Senior Account Manager managing multiple client accounts and coordinating internal teams for a medical communications agency. Ensuring project delivery aligns with client strategies and managing financials effectively.
About the role
- Associate Relationship Manager providing banking solutions and strategic advice for clients and prospects. Collaborating with leadership and senior bankers on credit and portfolio management tasks.
Responsibilities
- The Associate Relationship Manager functions as part of a relationship team
- Work closely with the relationship managers, and underwriters to identify and respond to client requirements
- Review loan requests to determine and collect required items needed for loan approval
- Work with RMs and underwriters to prepare preflight materials
- Participate in commercial loan requests, including tasks such as, completing Return on Equity (ROE) analysis
- Participate in the preparation of all Asset Quality Reports and new Risk Rating models
- Participate in Know Your Customer activities
- Review legal documentation to ensure that terms are appropriate and consistent with credit approval
- Work with support partners to perform system maintenance to ensure proper portfolio assignments
Requirements
- Bachelor's Degree in Business, Finance, or related field (preferred) OR equivalent experience (required)
- 2+ years of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (required)
- 2+ years working in Credit Structuring & Financial Analysis (required)
- Ability to manage workflow and complex commercial banking deals (required)
- Ability to manage stress and competing priorities (required)
- 2+ years working in Commercial Middle Market Credit Structuring & Financial Analysis (preferred)
- 2+ years Commercial Middle Market Underwriting and Financial Analysis (preferred)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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