Loan Portfolio Specialist

Shore United Bank is hiring a full-time Loan Portfolio Specialist to join our team. The Loan Portfolio Specialist provides administrative and operational support throughout the commercial lending and relationship management process. This role serves as a key liaison between customers, Relationship Managers, Portfolio Managers, Underwriters, Loan Servicing, and branch personnel to facilitate loan origination, servicing, renewals, and portfolio management activities. The position is responsible for maintaining customer financial information, coordinating documentation requirements, monitoring pipeline activity, and delivering a high level of customer service while ensuring compliance with bank policies and regulatory requirements.

What You'll Do:

A detailed list of job duties includes (but is not limited to):

• Organizes Relationship Manager's work environment and schedules appointments.
• Maintains customer financial files, collects annual required financials.
• Submits financial requests and tracks/documents follow up calls for information.
• Sends renewal letters, tracks disbursements of letters and documents follow up calls.
• Assists LSS with coordinating loan closings and collecting due diligence/loan closing checklist items.
• Addresses customer needs.
• Assists in the preparation of credit memos and facilitates communication between UW, RM/PM and client for new requests and renewals.
• Works with the branch and CS team to ensure new account and treasury mgmt. documentation is collected and saved.
• Manages opportunities in nCino for the sales staff.
• Tracks production and referral logs and pipeline on a weekly basis.
• Supports branch staff with lending needs, concerns and questions.
• Provides service to customer by keeping them abreast of loan status and responding to their questions.
• Collects and tracks annual required financial statements and supporting documentation from commercial borrowers.
• Assists with the coordination of annual loan reviews and renewals, including monitoring due dates and obtaining required information.
• Updates and maintains loan opportunities and loan pipeline information within nCino, including weekly status updates on loans in process.
• Tracks production activity, referral logs, and pipeline reports for Relationship Managers and Portfolio Managers.
• Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.

Location: Leonardtown Branch - 25395 Point Lookout Rd, Leonardtown, MD 20650

Position Type/Expected Hours of Work:

• Full-time.
• Non-exempt.
• Days of Work: Monday-Friday. 

Required Education and Experience:

• High school diploma/GED equivalent.
• 1-2 years' experience in commercial banking
• Strong time management, analytical and organizational skills
• Ability to work independently and be a self-starter
• Attention to detail and effective multi-tasking abilities
• Proficient computer skills; specifically, Microsoft Office Suite and Outlook
• Excellent communication and customer service skills and the ability to maintain a positive attitude and approach at all times when dealing with customers, both internal and external
• Ability to exercise professionalism, confidentiality, and good judgment

Compensation:

• The pay range for this position is $24.00 to $30.00 hourly. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.