Credit Production Manager

Primary Functions of the Position

• Evaluates / validates defined eligible collateral, advance formulas, and supporting collateral information.
• Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit.
• Conducts credit investigations and related due diligence.
• Affords assistance to the collateral monitoring group in analyzing service requests.
• When required, reviews legal and borrower-provided documentation for accuracy and completeness.
• May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues.
• Performs related reporting and project support work.

Education And Experience Requirements

• Bachelor’s Degree, preferably in Business or related field.
• Minimum 1-3 years of banking or securities experience, including experience in brokerage statement or credit analysis.
• Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred.

Essential Skills And Abilities

• Demonstrated knowledge of accounting principles and reconcilement procedures.
• Proficient in MS Office, specifically Excel and Word.
• Organized with strong attention to detail.
• Professional interpersonal and communication skills.
• Strong writing, critical-thinking, and analytical skills.

Education

• Bachelor’s: Accounting.
• Bachelor’s: Business Administration.
• Bachelor’s: Finance.

Work Experience

• General Experience - 3 to 6 years.

Certifications

• N/A - Financial Industry Regulatory Authority (FINRA).

Total Compensation

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Company Culture

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.