Portfolio Specialist II
$70k - $82.14kUnited Community Bank
Portfolio Specialist II
We're seeking a Portfolio Specialist II to provide expert credit and sales support to our Commercial Banking Relationship Managers. This role is ideal for someone with strong analytical skills, a collaborative mindset, and a deep understanding of loan portfolio management.
What You'll Do
Credit & Sales Support
- Partner with Relationship Managers to manage loan portfolios, including annual reviews, covenant compliance, borrowing base monitoring, and collateral exceptions.
- Participate in joint client calls, underwriting, and preparing credit approval packages.
- Coordinate with Credit Analysts to develop financial spreads, LARs, credit memos, and related documentation.
- Serve as a secondary contact for client relationships and identify cross-sell opportunities.
- Assist lenders with prospecting and prepare commitment letters and loan documents.
Financial Analysis
- Analyze complex business and personal financial statements and tax returns.
- Evaluate client relationships holistically to identify risks and opportunities.
- Prepare and present credit analysis packages with limited supervision.
- Recommend strategies to mitigate credit risks.
Requirements For Success
- 35 years of experience in commercial lending, including underwriting and financial analysis.
- Strong knowledge of commercial loan structures and credit policy.
- Familiarity with banking regulations and loan documentation.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage multiple priorities.
- Proficiency with financial reporting tools (e.g., Navigator).
- Strong organizational and time management skills.
Conditions of Employment
- Must pass a criminal background and credit check.
- Full-time, on-site position (non-remote).
- FLSA Status: Exempt.
Pay Range
USD $70,000.00 - USD $82,135.00 /Yr.
United Community BankVacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Specialist II in Marietta, GA vacancy
- United Community Bank is seeking a Portfolio Specialist II to provide expert credit and sales support to our Commercial Banking Relationship Managers in Marietta, GA. The role focuses on portfolio management, underwriting, and delivering credit packages with strong analytical...Suggested
- ...DescriptionYamaha has an excellent opportunity for a Wholesale Relationship Specialist II to join our Wholesale Finance team in Kennesaw, GA. The... ...overlines, unit transfers and other transactions in assigned portfolio, ensuring that submissions are JSOX compliantProvide updates...SuggestedHourly payLocal area
- ...Records Management Specialist II Employment Type: Full-Time, Mid-Level Department: Office Support CGS is seeking an experienced... ...past seven years, we've been growing our government-contracting portfolio, and along the way, we've created valuable partnerships by...SuggestedFull timeWork at officeFlexible hours
Contact Government Services LLC
Atlanta, GA2 days ago - ...Leasing Relationship Sales Specialist II Yamaha Motor Finance US has an exciting opportunity for a Leasing Relationship Sales Specialist... ...and handle daily functions of maintaining the lease portfolio. They will help ensure customer satisfaction, the position holder...SuggestedHourly payTemporary workWork at officeLocal area
- Yamaha Motor Finance - US is seeking a Leasing Relationship Sales Specialist II to coordinate transactions and manage the daily lease portfolio across Yamaha Sales Channels. You will handle deal structuring, documentation, and systems support in a fast-paced environment...Suggested
- ...Project Support Specialist II Experience Level: 5+ Years Location: Atlanta, GA Work Schedule: Hybrid (4 Days Onsite / 1 Day Remote) Client- Southern Company Position Overview The Project Support Specialist II is responsible for managing escalated customer concerns...Local areaRemote work
4P Consulting Inc
Atlanta, GA3 days ago - Grant Specialist (Financial Specialist II) The Department of Neighborhood and Community Services (NCS) is part of the Fairfax County Health and Human Services System and provides a wide variety of critical programs and supportive services to county residents of all ages...Contract workWork at officeLocal areaFlexible hours
$39.31 - $47.9 per hour
...Ongoing mentorship, development, and leadership programs And more Work Location: Atlanta, GA DescriptionThe Operational Excellence Specialist II at Emory Healthcare plays a key role in driving continuous improvement initiatives across the organization.This advanced-level...Hourly pay- ...Senior Portfolio Specialist The Senior Portfolio Specialist will be responsible for assisting the Manager - Portfolio Management - in managing all portfolio activities for the Truck Remarketing department, including but not limited to billing changes, lease extensions...Full timeWork at officeImmediate startMonday to Friday
$78.91k - $119.26k
...Portfolio Solutions Specialist We are looking for a Portfolio Solutions Specialist to join our team. This will be a hybrid role based in O'Fallon, MO, Chicago, IL, Alpharetta, GA or New York, NY. Join our dynamic Portfolio Solutions team in North America, where...Shift workAllianz
Alpharetta, GA5 days ago- ...Yamaha Motor has an exciting opportunity for a Repossession Specialist II to join our Retail Finance Team in Kennesaw, GA. This position is responsible for all administration, correspondence and documentation throughout the entire repossession process. They will ensure...Hourly payTemporary workLocal areaShift work
Yamaha Motor
Kennesaw, GA1 day ago $46.23k - $75k
...Portfolio Revenue Specialist Provide analytical and tactical support for assigned RMS team to ensure hotel satisfaction and effective revenue management service. Manage and execute a variety of specific revenue management related projects and processes to support targeted...Work at officeRemote workWorldwide$50k - $60k
...Camera Specialist II 525 Technologies is a forward-thinking technology solutions provider specializing in advanced security systems, surveillance infrastructure, and integrated technical services. We are committed to delivering high-quality, reliable solutions that support...Full timeFor subcontractor- ...eCOB Specialist II eCOB Specialist II Location: This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration...Full timeWork at office
- ...AP Processor II Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and through...Weekly payTemporary workWork at office
- ...System in Roswell, GA, is looking for a Cardiovascular Technologist II to assist with cardiovascular cath and electrophysiology... ...Responsibilities include ensuring communication with interventional specialists and maintaining compliance with safety standards in the Cath...
- Stellantis Financial Services US seeks a Reinstatement Specialist II to act as a key liaison in the reinstatement process for delinquent accounts. You will collaborate with borrowers to identify viable solutions and coordinate with the replevins team when legal action is...
- Wellstar Health System in Atlanta is seeking a Charge Capture Specialist II to ensure timely, accurate charge capture and compliance. You will educate Physician Practices on government regulations including CMS, state, and payer requirements, and collaborate across campuses...
- Emory Healthcare seeks a Hospital Outpatient Coder Level II to assign ICD-9/ICD-10 and CPT codes for Ambulatory Surgery, GI, Infusion and Observation encounters, collaborating with physicians and coding staff to ensure accurate billing. In this role, you will support regulatory...
- ...Corporation - USA has an exciting opportunity for a Transaction Specialist. This position is responsible for supporting activities of the... ...of processing credit disputes and corrections received from portfolio & servicing teams. Support the Commercial Risk (Wholesale) team...Hourly payTemporary workLocal area
- Yamaha Motor Corporation, USA is seeking a Repossession Specialist II to join our Retail Finance Team in Kennesaw, GA. The role handles administration, notices, and documentation through the repossession process, ensuring compliance with state and federal laws. Expect heavy...
- A leading refrigeration technology company seeks a Health and Safety Specialist II to support Environmental Health and Safety efforts in the Powder Springs area. The role involves overseeing EHS activities, conducting inspections, implementing safety programs, and training...
- Southway is looking to add an experienced full-time HSE Specialist II to our growing company. This position covers the Atlanta Branch and the Specialty Rigging Branch in Conyers. The following requirements must be met in order to be considered for this position. Southway...Full timeWork at office
- ...world class team and culture and contribute to our core mission which is enhancing our customer’s experience. As a Reinstatement Specialist II, you will serve as a key liaison in the reinstatement process for delinquent accounts. This role requires working...Work at officeVisa sponsorshipWork visaMonday to FridayShift workWeekend work
- Permit Specialist I, II, III Employment Status: Full-Time, Non-Exempt Department: Engineering Location: Predominantly remote; candidates must be local to Atlanta, GA for in‑person responsibilities. Who Is Congruex Congruex designs and builds broadband and wireless communications...Full timeContract workWork at officeLocal areaRemote workFlexible hours
$16 per hour
OTAD Inc., an Amazon Delivery Service Provider, is hiring Delivery Specialists II for the south Atlanta metro delivery service area. We are looking for energetic, service-oriented, and driven individuals to join our operations. The Delivery Specialist II will deliver packages...Hourly pay- Emory Healthcare/Emory University is seeking an Environmental Health and Safety Professional II to monitor hazardous materials and ensure safety compliance. This position requires a Bachelor's degree and 3 years of relevant experience. The ideal candidate should possess...Remote work
- Fifth Third Bank is offering a Retail Personal Banker II track in the Marietta, GA area. Selected candidates will join a 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification to perform Retail Personal Banker duties. Role...
$36.84k
...Lab Assistant II - Histology - Marietta, GA, On-Call Pay range: $17.71+ per hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational...Hourly payPart time- ...Credit Support Associate II/III- Commercial Credit Charlotte, North Carolina;Miami, Florida; Atlanta, Georgia To proceed with... ...basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving...Work at officeFlexible hoursShift workDay shift
Bank of America
Atlanta, GA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Specialist II. Be the first to apply!
Related searches
- configuration specialist Marietta, GA
- localization specialist Marietta, GA
- ecommerce specialist Marietta, GA
- community health promotion specialist Marietta, GA
- infectious disease specialist Marietta, GA
- credit specialist Marietta, GA
- bilingual specialist Marietta, GA
- microbiology specialist Marietta, GA
- policy specialist Marietta, GA
- mental health specialist Marietta, GA