Loan Portfolio Specialist

Shore United Bank•Leonardtown, MD

7h•$24 - $30•Onsite

About The Position

Shore United Bank is hiring a full-time Loan Portfolio Specialist to provide administrative and operational support throughout the commercial lending and relationship management process. The role serves as a liaison among customers, Relationship Managers, Portfolio Managers, Underwriters, Loan Servicing, and branch personnel, supporting loan origination, servicing, renewals, and portfolio management. The specialist maintains customer financial information, coordinates documentation requirements, monitors pipeline activity, provides customer service, and supports compliance with bank policies and regulatory requirements. The position is based at the Leonardtown Branch, 25395 Point Lookout Rd, Leonardtown, MD 20650. It is full-time and non-exempt, with a Monday–Friday work schedule.

Requirements

High school diploma or GED equivalent.
1–2 years of experience in commercial banking.
Strong time-management, analytical, and organizational skills.
Ability to work independently and be a self-starter.
Attention to detail and effective multitasking abilities.
Proficient computer skills, specifically Microsoft Office Suite and Outlook.
Excellent communication and customer-service skills, with the ability to maintain a positive attitude when dealing with internal and external customers.
Ability to exercise professionalism, confidentiality, and good judgment.

Responsibilities

Organize the Relationship Manager’s work environment and schedule appointments.
Maintain customer financial files and collect annual required financial statements and supporting documentation from commercial borrowers.
Submit financial information requests and track and document follow-up calls.
Send renewal letters, track their disbursement, and document follow-up calls.
Assist Loan Servicing with coordinating loan closings and collecting due diligence and loan-closing checklist items.
Address customer needs and keep customers informed about loan status while responding to their questions.
Assist with preparing credit memos and facilitate communication among Underwriters, Relationship Managers, Portfolio Managers, and clients for new requests and renewals.
Work with branch and customer service staff to ensure new account and treasury management documentation is collected and saved.
Manage sales staff opportunities in nCino and update and maintain loan opportunities and pipeline information, including weekly status updates.
Track weekly production, referral logs, and pipeline reports for Relationship Managers and Portfolio Managers.
Support branch staff with lending needs, concerns, and questions.
Monitor due dates and obtain required information to assist with annual loan reviews and renewals.
Complete required regulatory and compliance training, including BSA, CRA, and ECOA, by deadlines and support policies and practices promoting risk management, safety, and regulatory adherence.

Benefits

Comprehensive benefits package for full-time, permanent employees, including health, dental, and vision coverage, company-paid life insurance, mental health well-being support, and company-paid short- and long-term disability.
Paid parental leave.
401(k) savings plan with up to a 4% company match.
Employee Stock Purchase Plan.
Education assistance.
Employee banking services and loan discount program.
Career development program and paid training, with continuous training sessions throughout the year.
Employee Assistance Program and wellness initiatives.
Generous paid time off and paid sick time.
Community involvement opportunities.
Opportunity for growth and advancement.
Collaborative, team-oriented workplace.