Senior Commercial Loan Portfolio Manager

TowneBank; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

TowneBank in Charlotte, NC is seeking a detail‑oriented loan underwriting support specialist to assist loan officers with analysis, summaries and package preparation for approval. The role includes monitoring maturing loans, underwriting renewals and quarterly reviews.

The ideal candidate has experience in lending, financial statement analysis and banking policies, with strong communication and team collaboration skills.

Qualifications

• Excellent communication skills and the ability to interact professionally with internal and external members.
• Familiar with effective lending and underwriting practices.
• Experience with analyzing financial statements and underwriting commercial credit.
• Ability to work with minimal supervision.
• Ability to work well with various internal departments to achieve team goals and objectives.
• Knowledge of banking industry policies and procedures.
• Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit.
• Previous lending experience or experience in loan operations.
• Computer skills (Word and Excel).

Responsibilities

• Assist loan officers in the loan approval process by obtaining and analyzing financials and preparing loan summaries.
• Attend outside prospect and member meetings as necessary.
• Monitor maturing loan reports and assist underwriting for renewal and reviews.
• Complete quarterly and annual reviews of credits and monitor credit items.

Skills

Excellent communication

Underwriting practices

Financial statements analysis

Independent work

Interdepartmental collaboration

Banking policies knowledge

Credit and Small Business rotation

Lending experience

Computer skills

Education

Bachelor's degree in Business, Finance or Accounting

Tools

Word

Excel

Job description

TowneBank in Charlotte, NC is seeking a detail‑oriented loan underwriting support specialist to assist loan officers with analysis, summaries and package preparation for approval. The role includes monitoring maturing loans, underwriting renewals and quarterly reviews.

The ideal candidate has experience in lending, financial statement analysis and banking policies, with strong communication and team collaboration skills.