Practice Solutions Consultant

Primis

full-time

Posted on: 3/7/2026

Location Type: Remote

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About the role

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.

Bachelor’s degree in business, finance or related field
Previous healthcare loan processing and credit experience
Knowledge of bank policies, procedures and products
Effective and professional verbal and written communications
Exceptional interpersonal skills including ability to develop business relationships
Strong research skills
Strong negotiation skills
Proficient on department software and MsOffice products

Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisloan processingcredit analysisdocument verificationdata inputnegotiation

Soft Skills

verbal communicationwritten communicationinterpersonal skillsrelationship developmentresearch skills