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Job description
Job Description: This position assists with tasks related to the credit process, supporting risk activities, monitoring financial reporting, onboarding clients, and coordinating systematic execution of the credit process alongside managers, teams, and operations. The role requires working with Enterprise Credit associates and staying current on bank policies, procedures, and systems.
Note: Internal employees working from home are eligible to apply; selected candidates may be required to work onsite per the workplace excellence policy.
Responsibilities
Engage with team members to support partnership with teams in managing the bank's portfolio through monitoring financial package collection, maturities, annual reviews/financial analysis summaries, past due payments, and failed covenants.
Assist in resolving client needs such as ordering pay-off letters.
Assist in risk management by clearing collateral exceptions to reduce the bank's legally binding exposure.
Engage in timely and accurate deal coordination by working with outside counsel to prepare loan documentation, completing pre-close checklists, and connecting with fulfillment to book facilities in the system of record.
Required Qualifications
12+ months of experience with a working knowledge of financial institutions’ credit policies, procedures, and guidelines.
Proficiency with MS Office Applications, especially Excel and Word.
Well organized and able to work independently with minimal management oversight.
Manage multiple assignments simultaneously and meet deadlines.
Prioritize numerous time-sensitive and business-critical activities.
Ability to build partnerships across the organization.
Skills
Customer and Client Focus
Issue Management
Prioritization
Written Communications
Attention to Detail
Collaboration
Collection Management
Oral Communications
Adaptability
Customer Service Management
Planning
Recording/Organizing Information
Research
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent.
Shift
1st shift (United States of America).
Hours Per Week
40
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.