Key skills
CommunicationCollaboration
About this role
Role Overview
- Manage all aspects of an assigned portfolio of accounts
- Ensure the relationships meet corporate standards for risk and financial controls
- Manage portfolio through complete and current knowledge of client’s financial condition
- Responsible for ensuring all advances and loans comply with loan policy
- Attain an acceptable contribution to overhead and/or profit from each client arrangement
- Responsible for documenting all relationships to ensure approved legal documentation
- Resolve factoring and asset based lending service problems
- Propose changes in policies and procedures to reduce costs
- Develop and operate within individual budget to control expenses
- Structure and underwrite changes to existing deals
Requirements
- Bachelor's degree or equivalent education and work experience
- Up to 2 years relevant experience
- Customer service
- Communication skills (verbal & written)
- Collaboration
- Financial Acumen
Benefits
- health insurance
- 401(k) retirement benefits
- life insurance
- disability benefits
- paid time off
- annual performance-based incentive opportunity