In this role, the selected candidate will support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.
In this role you will analyze the foreclosure and bankruptcy status on each loan in assigned portfolio. Identify and resolve potential delays or escalate as necessary. The selected candidate will assemble and analyze required supporting documentation to prepare a thorough analysis of recommended loss mitigation/ liquidation strategy.
In this role, the selected candidate supports the Department Manager, Team Leader, Relationship Managers, SCO's and CO's in their credit underwriting efforts including industry and company research, Blue memo preparation, including accompanying the Relationship Managers on customer and prospect calls, and various other customer oriented projects.
This position is ideal for a Trust Portfolio Manager who wants to be more involved in direct client relationships, helping existing clients grow their portfolios as well as working with an established team of wealth professionals to help bring in new clients.