Account Manager managing customer relationships in the social and health sector with our ERP software. Driving new projects and ensuring customer satisfaction for ongoing clients in West Germany.
About the role
- Associate Relationship Manager supporting Small Business Lending Credit Team at Momentus Capital. Collaborating on loan files, underwriting, and enhancing credit analysis skills.
Responsibilities
- Complete initial loan file review and enter basic data and information into Ventures loan log.
- Identify missing documentation and/ or ‘red flags’ within the credit, and provide a checklist to the assigned RM.
- Format and edit LO narratives within V+ file, to increase efficiency and usefulness.
- Spread historic and projected financials (Income statements, balance sheets, revenue projections).
- Review personal and business credit reports and enter derogatory explanations into V+. Alert RM of missing data/derogatory items.
- Work closely with Underwriting Manager and Relationship Manager Team Lead for pipeline management and sales skills to incorporate strong customer service throughout the process to keep clients engaged and motivated.
- Train with Underwriting Manager and RM Team Lead on underwriting and credit analysis.
- Support RM Team with Credit Amendments and NAC’s.
- After proper training and experience, the Associate will be tasked with underwriting smaller or simple deals.
- The Relationship Manager Associate will review each of their credit memos with the Underwriting Manager prior to sending them to the Credit Administrator for approval.
Requirements
- Bachelor’s degree in business, accounting, mathematics or finance related field from a recognized college or university preferred.
- Proficiency with MS Office applications and strong experience in MS Excel.
- General computer knowledge and navigation skills.
- Ability to prioritize, effectively manage workload, remain organized and maintain confidential information.
- Strong written and grammatical skills.
- Prior banking or lending experience preferred.
Benefits
- The salary range for this position is $28.42 - $35.53 per hour and is eligible for an annual incentive.
- This role is remote/hybrid/onsite and is eligible for an annual incentive.
- All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
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