Wholesale Credit Admin Associate II

Laterally
New York, IL
Category Customer Service
Job Description
Role Overview

Assists with moderate to complex tasks related to the credit process, including monitoring financial reporting, coordinating client onboarding, and supporting the systematic execution of the credit process.

What You Will Do

Engages with team members to manage the bank's portfolio, resolves client needs, and assists in risk management by clearing collateral exceptions.

Why It Might Be a Fit

Requires 3 years of experience in Commercial and Wholesale credit lending and portfolio management support, with strong organization and communication skills.

Requirements

  • 3 years of experience in Commercial and Wholesale credit lending and portfolio management support
  • Credit Guidelines and lending procedures
  • Underwriting systems
  • Credit documentation verification
  • Commercial Lending and Commercial products
  • Strong organization and communication skills
  • Institutional banking experience and knowledge of lending products an advantage
  • Oriented with proficiency in all Microsoft applications: Excel, PowerPoint

Benefits

  • Dental insurance
  • Vision insurance
  • Discretionary incentive eligible
  • Paid time off
  • Resources and support
  • Industry-leading benefits
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