Credit Associate I

Job description

Description The Credit Associate I supports Credit Administration through coordination of tickler management, compliance reporting, and loan documentation activities. This role serves as a key liaison among customers, internal partners, and third-party vendors to ensure timely receipt and tracking of financial and compliance documentation. The position also provides administrative and operational support to Credit Administration leadership and committees. ESSENTIAL DUTIES AND RESPONSIBILITES include the following - Manage Abrigo Tickler requests and tracking for annual reviews, site inspections, and past due items, coordinate document collection with customers, internal Portfolio Management, and third-party vendors. - Prepare and distribute monthly tickler compliance reports for senior credit leadership and CCO reporting, segmented by loan type. - Provide loan documentation support using LaserPro for new loan originations and loan modifications (training provided). - Assist with credit committee and IARC activities, including meeting preparation, note taking, and production of formal meeting minutes. - Pull and maintain weekly delinquency, payment, and maturity reports and assist w...