Job responsibilities:
- Review of loans pledged as collateral, preparation and analysis of borrowing base calculations, processing of advance and pay down requests, maintenance of deal terms in loan and collateral systems
- Update loan systems (LoanIQ/ABSolute) and collateral systems (Vulcan/Client Portal) timely with client activity
- Resolve routine exceptions regarding ineligible loans, failed sublimits, margin calls, and documentary exceptions with Clients and Front Office partners
- Perform various reconciliations and reporting at deal and business level
- Ensure compliance with audit, control and quality requirements
- Adhere to defined policies and procedures to ensure a controlled environment
- Communicate with Front Office, Trustees, Clients and other internal departments to support clients, resolve issues and respond to inquiries
- Participate in special projects and department/bank initiatives as necessary
Required qualifications, capabilities, and skills:
- College degree in Finance/Accounting or 2-4 years equivalent work experience related to trade support and loan processing
- Strong analytical, problem solving, and decision making skills
- Highly organized, extremely detailed and control orientated; strong desire to understand the full process/business flow
- Ability to effectively prioritize to meet the competing demands of Clients and Front Office partners
- Excellent communication (oral/written) and interpersonal skills; ability to develop relationships across several different client bases
- Strong PC Skills including Microsoft Excel, Word, and PowerPoint
- Ability to work independently (self-motivated and demonstrated leadership abilities) and within a team (strong teamwork skills)
- Ability to assimilate new products and processes quickly
Preferred qualifications, capabilities, and skills:
- Familiarity with automation programs such as Alteryx or Xceptor
Work schedule:
- This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change