Loan Portfolio Specialist I

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.


• 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: 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.