Senior Strategic Commercial Portfolio Manager

TowneBank; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

TowneBank's Dogwood division is seeking a Loan Analyst to assist loan officers in day-to-day portfolio management and underwriting for new and existing members across the Carolinas. The role focuses on analyzing financials, preparing summaries, and handling loan packages for approval.

You will attend prospect and member meetings, monitor renewals, input loans into B2B, and support cross-functional collaborations while ensuring compliance with AML/BSA and bank policies.

Qualifications

• Excellent communication and professional interaction with internal and external members.
• Understanding TowneBank lending culture and underwriting of commercial credit.
• Experience analyzing financial statements and underwriting, 8+ years preferred.

Responsibilities

• Assist loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval.
• Attend outside prospect and member meetings as necessary.
• Monitor maturing loan reports and underwrite renewals.
• Inputting new loans and renewals to B2B.
• Complete quarterly Problem Asset Reports for the loan officer portfolio and assist with credit monitoring items.
• Learn about the Bank’s products and services and cross-sell opportunities.
• Work on special projects to improve efficiencies in the loan portfolio management of the region.
• Understand closing requirements for all loans and help clear exceptions as needed.
• Build strong partnerships with business partners.
• Adhere to AML/BSA and related regulations.
• Perform other duties as required.

Skills

Excellent communication

Lending culture knowledge

Team collaboration

Lending experience

Bank policies & procedures

MS Word & Excel

Cross-functional interaction

Education

College degree in Business, Finance or Accounting

Tools

Microsoft Word

Excel

Job description

TowneBank's Dogwood division is seeking a Loan Analyst to assist loan officers in day-to-day portfolio management and underwriting for new and existing members across the Carolinas. The role focuses on analyzing financials, preparing summaries, and handling loan packages for approval.

You will attend prospect and member meetings, monitor renewals, input loans into B2B, and support cross-functional collaborations while ensuring compliance with AML/BSA and bank policies.