Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
December 15, 2022
Provides feedback, direction and oversight by reviewing the work done by credit analysts or junior PMs who are supporting a senior level PM with the tasks noted above as part of Portfolio Management & Oversight.
December 30, 2022
Assist with the development, implementation and execution of various risk and control related projects.
February 21, 2023
Develops and presents credits during reviews and approval meetings, engages with Syndications on multi-bank transactions, and prepares pitch books for new client acquisition.
March 01, 2023
Lead client presentation preparation, including all background research and analysis, drafting and production of any client marketing materials and pitch books.
March 03, 2023
Demonstrated experience collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders.
April 18, 2023
Drives a focused business development effort by developing a clear and holistic understanding of the client's or prospect's business/industry.
April 18, 2023
Complete, timely, and in-depth evaluations or reviews of financial and operating risks for all credit facilities, in order to ensure usage is in accordance with approved terms and conditions.
April 23, 2023
Activities include- research potential clients and Develop Discovery Presentation, coordinate with internal Partners (Treasury, Private Wealth Advisors, Asset Based Lending, Syndicated Finance, Equipment Finance), to build targeted pitch based upon individual client needs.
May 01, 2023
Support general Compliance activities and other responsibilities, including special projects, training, and ad-hoc reporting, as assigned.
May 08, 2023