In this role, you will be responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees.
In this role, you will promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.
In this role, you will be responsible for managing delinquencies, collateral exceptions, borrowing bases, portfolio reviews, specialized reporting, soft exposure, and annual reviews, criticized loans, etc.
In this role, you will manage investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies; evaluate client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy.