Valuation Advisory Associate/Senior/Manager supporting valuation engagements for Kaufman Rossin, a leading accounting firm. Collaborating with team members to deliver quality services in business valuation.
About the role
- Credit Portfolio Manager I managing investment commercial real estate borrowers from $5 million to $50 million in total lending exposure. Analyzing credit risk and recommending credit solutions within a team of underwriters.
Responsibilities
- Gather financial and general business information pertaining to customer and prospect loan requests
- Perform financial analyses needed to make credit decisions
- Contribute and provide input to group loan decision process based on evaluation of credit risk and other key factors
- Support commercial banking team and recommend credit solutions that add value to the Customer
- Manage specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations
- Manage overall analytical support and workflow production needs for a department
- Work on larger, more complex deals, mainly focused on Middle Market
- Act as a consultant to business lines regarding credit issues, processes and procedures
- Function as a resource for business lines and work with senior management on various issues; managing expectations and negotiating timelines
- Partner with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners
- Perform periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms
- Coordinate with Account and Relationship Managers to perform routine financial analyses and credit investigations
- May communicate credit decisions to Relationship Managers and Account Managers
- Manage and oversee workflow and adherence to policy for department
- Participate in organizational cost benefit analysis and implementation
- Manage activities by creating and maintaining quantifiable service level standards against business performance
- Ensure timeliness of information and efficiency in process and workflow
- Maintain confidentiality of credit and customer information at all times
- May lead a team of Credit Analysts within a region or market
Requirements
- Bachelor's degree or equivalent experience
- 5+ years related experience
- Strong understanding of commercial business development techniques and credit decisions
- Demonstrates business development track record
- Strong market presence with wide network of outside referral sources for new business
- Demonstrates credit and financial analysis skills
- Refined negotiation skills
- Demonstrates communication skills, both verbal and written
- Demonstrates PC skills
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development
- reward and recognition
Job title
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Experience level
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