Responsible for the preparation, negotiation and review of middle market, asset based, syndicated and private bank loan documentation and other related ancillary documentation for including loan agreements, promissory notes, guaranty agreements, security agreements, and pledge agreements.
Provide an opinion on the acceptability of any credit proposal which meets the threshold for CRO review per loan policy. For credits requiring Credit Committee approval this is to be a written opinion which outlines the basis for the recommendation. Recommendations can be to support or decline and may carry conditions.
Stay abreast of industry IT trends to identify potential issues and risks, as well as relevant best practices, laws, rules and regulations impacting financial institutions and ensuring that the changes are incorporated into the audit planning and risk assessment process.