Loan Portfolio Specialist

Shore United Bank

Fredericksburg, VA, US
Base: $24.00 to $30.00 hourly; bonus/equity: not s...
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Commercial banking experience required
Loan portfolio administrative support
Customer inquiry response and service
** Shore United Bank is hiring a full-time Loan Portfolio Specialist I to provide administrative support in the loan and relationship onboarding process. The role requires strong organizational skills and customer service abilities, focusing on assisting commercial customers and the sales team. **

Job Summary

  • The Loan Portfolio Specialist provides administrative support to the sales team throughout the loan and relationship onboarding process while serving as a primary point of contact for commercial customers.
  • Responsibilities include organizing work environments, maintaining customer financial files, coordinating loan closings, and managing opportunities within the nCino system.
  • The company offers a comprehensive benefits package including health insurance, a 401k match up to 4%, paid parental leave, and opportunities for career growth.

Matching Summary

Match Score: 75

** Shore United Bank is hiring a full-time Loan Portfolio Specialist I to provide administrative support in the loan and relationship onboarding process. The role requires strong organizational skills and customer service abilities, focusing on assisting commercial customers and the sales team. **

Salary

Base: $24.00 to $30.00 hourly; Bonus/Equity: Not specified; Benefits: Comprehensive package including health, dental, vision, life insurance, 401k match, and paid time off

Skills & Requirements

Must-have

  • Commercial banking experience required
  • Loan portfolio administrative support
  • Customer inquiry response and service
  • Financial file maintenance and tracking
  • nCino pipeline management

Nice-to-have

  • Strong communication skills with clients
  • Collaborative team environment
  • Adherence to risk management policies
  • Proactive problem-solving abilities

Key Requirements

  • High School education or equivalent
  • 1-2 years of commercial banking experience

Work Rights

Not specified

Tailored Resume

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