Loan Portfolio Specialist I

Shoreunitedbank

Annapolis, MD, USA
Base: $24.00 - $30.00 hourly; bonus/equity: not sp...
On-site
Administrative support for sales team
Customer inquiry response
Financial file maintenance
Shore United Bank is seeking a full-time Loan Portfolio Specialist I to provide administrative support to the sales team during the loan and relationship onboarding process, ensuring high-quality service for commercial customers. The ideal candidate should have 1-2 years of experience in commercial banking and a high school diploma or equivalent

Job Summary

  • The Loan Portfolio Specialist I provides administrative support to the sales team and serves as a primary point of contact for commercial customers, responding to inquiries and concerns.
  • Key responsibilities include organizing RM work environments, maintaining customer financial files, coordinating loan closings, preparing credit memos, and managing opportunities in nCino.
  • The role requires a high school education or equivalent and 1-2 years of experience in commercial banking, with a pay range of $24.00 to $30.00 hourly.

Matching Summary

Match Score: 85

Shore United Bank is seeking a full-time Loan Portfolio Specialist I to provide administrative support to the sales team during the loan and relationship onboarding process, ensuring high-quality service for commercial customers. The ideal candidate should have 1-2 years of experience in commercial banking and a high school diploma or equivalent.

Salary

Base: $24.00 - $30.00 hourly; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Administrative support for sales team
  • Customer inquiry response
  • Financial file maintenance
  • Loan closing coordination
  • Credit memo preparation
  • nCino opportunity management
  • Production and referral tracking

Nice-to-have

  • Team environment
  • Community-oriented workplace
  • Continuous training opportunities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter