Avidbank

Analyst

• Spreading, managing, and maintaining financial background information on present technology customers.
• Assisting with monitoring loan portfolio credit and reporting compliance.
• Making financial analyses and managing spread assignments.
• Assisting during audit preparations and maintaining related records and files.
• Preparation of a variety of credit department reports as assigned.
• Informing Loan Officers/Credit Officers of relevant trends of specific loans, portfolios, or industries.
• Assisting lending officers on credit matters requiring close scrutiny.
• Coordinating loan boarding process.

Portfolio Analyst

Manager

• Effectively manage a small team
• Coordinate between Credit and Finance on the quarterly ACL preparation
• Update and compile charts and selective narrative portions of the quarterly ACL Qualitative report
• Manage ACL audits and validation process
• Prepare monthly credit risk management report deck to assess KPl's, leading indicators, data management and forward projections to measure risks and/or opportunities in a useful and actionable framework
• Provide reporting for Credit Committee and Board of Directors
• CRA WIZ software administrator. Update quarterly CRA reporting in conjunction with the CRA coordinator
• Update CRE stress testing (quarterly) in conjunction with the CRE credit officer
• Manage the accuracy of the covenant tickler system
• Baker Hill Administrator
• Sageworks/Abrigo Administrator
• Prepare additional portfolio reports for Credit Administration
• On an as needed basis, design and develop forms and spreadsheets for Credit Administration
• Provide input to management on where improvements are needed for Horizon loan system

Credit Risk Reporting Manager

• Manage the bank’s daily liquidity position and funding
• Assist with monthly finance and treasury reporting
• Handle fixed income securities purchases and sales
• Assist with SBA loan purchases
• Prepare reporting for interest rate risk modeling
• Provide support for regulatory and audit exams
• Support other functions within Finance
• Ad hoc reporting

Treasury Analyst

Account Manager

• develop a significant Construction pipeline and lending portfolio for the Bank
• build and maintain long-lasting business relationships through high-quality service
• solicit new business via various business development activities
• assist in meeting annual loan and deposit growth goals assigned by senior management
• provide leadership and training for less experienced officers and other staff members

Portfolio Analyst

Credit Risk Reporting Manager

Treasury Analyst

Business Development Relationship Manager