Portfolio Manager

Qualifications

SKILLS/

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

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.