Portfolio Manager

United Bank; Myrtle Beach, Northern (SC, KY); On-site; USD 60,000 - 90,000; Full time

Job summary

United Bank is seeking a detail-oriented professional in Myrtle Beach to support loan underwriting and financial analysis for commercial banking clients.

The role requires a Bachelor’s degree and 3+ years in financial services, with strong MS Office skills and the ability to train on internal systems within 90 days. Travel within the local market may be involved. Bilingual abilities are a plus.

Qualifications

• Bachelor’s degree in business, finance or related field or equivalent experience required.
• Minimum of three (3) years of experience in Financial Services required; exposure to Commercial Banking highly desired.
• Prior working experience with loan underwriting and credit training is required.
• Ability to complete system training within 90 days of hire.
• Ability to analyze financial and project statements, corporate and personal tax returns.
• Understanding of loan structures and lending regulations.
• Strong understanding of loan documentation criteria.
• Knowledge of United’s services, products, policies and procedures is a plus.
• Excellent verbal and written communications skills; Spanish or another language a plus.
• Proficiency with Microsoft Office Suite.
• Excellent interpersonal, customer relations and sales skills.
• Self-starter, well-organized, detail oriented.
• Ability to work independently and in a fast-paced environment.
• Local travel may be required.

Responsibilities

• Sitting for extended periods of time.
• Operate a computer keyboard, mouse, and other components efficiently.
• Converse and exchange information with all levels of staff.
• Observe, perceive, identify, and translate data.

Skills

Loan underwriting

Financial analysis

Microsoft Office

Communication skills

Self-starter

Independent work

Education

Bachelor’s degree in business/finance

Tools

Microsoft Office Suite

Job description

Qualifications

SKILLS/QUALIFICATIONS:

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


• Minimum of three (3) years of experience working in Financial Services required; Exposure to Commercial Banking highly desired.


• Prior working experience with loan underwriting and credit training is required.


• Ability to successfully complete system training within 90 days of hire.


• Ability to analyze financial and project statement, corporate and personal tax returns.


• Understanding of basic loan structure processes and regulations associated with lending


• Strong understanding of loan documentation criteria.


• Knowledge of United’s services, products, policies and procedures is a plus.


• Excellent verbal and written communications skills in Spanish or additional language a plus.


• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)


• Excellent interpersonal, customer relations and sales skills.


• Ability to demonstrate being a self-starter, well-organized, detail oriented.


• Ability to work well independently and in a fast-paced environment.


• Travel within the local market may be required.

KEY COMPETENCIES:

Essential Functions:

• Sitting for extended periods of time.


• Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.


• Ability to converse and exchange information with all levels of staff within organization.


• Ability to observe, perceive, identify, and translate data

Company Profile

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.