Assist with originations and closings of multi investor and proprietary fund investments by underwriting upper tier Fund structure, underwriting lower tier proprietary investments, assisting with the credit approval process, working with team members on the review and negotiation of upper tier Fund documentation and engagement of outside counsel, and collaborating with in

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the

Account Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline New Business Development by prospecting, qualifying, and closing new vendor programs Negotiate transactions, help gather documentation and credit information Assist in negotiation and deal structuring On Boarding new vendors and programs Develop strong business relati

User Support/Engagement Demonstrate advanced knowledge of the various underwriting and portfolio management systems (i.e. nCino) and FCB's configuration in order to answer user questions including error messages, complex deal entry, system work arounds, and building reports and dashboards. Communicate regularly with users via multiple channels, including educating them on

Business Support Maintains a positive, empathetic, and professional attitude toward customers at all times while handling customer complaints, providing appropriate solutions and alternatives within the time limits; following up to ensure resolution; providing accurate, valid, and complete information by using the right methods/tools. Identifies and assesses customers' ne