Loan Portfolio Specialist I
About The Position
Shore United Bank is seeking a full-time Loan Portfolio Specialist I to join our team. The Loan Portfolio Specialists provide administrative support to the sales team throughout the loan and relationship onboarding process. They also serve as a primary point for commercial customers, delivering a high level of service when responding to inquiries, requests, and concerns. Essential Functions Include: Organizes RMs work environment and schedules appointments. Mains customer financial files, collects annual required financials. Submits financial requests and tracks/documents follow up calls for information. Sends renewal letters, tracks disbursements of letters and documents follow up calls. Assists LSS with coordinating loan closings and collecting due diligence/loan closing checklist items. Addresses customer needs. Assists in the preparation of credit memos and facilitates communication between UW, RM/PM and client for new requests and renewals. Works with the branch and CS team to ensure new account and treasury mgmt. documentation is collected and saved. Manages opportunities in nCino for the sales staff. Tracks production and referral logs and pipeline on a weekly basis. Supports branch staff with lending needs, concerns and questions. Provides service to customer by keeping them abreast of loan status and responding to their questions. Demonstrating values and principles. Self-evaluation in a timely manner. All other duties as assigned. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same. Location: Westgate Building - 200 Westgate Circle, Suite 200, Annapolis, MD 21401 Position Type/Expected Hours of Work: Full-time. Non-exempt. Days of Work: Monday-Friday
Requirements
- High School education or equivalent
- 1-2 years of experience in commercial banking
Responsibilities
- Organizes RMs work environment and schedules appointments.
- Maintains customer financial files, collects annual required financials.
- Submits financial requests and tracks/documents follow up calls for information.
- Sends renewal letters, tracks disbursements of letters and documents follow up calls.
- Assists LSS with coordinating loan closings and collecting due diligence/loan closing checklist items.
- Addresses customer needs.
- Assists in the preparation of credit memos and facilitates communication between UW, RM/PM and client for new requests and renewals.
- Works with the branch and CS team to ensure new account and treasury mgmt. documentation is collected and saved.
- Manages opportunities in nCino for the sales staff.
- Tracks production and referral logs and pipeline on a weekly basis.
- Supports branch staff with lending needs, concerns and questions.
- Provides service to customer by keeping them abreast of loan status and responding to their questions.
- Demonstrating values and principles.
- Self-evaluation in a timely manner.
- All other duties as assigned.
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Benefits
- Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
- Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
- Paid parental leave
- 401k savings plan with up to a 4% company match
- Employee Stock Purchase Plan
- Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
- Opportunity for growth and advancement
- Paid training program and continuous training sessions throughout the year on various topics
- Generous paid time off and paid sick time
- Community involvement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
