Divisional Account Manager in S&P Global Market Intelligence managing corporate client portfolios and mentoring Account Managers for revenue growth.
About the role
- Associate Relationship Manager supporting Small Business Lending Credit Team at Momentus Capital. Collaborating on loan files, underwriting, and enhancing credit analysis skills.
Responsibilities
- Complete initial loan file review and enter basic data and information into Ventures loan log.
- Identify missing documentation and/ or ‘red flags’ within the credit, and provide a checklist to the assigned RM.
- Format and edit LO narratives within V+ file, to increase efficiency and usefulness.
- Spread historic and projected financials (Income statements, balance sheets, revenue projections).
- Review personal and business credit reports and enter derogatory explanations into V+. Alert RM of missing data/derogatory items.
- Work closely with Underwriting Manager and Relationship Manager Team Lead for pipeline management and sales skills to incorporate strong customer service throughout the process to keep clients engaged and motivated.
- Train with Underwriting Manager and RM Team Lead on underwriting and credit analysis.
- Support RM Team with Credit Amendments and NAC’s.
- After proper training and experience, the Associate will be tasked with underwriting smaller or simple deals.
- The Relationship Manager Associate will review each of their credit memos with the Underwriting Manager prior to sending them to the Credit Administrator for approval.
Requirements
- Bachelor’s degree in business, accounting, mathematics or finance related field from a recognized college or university preferred.
- Proficiency with MS Office applications and strong experience in MS Excel.
- General computer knowledge and navigation skills.
- Ability to prioritize, effectively manage workload, remain organized and maintain confidential information.
- Strong written and grammatical skills.
- Prior banking or lending experience preferred.
Benefits
- The salary range for this position is $28.42 - $35.53 per hour and is eligible for an annual incentive.
- This role is remote/hybrid/onsite and is eligible for an annual incentive.
- All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
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