Loan Portfolio Specialist I
Shore United Bank, Leonardtown, MD, United States
Overview
Shore United Bank is seeking a full-time Loan Portfolio Specialist I to join our team. The Loan Portfolio Specialist I provides administrative support to the sales team throughout the loan and relationship onboarding process and serves as a primary point for commercial customers, delivering a high level of service when responding to inquiries, requests, and concerns. 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. Location
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 Required Education and Experience
High School education or equivalent 1-2 years of experience in commercial banking Compensation
The pay range for this position is $24.00 to $30.00 hourly. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company 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 Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
#J-18808-Ljbffr
Shore United Bank is seeking a full-time Loan Portfolio Specialist I to join our team. The Loan Portfolio Specialist I provides administrative support to the sales team throughout the loan and relationship onboarding process and serves as a primary point for commercial customers, delivering a high level of service when responding to inquiries, requests, and concerns. 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. Location
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 Required Education and Experience
High School education or equivalent 1-2 years of experience in commercial banking Compensation
The pay range for this position is $24.00 to $30.00 hourly. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company 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 Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
#J-18808-Ljbffr