Associate - Wholesale Credit Delivery

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

1. Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase.
2. Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager.
3. Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits.

4. Ensures all Credit Process Metrics are within prescribed tolerances. Acc...

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