Portfolio Specialist II - United Community Bank : Job Details

Portfolio Specialist II - United Community is in search of a Portfolio Specialist II to join our team. As a Portfolio Specialist II, you will provide crucial credit and sales support to commercial banking Relationship Managers. Your role involves managing loan portfolios, participating in the loan process, and preparing credit analysis packages. Additionally, you will identify cross-sell opportunities and assist lenders in their prospecting efforts. What You'll Do:Manage Loan Portfolios: Collaborate with Relationship Managers to oversee all aspects of the local loan portfolio, including annual reviews and covenant compliance. Participate in Loan Processes: Engage in joint calling, underwriting, and preparing credit approval packages. Coordinate with Analysts: Work with Credit Analysts to prepare necessary documents like LA - Rs and credit memos. Client Relationship Management: Serve as a secondary contact and identify cross-sell opportunities with clients. Financial Analysis: Analyze a...Portfolio, Specialist, Relationship Manager, Credit Analyst, Client Relations