Collecting information
Organizing data
Prepares action plans and schedules for various phases of project accomplishment, both short and long-range; ensures that plans are consistent with Service goals, schedules, and policies. Plans, coordinates, and establishes operating methods and procedures for accomplishment of project mission; as n
Maintains and applies a thorough understanding of the bank's credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages. Works to foster new and expand existing customer relationships through cross-selling products
Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equitybacked portfolio companies by:. Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions,
Ensures financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Keeps informed of financial and market trends in the portfolio and
This role designs and operates a proactive reporting cadence, governs data integrity across financial systems, and delivers business intelligence with real-time visibility to executives, practice leaders, and operations. The Senior Manager FP&A leads the firm's planning, forecasting, and performanc
Well-developed understanding of: Lending practices and policies Loan documentation requirements and regulations Deposit, loan, and investment systems for report generation and information gathering purposes Commercial credit analysis Loan documentation and lien perfection requirements Litigation pro
Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager