachelor's degree or equivalent experience in business/finance.
• 3+ years in Financial Services; exposure to Commercial Banking a plus.
• Experience with loan underwriting and credit training.
• Must complete system training within 90 days of hire.
• Ability to analyze financial and project statements, and tax returns.
• Understanding of loan structures and lending regulations.
• Knowledge of loan documentation criteria.
• Spanish or additional language skills are a plus.
• Proficient in Word, Excel, PowerPoint.
• Strong interpersonal, customer relations and sales skills.
• Self-starter, organized and detail oriented; able to work independently.
• Travel within the local market may be required.

Skills

Financial services experience

Loan underwriting

Credit training

System training within 90 days

Financial statement analysis

Tax return analysis

Loan documentation knowledge

Spanish language skills

Microsoft Office

Interpersonal and sales skills

Self-starter and detail oriented

Independent work in fast-paced env

Local market travel

Education

Bachelor’s degree in business, finance or related field or equivalent experience required

Job description

United Bank in North Carolina is seeking a qualified professional to join the lending team. This role requires a strong background in financial services, loan underwriting, and analysis of financial statements, tax returns, and loan documentation.

Internal candidates are encouraged to apply through the internal job portal; travel within the local market may be required, and bilingual abilities in Spanish are a plus for serving diverse customers.