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SHORE UNITED BANK
Ocean City, MD | Full Time
$58k-76k (estimate)
4 Months Ago
Portfolio Manager
SHORE UNITED BANK Ocean City, MD
$58k-76k (estimate)
Full Time | Banking 4 Months Ago
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SHORE UNITED BANK is Hiring a Portfolio Manager Near Ocean City, MD

Shore United Bank is searching for an experienced Portfolio Manager to join our team. The Portfolio Manager takes an active role in leading the entire commercial credit process both internally and externally with prospects and clients. This position will provide a wide range of credit and sales support services to Commercial Relationship Managers. Additional responsibilities are as follows:

Essential Functions:

  • Identification of cross sales opportunities
  • Preparation of credit approval packages, annual reviews, renewals of credits, credit and non-credit proposals
  • Obtaining initial corporate info from customers for loan closings, and non-credit account set-ups
  • Works actively with the bank’s credit and loan documentation department to ensure loan settlements occur to meet or exceed client expectations
  • Acts as either a primary or secondary contact on client relationships
  • Coordinates credit and loan portfolio administration support for several Commercial Relationship Managers
  • Under minimal supervision, takes an active role in leading the entire commercial credit process both internally and externally with prospects and clients
  • Underwrites, structures, and documents all prospect and client transactions above a designated threshold including generally more complex and larger credit relationships and circumstances
  • Is accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation
  • Ensures all Credit Process Metrics are within prescribed tolerances
  • Is accountable for the risk evaluation and associated compliance requirements as defined in respective roles and other regulatory/compliance requirements within assigned portfolio and for prospects

Position Type/Expected Hours of Work:

  • This is a full-time exempt position.

Required Education and Experience:

  • Bachelor's degree in related field preferred
  • A minimum of 5 to 7 years of experience in commercial banking or commercial credit. 
  • Graduate of a commercial training program or 4 years’ experience on a commercial banking team as a commercial banker.

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 including: health, dental, vision, short-term and long-term disability, long-term care insurance, company paid life insurance, and much more!
  • Paid parental leave
  • 401k savings plan with up to a 4% company match
  • Employee perks such as: employee banking services, loan discount program, tuition reimbursement, 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 community bank with a rich history dating back to 1876. In excess of $3 billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. 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 Financial & 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: Good things are happening here.®

Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$58k-76k (estimate)

POST DATE

11/10/2022

EXPIRATION DATE

02/17/2023

WEBSITE

shoreunitedbank.com

HEADQUARTERS

EASTON, MD

SIZE

200 - 500

FOUNDED

2002

CEO

SCOTT BEATTY

REVENUE

$50M - $200M

INDUSTRY

Banking

Related Companies
About Shore United Bank

Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals. IMPORTANT DISCLOSURES Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). In...surance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced. More
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