Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.
Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Leads and executes business development plans for clients.
Acts as a key contact to clients on credit related questions and develop strong relationship with clients.
Provides research and data gathering to facilitate solution to the client’s/prospect’s business and needs.
Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met.