Key skills
Communication
About this role
Role Overview
- Manage a cross section of accounts while being the client's voice.
- Coordinate quarterly/annual reviews with the Credit Campus.
- Ensure compliance and document accuracy for closings.
- Establish relationships as the primary contact for customers.
- Analyze financial statements and manage risks.
- Mentor junior analysts to distribute workloads efficiently.
Requirements
- Manage a cross section of accounts within the Portfolio.
- Implement and manage CA duties on complex relationships.
- Work closely with the Credit Campus for reviews and renewals.
- Collection of Financial Statements and required documents.
- Ensure document accuracy for all closings.
- Establish strong relationships with assigned customers.
- Complete all required compliance items for borrowers.
- Prepare and present Watch List/AQR Reports.
- Act as internal advocate for assigned book of business.
- Responsible for internal communication of borrower’s performance.
- Develop less experienced Commercial Analysts.
- Improve profitability within the assigned book.
Benefits
- Eligibility for incentive compensation, including production, commission, and/or discretionary incentives.
- Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.