Loan Portfolio Specialist

Shore United Bank

Leonardtown, MD, US
Base: $24.00 to $30.00 hourly; bonus/equity: not s...
On-site
Commercial banking experience
Customer financial file maintenance
Loan closing coordination
Shore United Bank is hiring a Loan Portfolio Specialist I in Leonardtown, MD, to provide administrative support to the sales team during the loan onboarding process and serve as a primary point of contact for commercial customers. The ideal candidate should have 1-2 years of experience in commercial banking and a high school education, with a focus on customer service and organizational skills

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 for commercial customers.
  • Responsibilities include organizing work environments, maintaining customer financial files, coordinating loan closings, and managing opportunities in nCino.
  • The company offers a comprehensive benefits package including health insurance, a 401k match up to 4%, paid parental leave, and generous paid time off.

Matching Summary

Match Score: 75

Shore United Bank is hiring a Loan Portfolio Specialist I in Leonardtown, MD, to provide administrative support to the sales team during the loan onboarding process and serve as a primary point of contact for commercial customers. The ideal candidate should have 1-2 years of experience in commercial banking and a high school education, with a focus on customer service and organizational skills.

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
  • Customer financial file maintenance
  • Loan closing coordination
  • nCino pipeline management
  • Regulatory compliance adherence

Nice-to-have

  • High level of service delivery
  • Collaborative team environment
  • Strong communication skills
  • Self-evaluation capabilities

Key Requirements

  • High School education or equivalent
  • Minimum 1-2 years commercial banking experience
  • Adherence to regulatory requirements like CRA and BSA

Work Rights

Not specified

Tailored Resume

Cover Letter