Conducts detailed financial analysis on companies in various industries utilizing financial statements and supporting documentation, including data obtained from both internal and external sources.
Prepares timely, formalized proposals summarizing the analysis, identifying any credit concerns and includes recommendations for the credit extension.
Completes reviews of ownership, licensing and other related items to document company compliance and ensure that guidelines are met.
Interfaces and communicates with key personnel of companies, automotive dealership personnel and stakeholders to obtain all required information.
Updates company records, reports and risk modeling systems with information gather during the underwriting review process.
Executes other related responsibilities and projects as assigned.
Participates in and supports ongoing professional development and training initiatives.
Ensures compliance with company policies, procedures, and external regulations.
Provides training and mentorship to interns, new department hires and matrix partners.
Participates on special assignments to improve processes and enhance department training material.