Do you enjoy analyzing financial data to identify emerging credit risks? Are you accustomed to participating in the development of process and procedure improvements? Are you extremely interested in Commercial Real Estate markets with a high degree of detail? We are looking for someone to use their expertise to help us:

• place calls to Private Bankers and Financial Advisors to update and complete financial statement requests and loan files
• assist Portfolio Managers evaluate financial spreads, cash flow, and credit documents
• assist with the credit analysis and monitoring of complex loans to HNW and UHNW clients
• be responsible for assuring loan information systems, databases, and departmental trackers are complete and accurate
• prepare weekly, monthly, and quarterly reports for management
• recommend and implement process improvements in coordination with Portfolio Managers, department Head, and other stakeholders to improve efficiencies, timeliness of information and data accuracy
• assist in the timely transition loans from Underwriting to Portfolio Management with adherence to strict quality control parameters to ensure systems, trackers, and loan files accurately reflect approved terms and conditions, legal documentation, and file completeness
• maintain and update Borrower’s loan data in internal systems and trackers