Portfolio Specialist

Dakota Legacy Advisors • Full-time • SD, US • 1m ago

Portfolio Specialist:

Hughes County, South Dakota

Build a strong foundation for your banking career in beautiful Hughes County, South Dakota, where tight-knit communities and a great quality of life meet meaningful professional growth. This entry-level to early-career role is ideal for someone looking to develop their skills in credit analysis, portfolio management, and Ag and Commercial lending while working closely with experienced banking professionals.

You’ll gain hands-on exposure to real client relationships, financial analysis, and the loan lifecycle—while being supported by a collaborative team committed to your development.

Responsibilities:

Assist with analyzing financial statements, tax returns, and cash flows for loan requests
Support due diligence efforts for new and existing credit relationships
Help manage loan renewals in collaboration with relationship managers, customers, and credit administration
Prepare and organize loan packages for review and approval
Assist with loan closings, amendments, and modifications
Track portfolio performance, covenant compliance, exceptions, and reporting
Monitor borrower financial condition and loan repayment activity
Ensure all work aligns with internal credit policies and regulatory guidelines
Serve as a support liaison between customers, relationship managers, and internal teams

Preferred Experience:

Bachelor’s degree in finance, accounting, business, agriculture, or a related field preferred
1–3 years of experience in credit, banking, finance, or a related role (or strong internship experience) preferred
Interest in Ag and Commercial banking
Basic understanding of financial statements and cash flow analysis
Strong attention to detail, organization, and a willingness to learn

To Apply, send your resume to: slewison@dakotalegacyadvisors.com

Job Type: Full-time

Pay: $48,000.00 - $53,000.00 per hour

Benefits: