South State Bank – Blair Call Summary
Roles: 2x Commercial Portfolio Manager II, Atlanta. C&I/middle-market focus — manufacturing, wholesale distribution, construction, owner-occupied RE, borrowing-base lines, equipment loans. Bilateral structure, bank as primary lender.
Candidate profile: 5–10 yrs; portfolio management, credit underwriting, credit risk review, or analyst background. Non-bank acceptable. Second-line/risk org — deal structuring, UW, financial statement analysis, covenant management, credit memo writing. Typical tickets $2–3M; participations $10–20M; single-hold up to $30–40M.
Comp: PM1/PM2/PM3 banding; sub-$100k–~$150k base; ~10% bonus (up to 15%), tied to portfolio + bank profitability.
Process: CV direct to Blair ? Blair pre-screens ? phone screen ? full-day on-site (~3–4hrs, 3–5 interviewers: RM, PM team lead, CCO etc.) ? fast offer if consensus. Alternative: Workday application (Blair can pull from there too).
Vendor/fees: Offer triggers vendor approval process — HR will request W-9 + tax info. Blair connects us. They prefer exclusivity on placed candidates; confirm specifics with HR.
Actions:
- Send confirmation of assignment email to Blair (blair.upbond@southstatebank.com)
- CVs to Blair by Wednesday lunchtime
- Follow-up call after submission to review feedback
- If candidate progresses to offer ? Blair introduces HR/vendor partner
