Commercial Portfolio Manager

United Bank • Uniontown, PA • 19h ago

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Date: Jul 7, 2025

Location: Uniontown, PA, US, 15401

Company: United Bank

Job Description

JOB SUMMARY: The Portfolio Manager takes primary responsibility for the underwriting process, portfolio administration and credit quality of assigned portfolio partnering with lenders and other stakeholders both within the Bank and externally.

RESPONSIBILITIES: Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages for assigned portfolio. Ensure packages are complete, accurate and properly documented. Working directly with commercial lenders, treasury management and other team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. Responsible for full cycle of loan request process; From conducting preliminary evaluation, to entering and maintaining client information in commercial database, to providing full financial and market analysis and preparing a recommended term sheet. Contribute to the Market's success in meeting/exceeding volume and production goals; Accompanies lenders during sales calls to assist with account details, relationship building, and product recommendations. Primary liaison with internal and external stakeholders to include various Bank departments, customers, attorneys, and commercial lenders/leadership. Identify and recommend changes or enhancements to the Bank's lending policies and procedures, to better serve community and current market needs. Collaborate with lenders to identify areas of concerns pertaining to a loan and in the management of maturing loans. Responsible for overseeing renewals, document tickler and covenant tracking of loans. Monitor loan documentation and financial statement exception reports and follow-up to clear up document exceptions in a timely manner. Troubleshoot, report and manage activity on delinquent accounts at the various intervals. Generate and provide requested reports as necessary on Team's loan portfolio. Participate in team sales call and attend external events and market activities in a business development role.

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.

KEY COMPETENCIES:

Relationship Management Appetite for Continuous Learning Self-Motivated Professionalism

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

Full-time

PI275062023

Similar Jobs

3rd Shift Corporate Security Officer

Securitas Security Services USA, Inc. • Smithfield, PA • 6d ago

Management & Administrative

3rd Shift Corporate Security Officer Wage: $21.00/ hour Security Experience Preferred We help make your world a safer place. Are you interested in being part of our Security Team? Apply quickly and efficiently online. We...

6d ago

Go to Apply

Inbound Customer Service Representatives

ContactUS Communications • Grindstone, PA • 3w ago

Management & Administrative

Job Description: Customer Service Representatives handle inbound calls. Representatives are required to maintain positive and professional interactions at all times. Tasks include placing orders and handling service inqu...

3w ago

Go to Apply

Advanced Practice Professional (NP or PA)- Urgent Care- Connellsville

Fayette Physician Network • Connellsville, PA • 1d ago

Hospital & Medical

Reference #: JR25-15384 Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in ful...

1d ago

Go to Apply

A 2 East Med-Surg Nursing Care Assistant

Uniontown Hospital • Uniontown, PA • 1d ago

Hospital & Medical

Reference #: JR25-01095 Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in ful...

1d ago

Go to Apply

Manager of Ambulatory Services

WVU Medicine • Uniontown, PA • 1d ago

Hospital & Medical

Reference #: JR25-15295 Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in ful...

1d ago

Go to Apply

Diesel and Construction Equipment Mechanic

Commonwealth of Pennsylvania • Uniontown, PA • 1d ago

Trucking & Construction

Reference #: 4988426 THE POSITION The Pennsylvania Department of Transportation, Fayette County Maintenance Organization, is seeking passionate individuals to fill the role of Diesel and Construction Equipment Mechanic....

1d ago

Go to Apply

Customer Service Team Member

Michaels • Uniontown, PA • 2d ago

Retail & Hospitality

Store - UNIONTOWN, PA Deliver friendly customer service, help customers shop our store, and find what they're looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading an...

2d ago

Go to Apply

Transportation Construction Manager 3

Commonwealth of Pennsylvania • Uniontown, PA • 3d ago

Trucking & Construction

Reference #: 5022706 THE POSITION PennDOT, the Pennsylvania Department of Transportation, is on the lookout for a dedicated and experienced Transportation Construction Manager 3 to enhance their team in District 12. This...

3d ago

Go to Apply

Barmaid Bartender

Pappy's Lounge • Carmichaels, PA • 5d ago

Retail & Hospitality

Will tend Bar; maintain a clean and attractive Bar and Restaurant area; run a Lottery Machine; handle cash and operate cash register;be RAMP certified, must have a friendly and courteous customer service approach.

5d ago

Go to Apply

Acute Inpatient Registered Nurse - RN

Fresenius Medical Care North America • Uniontown, PA • 6d ago

Hospital & Medical

Dialysis experience not required. Fresenius is willing to train and has a phenomenal, fully paid training program PURPOSE AND SCOPE: The professional registered nurse Inpatient Services RN CAP 1 is an entry level designa...

6d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.