Provide leadership and expertise to analysts in completing annual and/or quarterly reviews of partner risk exposures and work with the analysts and business leads to establish effective action plans, monitor partner compliance with covenants, and provide remedial management actions where appropriate.
December 08, 2019
Understand applicable credit policies, industry regulations and the requisite impact of those governance items to prospective new partners or product initiatives.
March 14, 2020
Prepares credit approval packages on new and renewed debt products, including determination of the appropriate risk rating in addition to risk factors that could change the risk rating, analysis of financial performance, performance vs.
March 17, 2020
Develop communication plans and establish tracking processes to ensure completion of initiatives and work plans that include linkage to employee performance evaluations.
April 22, 2020
Lead risk financial forecasting efforts, including designing and maintaining complex credit loss and financial risk forecasting models, conducting cost of credit analyses, and monitoring product trends to identify key areas of risk-opportunity.
April 22, 2020
Manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades.
May 11, 2020
Tracks Loan Agreement Compliance ensuring that relationships within their portfolio are monitored per the terms of the Loan Agreement.
June 10, 2020