Associate managing client service operations primarily for broker - dealers and wealth managers in the financial services industry. The role involves corporate action events, data reconciliation, and client support.
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Onsite Legal Client Services Portfolio Banker
Posted 8 hours ago
About the role
- Legal Client Services Portfolio Banker responsible for analyzing credit information and recommending credit extension decisions. Collaborates with law firms and manages loan transactions, focusing on financial trends and compliance.
Responsibilities
- The Portfolio Banker is responsible for gathering and analyzing credit information, for conducting extensive in-depth company, financial, and industry analysis, and performing due diligence to evaluate risk/return parameters of financing transactions as well as preparing Loan Worksheet Addendums and Speed Memo Addendums.
- Regularly interfaces with Clients, Relationship Managers, Regional Relationship Managers, Credit Administrators and Senior Management, and provides recommendations relating to credit extension decisions.
- Post loan boarding duties include following for financial reporting and financial covenant compliance and monitoring financial trends of borrowers and value of collateral.
- Acts as a specialized credit analyst and portfolio manager, working closely with LCS Banker/Relationship Managers to evaluate the unique financial models of law firms and legal professionals.
Requirements
- Bachelor's degree (in Business, Accounting, Finance or related discipline) required
- 5-10 years of credit analysis or portfolio management experience, with a preference for Professional Services or Commercial & Industrial (C&I) lending.
- Ability to interpret law firm financial statements and partner K-1 tax schedule.
- Critical Thinking: Strong judgment in identifying credit risks unique to professional firms (e.g., single client concentration).
- Technical proficiency: Advanced excel skills for cash flow modeling; proficiency in Bank spreading tools. Proficiency in Microsoft Office (Excel, Word, PowerPoint).
- Clear understanding of English (spoken and written).
- Time management: Ability to manage multiple deadlines/priorities.
- Ability to travel to various bank locations as needed.
Benefits
- Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.
- Provides exemplary service to ensure customer satisfaction.
- High-Touch Service: Serve as a secondary point of contact for law firm administrators and partners, providing responsive service for documentation request and operational inquiries.
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