Associate Commercial Banking Portfolio Coordinator

About the job

In This Role, You Will • Review borrowers’ covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages • Track jobs assigned at every stage of the process prior to underwriting • Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work • Perform basic credit investigations on companies and industries • Escalate issues or complaints in a timely manner Required Qualifications • 6+ months of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Reference NumberR-522687

Requirements

• Financial Analysis
• Data Entry
• Customer Service

Preferred Technologies

• Financial Analysis
• Data Entry
• Customer Service