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About the role
Key responsibilities & impact- growing profit of the portfolio by deepening existing customer relationships
- maximizing profitability, revenue and retention of existing relationships by cross selling the full range of products and services
- administering and monitoring largest portfolio of most complex commercial loans
- managing loan relationships within the portfolio
- building revenue to exceed growth goals for the portfolio through cross selling products to existing clients
- ensuring accuracy within maintenance of Customer records
- preparing in-depth management reports summarizing portfolio activity
- administering existing loans to ensure complete conformity with terms and adequacy of documentation
- performing regular site visits to audit accounts
- providing technical guidance and assisting staff with most complex aspects of work
- contributing and providing input to loan decision processes based on evaluation of credit risk
Requirements
What you’ll need- 4 year degree or equivalent experience
- 5+ years related experience
- Proven understanding of commercial credit decision process
- Proven credit, financial analysis and accounting skills
- Proven knowledge of commercial legal and regulatory guidelines
- Proven Customer service and relationship management skills, including proven track record of building and expanding Customer relationships
- Proven attention to detail
- Proven supervisory skills
- Proven communication skills, both verbal and written
Benefits
Comp & perks- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development and reward and recognition
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial credit decision processfinancial analysisaccountingcredit risk evaluationloan administrationdocumentation adequacyportfolio managementcustomer record maintenancereport preparationcross selling
Soft Skills
customer servicerelationship managementattention to detailsupervisory skillscommunication skills
Certifications
4 year degree or equivalent experience