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Form of workPOSITION SUMMARY: Responsible for overseeing, coordinating, and distributing materials for various weekly credit approval committees, the completion agendas for these committees, responsible for tracking results and the monitoring for receipt of ongoing financial requirements as well as the electronic filing for all commercial loan accounts. Provides support to the Credit Business Data Analyst by assisting with the monitoring and reporting of various Credit related InSight monitoring and reporting as well as routine maintenance and cleanup of data.
May assist in credit analysis related processes and loan transactions of current and prospective customers and performing duties that require independent, discretionary judgment.
ESSENTIAL REQUIREMENTS:
- Oversees the financial statement tracking and reporting function for all Business Banking and Specialty Finance clients, including InSight Portal review and monitoring.
- Oversees the financial statement covenant and financial indicator process, reporting, and maintenance thereof.
- Oversees the coordination, and distribution of materials for various weekly credit approval committees, including the completion agendas for these committees.
- Responsible for the creation and ongoing maintenance of organized electronic business credit files for commercial loan accounts.
- Provides review, testing, and verification of compliance related requirements including, but not limited to Reg B, CRA, Loan not Originated, and Joint Intent.
- Assists in special projects for the Credit Administration Department including, but not limited to, compilation of the monthly Credit SDR, monitoring the shared mailbox for Credit Bureau requests, and overseeing the annual review and updating of the Credit Procedures manual.
- Works with the Business Credit Data Analyst to maintain a process for routine data cleanup and maintenance in InSight (TCE Groups, Duplicate Relationships, Collateral, NAICS, etc.).
- May assist with the review of credit score loan transactions for current and prospective clients for proper approval and adherence to loan policy guidelines and regulations and communicates approvals to Loan Officers or Senior Credit Analyst via bank software.
- Responsible for the completion of all compliance training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS:
Perform all other duties as assigned.
EXPERIENCE/SKILLS: Two (2) to four (4) or more years of relevant work experience preferred.
- Advanced knowledge of Microsoft Word, Excel, InSight/nCino/Salesforce.
- Analytical and project management skills.
- Ability to learn and apply new technologies and processes, quickly and effectively.
- Great time management, interpersonal, and problem-solving skills.
- Good organizational skills, attention to detail and follow-through.
- Good written and verbal skills.
EDUCATION: Bachelor’s Degree preferred.
TRAVEL REQUIREMENTS: Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT: MS Office PC, phone, and standard office equipment.
