Middle Market Portfolio Manager II

About the Opportunity

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary/Objectives

The Middle Market Portfolio Manager II is an active member of the deal team and supports the Middle Market loan and deposit portfolio of one or more Middle Market Relationship Managers providing quality underwriting, sound portfolio management and superior client service.

Essential Functions

• Analyzes financial information to evaluate the credit worthiness of new loan requests of Middle Market Customers and Prospects
• Completes industry research to support existing and new Customers to the Bank
• Confidently and independently constructs and recommends loan structuring for complex transactions
• Assists Relationship Manager in credit presentation to Credit Administration or other leaders
• Builds and maintains positive working relationships with internal business partners

Competencies

• Expert credit analysis and evaluation skills
• Thorough understanding of complex capital structures in a variety of industries
• Excellent interpersonal skills
• Advanced technical writing skills

Qualifications And Education Requirements

Education: Four-year degree in Business Administration, Finance, Accounting or related field; Masters in Business Administration is preferred
Experience: Minimum of 8 years of experience in credit analysis, commercial and industrial/Middle Market banking, business banking with at least 5 years of specific portfolio management and/or underwriting experience.

Training Requirements/Classes

South State Bank credit policies, procedures and underwriting standards
Annual regulatory and compliance training
Additional training may be required, as needed

Recommended Additional Training

New Employee Orientation

Supervisory Responsibility

None

PHYSICAL DEMANDS/WORK ENVIRONMENT

Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports.

TRAVEL

This position may include periodic travel.

Equal Opportunity Employer, including disabled/veterans.