Responsibilities include, but are not limited to the following:
Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients
Analyzing financials on existing relationships and preparing update memos
Report regularly on status
New Loan Requests and Loan Renewals Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc)
Research, compile, and provide market analysis relative to a credit
Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals)
Manage and update the interim report for the RM’s portfolio
Coordinating construction loan advances on certain credits
Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc.
Provide Backup to other Relationship Managers/Relationship Administrators as needed Assist the team during vacations/absences as necessary
Provide sales & service support as necessary
5-7 years’ experience Work with limited supervision
Formally Credit Trained Demonstrates experience and judgment with credit decisions and analysis
Coach credit analysts on credit and customer interaction skills
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