Responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans
Manage loans to ensure the credit risks are responsibly monitored and identified
Interface with clients in-person, over the phone and email to assess their credit needs
Gather and analyze necessary information to present financing requests to senior management or Loan Committee
Coordinate processing of approved loans
Reinforce superior customer service through follow-through with involved customers and employees
Handle various other underwriting, portfolio management and upkeep tasks related to new loan requests and/or existing Relationship Managers' portfolio.
Requirements
6+ years of related experience in Portfolio Management or similar field
Bachelor's degree or equivalent experience required
Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics
Credit analyst training completed
Advanced speaking and writing communication skills.