Live Oak Bank

Analyst

• Serve as a point of contact for a specified book of clients and as a liaison to internal teams such as loan officers, relationship managers, underwriting, credit, capital markets, closing, operations, and others.
• Collect and analyze financial information from assigned accounts throughout the life of the relationship.
• Responsible for reviewing and spreading financial statements.
• Manage collateral monitoring including asset-based facilities with borrowing bases.
• Ensure clients remain compliant with all conditions set forth in the loan documentation.
• Use financial models to develop a forward-looking credit risk assessment based on key value drivers and sensitized assumptions.
• Conduct on-boarding of new clients; may lead meetings and discussions with key stakeholders including client executives, equity sponsors, partner lending institutions, developers, and internal team members.
• Identify and underwrite loan modifications/amendments/renewals accurately and timely in accordance with bank procedures and policy.
• Help prepare and participate in quarterly credit meetings.
• Complete various projects as needed or as assigned by management.

Associate Portfolio Analyst – Venture Banking

Affiliate Manager

• Be a Strategic Advisor to Drive Business Success
• Shape technology strategy aligned with business objectives
• Identify opportunities for technology-driven innovation
• Foster strategic collaboration and communication between business and technology teams

Associate Portfolio Analyst – Venture Banking

Technology Business Partner