Senior Associate

Job description

As part of this role you will: In addition to the above, the Senior Associate maybe responsible for one of the specializations below: Investment Real Estate Banking - Prepare and provide analytics in support to the commercial sales team. - Interface with client, gather credit and financial information. - Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. - Prepare Opportunity Memos. - Assist with completion of annual review and loan covenant/trigger testing. - Ensure clients are in compliance with all covenants (financial and otherwise). - Conduct client meetings with Relationship Manager to develop client relationships. - Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days. - Extend credit within assigned limits. - Support Relationship Managers with Treasury/cash management needs and solutions. - Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager. - Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports. - Monitor portfolio performance ensuring acc...