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Business Development Agent

Solutions Engineer

• Responsible for supporting the Regional Healthcare Bankers by requesting and collecting documents, financial analysis, reviewing request, inputting data in necessary bank software, submit to credit department, and assisting in the complete loan closing process.
• Coordinate and communicate with borrowers and Regional Healthcare Bankers to schedule calls and meetings with the borrower to review request, collect necessary financials and documents.
• Process loan files to meet all required criteria in a timely manner.
• Efficiently and effectively complete financial analysis and review deal for accuracy.
• Negotiate any credit terms as necessary.
• Ensure all loan documents are complete, accurate, and properly filed by verifying signatures, execution dates, collateral, and all other supporting documents.
• Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures.

Practice Solutions Consultant

Account Manager

• Acquiring, expanding, and managing a portfolio of complex warehouse lines of credit
• Acting as the primary point of contact for clients
• Identifying new business opportunities and structuring tailored financing solutions
• Collaborating with internal credit and operations teams
• Conducting regular client reviews and managing concentration risks

Business Development Agent

Practice Solutions Consultant

Senior Relationship Manager