Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

United Bank

Current employees should explore opportunities and apply through the internal job portal. 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. 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 Company Profile 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 United Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Charleston, WV vacancy
  •  ...Portfolio Manager Date: Oct 16, 2026 Location: Charleston, WV, US, 25301 Company: United Bank Job Summary: The Portfolio Manager takes primary responsibility for the underwriting process, portfolio administration and credit quality of assigned portfolio partnering... 
    Suggested
    Work experience placement
    Work at office
    Local area

    United Bankshares

    Charleston, WV
    4 days ago
  •  ...Portfolio ManagerThe Portfolio Manager will support Commercial Banking Executives in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing... 
    Suggested
    Work at office

    Burke & Herbert Bank

    Charleston, WV
    5 days ago
  •  ...serving clients in the Memphis area. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities Originate residential mortgage... 
    Suggested
    Remote work
    Flexible hours

    West Capital Lending

    Charleston, WV
    4 days ago
  •  ...cases, investment analysis, and planning initiatives.Evaluate portfolio strategies and options by connecting planning outcomes, investment...  ...and verbal communication skills.Demonstrated ability to manage multiple priorities and deliver quality results.Preferred QualificationsExperience... 
    Suggested
    Full time
    Work at office
    Flexible hours

    TC Energy

    Charleston, WV
    4 days ago
  • $79.8k - $127.68k

     ...run what runs the world.This position reports to:Sales Support Manager__Your role and responsibilities In this role, you will focus on...  ...expertise in electrical distribution systems, including ABB’s product portfolio, industry design standards, and configuration tools (e.g., ABB... 
    Suggested
    Full time
    For contractors
    Remote work
    Worldwide
    Home office
    Monday to Friday

    ABB

    Charleston, WV
    1 day ago
  • $146.3k - $306.4k

     ...Job Description As Director of Compliance & Property Management you will lead the administrative, governance, and regulatory management...  ...Infrastructure’s growing hyperscale data center property portfolio. This role owns property-related strategy and execution across... 
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Relocation package
    Flexible hours

    Oracle

    Charleston, WV
    2 days ago
  • Mortgage Loan Closer Reviews new mortgage loan files received for further processing such as ordering credit reports, verifying employment, requesting property appraisal, ordering title search, flood determination, if required, order survey and obtain title insurance...

    Poca Valley Bank

    Charleston, WV
    3 days ago
  • $46.92k

     ...development so they can reach their full potential. Responsibilities include: Providing daily supervision and mentorship Managing household routines and student schedules Administering medications and ensuring student wellness Driving students to... 
    Full time
    Work from home
    Relocation
    Relocation package
    Flexible hours
    Weekday work

    Milton Hershey School

    Charleston, WV
    16 hours ago
  •  ...work with minimal supervision from a personal home office. \n Experience actively developing, cultivating, stewarding, and managing a portfolio of donors (or prospects). \n Excellent oral and written communication skills, including public presentations. \n \n \... 
    Work from home
    Home office

    The Salvation Army

    Charleston, WV
    9 days ago
  • Organization : Name CHARLESTON WV Default: Location : City CHARLESTON Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; ...
    Work at office
    Local area

    Western & Southern Life

    Charleston, WV
    1 day ago
  •  ...should possess proficiency with CRM tools, digital communication platforms, and basic data entry, along with strong organizational and time-management abilities. Candidates should possess resilience, ethical judgment, and the ability to work independently. Businessblum
    Full time
    Remote work

    Businessblum

    Charleston, WV
    4 days ago
  •  ...federal and state returns.Take the stage with clients — deliver proactive communication, insight, and solutions that exceed expectations.Manage financial performance, engagements, and client relationships with confidence and precision.Mentor, coach, and elevate the next... 
    Work at office
    Remote work
    Flexible hours

    Client Growth Resources

    Charleston, WV
    16 hours ago
  •  ...Wealth Advisor We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful... 

    MAI Capital Management, LLC

    Charleston, WV
    5 days ago
  • $150k

     ...About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services. Operating as a true fiduciary... 
    Work at office
    Remote work

    AQI Services LLC

    Charleston, WV
    1 day ago
  • $61k - $119k

     ...and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Charleston, WV
    6 days ago
  • $1,000 per month

     ...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Charleston, WV
    1 day ago
  •  ...executives, and multigenerational families, and serve as their single point of trust from first meeting to legacy planning Direct portfolio strategy and performance – partner with Certuity's investment team and ALTS+, our proprietary alternatives platform, to deliver... 
    Work at office
    Remote work
    Flexible hours

    Certuity

    Charleston, WV
    2 days ago
  •  ...Health, the nation's leader in in-patient rehabilitation care. As a Quality/Risk Director, you will oversee a hospital-wide quality management program, collaborating with various stakeholders to monitor and enhance the quality of patient care services. Join a team that... 
    Full time
    Part time
    Local area
    Flexible hours

    Encompass Health Rehabilitation Hospital of Morgantown

    Alum Creek, WV
    4 days ago
  •  ...details Location: Charleston area Seniority level: Mid-Senior level Employment type: Full-time Industry: Investment Advice and Investment Management Benefits Medical insurance Vision insurance 401(k) Pension plan Disability insurance #J-18808-Ljbffr Prudential Financial
    Full time

    Prudential Financial

    Charleston, WV
    4 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...
    Local area

    Modern Woodmen of America

    Charleston, WV
    5 days ago
  • $100k - $150k

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement

    Charleston, WV
    4 days ago
  •  ...current and potential customers. The incumbent provides the highest quality service to every customer.**Primary Responsibilities:**Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual... 
    Work at office

    Fnb Online

    Charleston, WV
    3 days ago
  • $62.2k - $105.7k

     ...Position Overview The Incident Manager oversees the end‑to‑end lifecycle of IT incidents in an enterprise environment, ensuring rapid restoration of normal service with minimal disruption to mission‑critical systems. The role coordinates cross‑functional technical teams... 
    Contract work
    Work experience placement
    Work at office

    ASM Research, An Accenture Federal Services Company

    Charleston, WV
    1 day ago
  • $18 - $24.5 per hour

     ...Looking for a management opportunity with real potential for growth? At Chick-fil-A MacCorkle Ave, our Manager in Training program is built for high-potential individuals who want to grow into long-term restaurant leadership. It's a hands-on leadership development opportunity... 
    Flexible hours
    Shift work
    Weekend work

    Chick-fil-A | Southridge and MacCorkle Avenue

    South Charleston, WV
    5 days ago
  • $127.9k - $159.9k

     ...patients sooner. For more information on SMPA, visit our website or follow us on LinkedIn. Job Overview The Safety Scientist Manager is responsible for providing pharmacovigilance and risk management support for assigned products across their lifecycle. This role... 
    Full time
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Sumitomo Pharma

    Charleston, WV
    3 days ago
  •  ...about the work you do, it’s rewarding to see it through from concept to completion. We partner with clients to provide both program management and construction management to strategize, plan, and implement projects that drive organizations forward. From hospitals and... 
    Full time
    Contract work
    Temporary work
    Part time
    Casual work
    Local area
    Flexible hours

    Stantec

    Charleston, WV
    5 days ago
  • Position OverviewWe are seeking an experienced HVAC Project Manager to lead commercial HVAC and mechanical projects from preconstruction through closeout. The ideal candidate will combine strong technical knowledge of HVAC systems, piping, sheet metal and fabrication with... 
    Contract work
    For contractors
    For subcontractor

    CyberCoders

    Charleston, WV
    4 days ago
  •  ...and a commitment to its workforce, Kokosing is the winning team.Job Description:Come join our growing team! We are seeking a Project Manager (Heavy Highway - Roadway/Bridge projects) in the Western Pennsylvania and West Virginia region.Summary:Plans, directs, and... 
    Full time
    For contractors
    For subcontractor

    Kokosing

    Charleston, WV
    4 days ago
  •  ...well planned communities that create lasting value for clients and residents.Position OverviewWe are seeking an experienced Project Manager to lead ground-up construction projects from pre-construction through closeout. The ideal candidate will coordinate teams, manage... 
    Contract work
    For contractors
    For subcontractor
    Work at office

    CyberCoders

    Charleston, WV
    16 hours ago
  •  ...about the work you do, it’s rewarding to see it through from concept to completion. We partner with clients to provide both program management and construction management to strategize, plan, and implement projects that drive organizations forward. From hospitals and... 
    Full time
    Temporary work
    Part time
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area
    Remote work
    Flexible hours

    Stantec

    Charleston, WV
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!