Portfolio Manager
Listed on 2026-07-03
-
Finance & Banking
Corporate Finance, Financial Analyst, Loan Officer / Lending, Banking & Finance
Current employees should explore opportunities and apply through the internal job portal.
QualificationsSKILLS/
QUALIFICATIONS:
- Bachelor’s degree in business, finance or related field or equivalent experience required.
- Minimum of three (3) years of experience working in Financial Services required;
Exposure to Commercial Banking highly desired. - Prior working experience with loan underwriting and credit training is required.
- Ability to successfully complete system training within 90 days of hire.
- Ability to analyze financial and project statement, corporate and personal tax returns.
- Understanding of basic loan structure processes and regulations associated with lending.
- Strong understanding of loan documentation criteria.
- Knowledge of United’s services, products, policies and procedures is a plus.
- Excellent verbal and written communications skills in Spanish or additional language a plus.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
- Excellent interpersonal, customer relations and sales skills.
- Ability to demonstrate being a self-starter, well-organized, detail oriented.
- Ability to work well independently and in a fast-paced environment.
- Travel within the local market may be required.
KEY
COMPETENCIES:
Essential Functions:
- Sitting for extended periods of time.
- Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
- Ability to converse and exchange information with all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data.
Please to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).