Fund Finance Portfolio and Sales Associate

🕒 vor 1 Monat

🌲 North Carolina, Virginia – Remote

🌲 North Carolina – Remote ⚔️ Virginia – Remote

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💸 Finanzplanung und Analyse (FP&A)

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SouthState Bank

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

🏦 Bankwesen

💸 Finanzen

💳 Fintech

Banking • Finance • Fintech

SouthState Bank ist ein Finanzinstitut, das eine breite Palette von Bankprodukten und -dienstleistungen anbietet. Es bietet persönliche Banklösungen wie Giro- und Sparkonten, Kreditkarten sowie Online- und Mobile-Banking. Die Bank bietet auch Finanzierungsmöglichkeiten, einschließlich persönlicher Darlehen, Hypotheken und Kreditlinien auf Immobilien. Darüber hinaus bietet SouthState Bank Investitionsdienstleistungen wie Finanz- und Altersvorsorgeplanung. Für Unternehmen bietet sie Bankdienstleistungen für kleine Unternehmen und Geschäftskunden an, einschließlich Darlehen, Kreditlinien und Liquiditätsmanagement. Sie bieten zudem Vermögensverwaltungsdienste für private und Firmenkunden.

Beschreibung

• Serve as a primary point of coordination for client and prospect documentation requests, including follow-up to ensure timely and complete responses. • Design, maintain, and manage standardized diligence request templates for credit and treasury needs, including prescreen, underwriting, and post-closing stages. • Review diligence materials for completeness and accuracy; identify gaps and coordinate resolution with internal partners and clients. • Establish and maintain secure document repositories (e.g., GlobalScape and SharePoint), ensuring consistent organization, reconciliation, and naming conventions. • Partner with Relationship Managers, Treasury Management Sales Officers, and Portfolio Managers to ensure accuracy of pipeline reporting, key milestones, fundings, and closings. • Build and maintain accurate relationships, households, and opportunities within nCino and related systems. • Support Portfolio Managers and Relationship Managers with credit-related processes, including underwriting support and annual servicing. • Maintain and reconcile Limited Partner (LP) data, including subscription agreements, capital commitments, exclusions, and guarantees. • Track borrowing base availability and ensure consistency with borrower capital tables and governing documentation. • Support quarterly and annual portfolio reviews, credit reviews, and reporting requirements. • Coordinate with Treasury Management and Operations teams to facilitate deposit account openings and implementation of treasury services. • Monitor account opening exceptions and work with internal partners to resolve outstanding items. • Support Treasury Navigator implementations and ongoing servicing needs as required. • Complete Customer Acceptance Program (CAP) pre-approval forms and submissions, including foreign loan borrowing documentation. • Track enhanced due diligence requirements related to foreign LPs, PEPs, AML policies, and other risk-related items. • Assist with monitoring maturing loans, past dues, covenant reporting, and collateral exceptions, ensuring timely resolution. • Support responses to internal credit, risk, or audit inquiries. • Reconcile data across loan systems, treasury platforms, and reporting tools. • Participate in special projects and initiatives related to Fund Finance portfolio management, reporting enhancements, and process improvements. • Periodically accompany Relationship Managers on client or prospect calls, as requested.

🎯 Anforderungen

• Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent relevant experience • 1–3 years of experience in commercial banking, credit support, portfolio management, fund administration, or a related financial services role • Exposure to fund finance, subscription lending, private capital, or complex commercial credit structures preferred • Experience supporting relationship managers, portfolio managers, or sales teams in a client-facing or portfolio support capacity is a plus. • Working knowledge of credit documentation, underwriting support processes, and portfolio monitoring. • Familiarity with treasury management products, deposit operations, and client onboarding workflows. • Strong analytical skills with the ability to synthesize complex data and present clear insights. • Ability to maintain confidentiality and adhere to regulatory, compliance, and risk management standards • Strong written and verbal communication skills with the ability to interact effectively with internal partners and external clients. • Demonstrated ability to manage multiple priorities, deadlines, and workflows in a fast-paced, deal-oriented environment. • High attention to detail with strong organizational and follow-through skills. • Analytical mindset with the ability to interpret fund structures, LP data, borrowing base mechanics, and portfolio metrics. • Proficiency in Microsoft Office applications, particularly Excel, for data analysis and reporting. • Ability to learn and navigate banking systems and credit platforms such as nCino and related portfolio tools. • Collaborative approach with the ability to build effective working relationships across sales, credit, treasury, risk, and operations teams. • Self-directed and proactive, with the ability to operate effectively with limited supervision.

🏖️ Vorteile

• Equal Opportunity Employer, including disabled/veterans