Sales Portfolio Specialist

SouthState Bank; Marietta (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading bank in Georgia is seeking a Sales Portfolio Specialist to manage commercial relationships and loans. This entry-level position involves coordinating with Credit Administration, servicing client needs, and ensuring compliance with policies. Ideal candidates will have a Bachelor's degree in business or finance and strong communication skills.

Qualifications

• 1-3 years of relevant banking experience preferred.
• Knowledge of computer applications and analytical skills required.
• Strong communication skills are essential.

Responsibilities

• Manage a portfolio of commercial relationships and loans.
• Coordinate with Credit Administration on financial statements.
• Monitor the financial condition of the portfolio.

Skills

Communication

Organizational Skills

Attention to Detail

Problem-Solving

Education

Bachelor’s Degree in business or finance

Tools

Microsoft Office

Job description

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As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.

SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

Summary/Objectives

This position is responsible for managing a portfolio of commercial relationships and loans. This includes coordinating with Credit Administration on financial statements, tax returns, rent rolls, borrowing basis, and annual servicing. The role involves monitoring the financial condition of the portfolio, servicing client banking needs, processing loan renewals, managing past due accounts, and ensuring files are up to date.

Essential Functions

1. Contact customers and designees for collection of financial information.
2. Provide preliminary feedback on creditworthiness and loan renewal merits.
3. Partner with lenders to complete renewals, monitor maturing loans, and drive approval processes.
4. Monitor collateral and financial exceptions, working closely with Lending Assistants.
5. Ensure timely completion of annual reviews and renewal packages with Credit Administration.
6. Assist with monitoring and reporting on Classified Loans.
7. Support project work and workflow initiation into credit software.
8. Accompany Relationship Managers on calls and loan closings as needed.
9. Undertake special projects as assigned.
10. Ensure compliance with policies, procedures, and regulations.
11. Assist colleagues and participate in marketing efforts.
12. Participate in ongoing professional training and cross-training.
13. Perform other duties as directed.

Competencies

• Strong communication skills, both written and verbal.
• Proficiency in Microsoft Office and ability to learn new software.
• Excellent organizational and attention to detail.
• Good listening skills and ability to multi-task under pressure.
• Patience and a positive attitude in problem-solving.

Qualifications, Education, and Certification

• Bachelor’s Degree in business or finance recommended, or equivalent experience.
• 1-3 years of relevant banking experience preferred.
• Knowledge of computer applications, analytical skills, and strong communication skills required.

Training Requirements

Annual compliance training and New Employee Orientation.

Physical Demands

Ability to work extensively with computers, interpret information, and identify customers. Must be able to sit or stand for long periods.

Work Environment

Most work is performed in a cubicle environment; remote roles require a secure, quiet home office with reliable internet.

Travel

Travel may be required for meetings.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Healthcare, Non-profit, Government