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Job Description:
Job Description:
This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include supporting credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners, handling more complex opportunities and may provide coaching to associates when dealing with day-to-day support activities.
Responsibilities:
Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation
Identifies and resolves data quality issues
Identifies opportunities to improve operational efficiency
Understands policy and procedures and ensures compliance
Leads or participates in special projects
Coach and develop junior associates
Required Qualifications
1+ years’ experience in the commercial banking or finance industry
1+ years’ credit documentation verification
Ability to work efficiently and productively on several transactions or tasks at one time, while driving results and meeting deadlines.
Must have working knowledge of Microsoft Office products
Desired Qualifications
Bachelor’s degree in accounting, finance or related field
Auto industry experience
Skills:
Attention to Detail
Data Collection and Entry
Record Keeping
Oral Communications
Written Communications
Collaboration
Customer and Client Focus
Planning, Time Management, Organization
Prioritization
Portfolio Monitoring
Credit Documentation verification
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