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Commercial Portfolio Manager II

3 months ago

Raleigh, North Carolina, United States South State Full time


As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years.

SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships.

We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

SUMMARY/OBJECTIVES


The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service.


ESSENTIAL FUNCTIONS

  • As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management
  • Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures
  • Completes industry research, as needed, supporting existing and new Customers to the Bank
  • Compiles commercial loan packages for commercial relationships in excess of $1,500,000, ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation.
  • Guides the loan request through the Credit Approval Process and works with the Relationship Manager to ensure the loan structure meets the needs of the client and the operating objectives of the Bank.
  • Verifies that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures.
  • Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to covenant testing and tracking, the annual servicing review process and exception clearing.
  • Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available.
  • Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank.
  • Ensures that all required documentation is in file for all approvals. Works with the Relationship Manager and the Loan Assistant to help clear documentation or compliance deficiencies noted by Loan Operations or other review.
  • Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers.
  • Builds and maintains a positive working relationship with internal business partners (Loan Operations, Credit Administrators, Credit Leadership, Local Line Leadership and Branch Personnel etc.)
  • Undertakes special projects related to job function as determined by Credit Administration Leadership
  • Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank.
Qualifications & Requirements

  • Education: Four-year degree in Business Administration, Finance, Accounting or related field; equivalent work experience.
  • Preferred Education: Masters of Business Administration, Graduation from a recognized school of banking or RMA CRC is an asset or equivalent work experience.
  • Experience: Minimum of 4-6+ years of experience in credit analysis, commercial banking, and business banking with at least 2 years of specific portfolio management and/or underwriting experience. Familiarity with loan structuring and loan documentation is required.
  • Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and standard underwriting practices related to lending procedures.

COMPETENCIES

  • Excellent interpersonal skills
  • Proficient in Microsoft Excel and Word
  • Strong organization skills
  • High attention to detail
  • Cooperative and willing to assist coworkers and customers on a regular basis
  • Possesses multi-tasking skills and be able to function well under pressure
  • Preferred experience with nCino
TRAINING REQUIREMENTS/CLASSES

  • SouthState Bank credit policies, procedures and underwriting standards
  • Annual regulatory and compliance training
  • Additional training may be required, as needed
Supervisory Responsibility

  • None

TRAVEL
This position does not require travel.