Job Responsibilities
- Gather financial information required such as financial statements, accounts receivable agings, borrowing base certificates from customer or Banker.
- Utilize various internal systems to identify information needed and provide to the Underwriter.
- Monitor financial information if required. Reach out to banker / underwriter or clients to resolve.
- Utilize work flow tools to monitor status of new deals, annual reviews, renewals until it is in the credit evaluation stage.
- Supports Single Line of Business either Middle Markets Specialized Industries Pre-Underwriting ( Annual Grade Review – GHHN(Government Healthcare Higher Education and Not for Profit) & CORE, New Deal – GHHN(Government Healthcare Higher Education and Not for Profit) & CORE, CAMP(Credit Agreement Monitoring Platform) Monitoring, Doc Intake) ; or Business Banking (Credit Service Center & Business Loan Center – Verification, Credit Service Center & Business Loan Center – Missing Info, Advanced Fraud Check, Pre-Underwriting Email Support)
Required Qualifications, Skills, and Capabilities
- Fresh graduates of any financial-related course are welcome to apply
- College degree or equivalent experience
- 2 years of experience in a related analytical role is required
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment
Preferred Qualifications, Skills, and Capabilities
- Experience in a credit analysis or underwriting environment is preferred
- Knowledge of credit and commercial loan systems, preferred.