Demonstrated track record of managing transactions, leading and cultivating individuals, interacting with all levels of the organization and working within a team environment to manage, monitor and grow portfolio in a business environment based upon mutual respect and teamwork.
March 18, 2021
Works with processing/funding to ensure accurate flow of information in documents to provide efficient closing of loan funding.
April 15, 2021
Performs In-depth analysis of a guarantor's financial position through a thorough investigation of personal financial statements, understanding any contingent liabilities, constructing a global cash flow analysis, thorough investigation of personal tax returns and credit reporting documentation/ Fair Isaac output data.
April 18, 2021
Assists with credit presentations to include financial statement spreads, covenant testing, collateral analysis, obligor/facility ratings, cash flow analysis, relationship exposure, and underwriting.
May 09, 2021
Understand applicable credit policies, industry regulations and the requisite impact of those governance items to prospective new partners or product initiatives.
May 14, 2021
Monitors adherence to such policies and validates that exceptions are adequately identified, fully justified and properly approved.
July 08, 2021
Provides direct support to Senior Credit Officers/Credit Manager to develop and analyze all relevant credit information in conjunction with account officers pertaining to more complex commercial and business loans.
July 09, 2021