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About the Company
The Future of Wood Processing is Here…Biesse America is driving the future of woodworking technology with a renewed focus on innovation, service excellence, and customer partnerships. As a global leader in machinery and automation for wood processing, our advanced solutions empower manufacturers of all sizes to meet the demands of modern production with precision, efficiency, and reliability. As we continue to strengthen our presence within the Southeast, we’re looking for experienced Sales Professionals to join our growing Wood Division. If you’re passionate about delivering top-tier solutions and thrive in a collaborative environment that includes expert applications engineers, marketing, and service teams, we’d love to connect and share more about this opportunity.
Responsibilities
- Leverage in-depth wood processing and machining knowledge to present and sell company’s capital equipment and services to current and potential customers
- Generate and follow new leads and referrals resulting from field visits, trade shows, etc.
- Establish and maintain current customer and potential customer relationships
- Responsible to manage and support existing distribution network
- Collaborate with the marketing department to establish activities within territory such as dealer open houses, customer open houses, tech tours, and product promotions
- Active utilization of CRM/Sales Intelligence to improve Area Sales Growth and efficiency in alignment with corporate commercial strategy
- Participation in both regional and national trade shows and training seminars
- Extensive travel within territory (75%)
- Other duties as assigned
Qualifications
- 3+ years of experience in the wood processing and manufacturing industry, preferably with CNC machines.
- Parallel industry experience, such as tooling, technology applications, and software optimization for manufacturing will also be considered.
- Knowledge and understanding of wood processing and applications
- Experience using Customer Relationship Management tools, preferably SalesForce
- Ability to build trust and develop relationships with people from small business owners to leadership of large companies
- Ability to troubleshoot and solve problems with customers, management, and colleagues
- Ability to travel both domestic and international (75%)
Benefits
- Car Allowance
- 401K with Company Match
- Medical, Dental & Vision Insurance
- Disability Insurance
- Life Insurance
- Paid Time Off + Paid Holidays
- Flexible Schedule
Schedule:
- Monday to Friday
- Weekends as needed
Job Type: Full-time
Unlock your potential at Coulisse
Since our establishment in 1992, Coulisse has grown into a global window coverings specialist. We are a team of passionate people who believe in partnership and joint success. Based on the belief that window coverings are much more than just a functional product, we are redefining our market—lifting window coverings to a higher level and putting our partners ahead of the curve.
Our company is growing rapidly, and we are seeking motivated, results-driven professionals with strong sales experience to join our expanding Americas sales team.
Role Overview
As a Southwest Sales Representative, you will be responsible for representing and promoting Coulisse’s full product portfolio, including hardware, textiles, screens, and our MotionBlinds automation platform. You will focus on growing revenue within an established customer base while actively developing new business opportunities throughout your assigned territory.
This position is based in Miami, Florida, and reports directly to the Sales Manager. The role requires frequent travel within the assigned territory and may include a combination of in-office and remote work depending on business needs.
Territory
Southwest United States, including:
- Oklahoma (OK)
- Texas (TX)
- New Mexico (NM)
- Arizona (AZ)
Why Work at Coulisse?
- Be part of a global team of industry experts
- Competitive base salary plus performance-based bonus program
- 20 days of PTO plus paid national holidays
- Company events, sponsored lunches, and wellness initiatives
- Medical, dental, and vision insurance benefits
- 401(k) retirement plan with employer match
Essential Duties and Responsibilities
- Manage, grow, and develop the assigned Southwest territory
- Maintain strong, professional relationships with existing customers and internal teams
- Identify, initiate, and develop new customer relationships and sales channels
- Present and demonstrate Coulisse products and solutions to customers and prospects
- Work closely with the Sales Manager to develop and execute territory and market strategies
- Track sales activity, opportunities, and customer interactions using CRM tools
- Stay informed on market trends, competitive activity, and product developments
- Represent Coulisse at industry events, trade shows, and customer meetings as needed
Qualifications
- Proven sales experience; experience within interior window coverings or related industries preferred
- Strong communication skills with the ability to build rapport and long-term relationships
- Excellent verbal, written, interpersonal, and listening skills
- Proficient with PC-based systems; experience with CRM and ERP platforms such as Salesforce or Microsoft Dynamics preferred
- Strong organizational, time-management, and prioritization skills
- Self-motivated, results-oriented, and able to work independently
- Willingness and ability to travel frequently throughout the assigned territory
About Us
Primis is partnering with a fast-growing, venture-backed fintech startup that is building the fastest, simplest way for guests to pay inside hospitality venues. With a quick scan of a QR code, diners can pay, tip, and leave in seconds. The team believes great products should feel obvious, not complicated, and they focus relentlessly on simplicity, trust, and an exceptional guest experience at every interaction.
Today, the company’s platform powers payments in thousands of restaurants across major markets in the US, UK, and Europe—helping operators turn tables faster, increase tip volume, and unlock valuable operational insights. They push themselves to go beyond what’s expected, building with ownership, moving quickly, and scaling ambitiously as they tackle their largest growth opportunity in the US.
About the Role
This isn’t your typical sales role, you'll be joining our Miami team to accelerate our growth in a key U.S. market. We’re looking for a bold, strategic, and entrepreneurial Account Executive who’s ready to make an outsized impact.
Whether you're coming from a top consulting firm and ready to get your hands dirty in the startup world, or a high-growth sales environment where you've built something from zero to one, you’ll thrive here if you’re hungry to own a market, build deep partnerships, and drive real innovation.
You’ll be responsible for dramatically growing the Miami portfolio by building upon our existing foundation, working directly with top-tier restaurants, refining and executing our local go-to-market playbook, and shaping the way diners and operators experience payments.
Key Responsibilities
- Lead Market Expansion: Own Miami from day one, identify, pitch, and close the best restaurants in town.
- Build Relationships: Leverage your network and hustle to connect with decision-makers and industry tastemakers.
- Drive Strategic Sales: Navigate complex sales cycles, negotiate win-win deals, and help restaurants see the full value of the company.
- Shape Our Future: Collaborate cross-functionally to improve our product and processes based on real customer feedback.
- Think Like a Founder: You’re not just selling, you’re building a business.
About You
- 3-5 years in sales, business development, or strategic consulting (consulting alumni welcome!)
- Entrepreneurial spirit with the drive to lead a market launch from zero
- Deep knowledge or passion for the restaurant industry
- Natural communicator and storyteller who builds trust quickly
- Confident, organized, and execution-focused—you thrive with autonomy
- Experience selling to SMBs or enterprise hospitality clients is a plus
- Familiarity with tools like Salesforce, Microsoft Suite, and Slack
Compensation, Perks & Benefits
- $120,000 to 200,000 OTE
- Location: Miami, Florida (in-field with restaurant partners)
- Stock options from day one
- Company performance bonus
- Unlimited PTO + 100% health coverage (you & your kids)
- International growth opportunities
- Freedom, trust, and ownership from day one
- 401K
ADVERT DISCLAIMER
Research indicates that men will apply to a role when they only meet 50-60% of the descriptions, however, when looking at women and other minority groups, they can look for up to a 99% match in order to apply to a role. If you feel you are a fit for our role, please still apply, don’t worry if you don’t tick every single box. We’d still love to hear from you. We encourage underrepresented talent to apply to all our roles & support accessibility needs
This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.
Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Conduct analysis/underwriting functions, as needed.
Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.
Prepare documentation, memos, and/or presentation as needed.
Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.
This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.
Support the accurate review and evaluation of the financial condition and operating performance of CRE Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.
Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.
Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.
Assist in the training process of new underwriters.
Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.
Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.
Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Conduct project site visits/inspections and report findings.
Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Any other duties as assigned by the Chief Credit Officer or supervisor.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.
Formal credit training preferred.
Minimum Work Experience Requirements: 7+ years of professional experience credit underwriting/credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position is hybrid/remote work eligible.
Administration of essential functions regarding the criticized loan portfolio which has been assigned to Special Assets.
Ensures timely implementation, and continuance of sound credit policies, procedures, and underwriting standards, in compliance with all applicable laws and regulations.
Responsibilities: Proactively monitor and research uncollected loans, contact customers to negotiate payments due and/or pursue the collateral on the loans, in order to make the customers honor their loan commitments and recover monies preventing any losses to the Bank, in compliance with Bank policies and State and Federal regulations.
Administration of essential functions regarding the criticized loan portfolio which has been assigned to Special Assets.
Exercises sound judgement in developing and implementing action plans, subsequently updating these plans in the form of Criticized Asset Reports with the purpose of ensuring proper administration of criticized loans.
Analyze and determine the status of loans transferred and assigned to Special Assets Officer.
Assess the proper risk rating to pursue the loan collection further, legally or by a settlement negotiation, in order to minimize the losses to the Bank.
Drives collection efforts with Bank’s attorneys once the Bank’s uncollected loans are in their possession, to determine if some money has been recovered on the loans and actively monitors their efforts in the loan recovery process.
Develop and design techniques and methods to collect on customers’ loan commitments and ways to dispose of collateral, in the most efficient and appropriate manner, in order to expedite the recovery of the Banks assets.
Timely reporting of restructured loans, loans in litigation, movement of the reserves, unearned interest and status update on charged-off loans.
Ensure compliance with all regulatory laws and/or requirements for assigned loan portfolio.
Determine and recommend approval for a judgment to be entered against any assets the customer may have, after the collection attorneys have unsuccessfully attempted to recover any money due to the Bank to prevent any losses.
This is all done in compliance with internal procedures and government regulations.
Administer orderly liquidation of collateral for impaired loans, to achieve highest recovery potential.
Actively service and monitor Other Real Estate Owned from the foreclosure stage to the sale in order to ensure the recovery of the Banks assets.
Prepare semi-annual reports to be presented to immediate supervisor and to the Bank Management Committees on charged off loans and on their recovery status as required.
Participate in court hearings with the attorneys representing the Bank on uncollected loan cases.
Develop independent recommendations regarding loans to be written off in the case of bankruptcies, death or corporate dissolution.
Prepare documentation required for the recovery and liquidation of any collateral recovered from uncollected loans, in order to proceed in accordance with internal policies and legal procedures.
Keeps accurate and current accounting records on all loans on a stipulation agreement.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting, finance, or other related field required; master’s degree preferred.
Minimum Work Experience Requirements: 7+ years of direct commercial lending experience, formal training in credit analysis, working knowledge of loan documentation, risk taking and reclassifications, credit operations and bank regulations.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Excellent communication skills in English, bi-lingual Spanish preferred.
Good negotiation skills, and the ability to organize and make public presentations.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position is hybrid/remote work eligible.
Orrick earned a Top 5 raking for M&A Deal Volume for the first half of 2025. We are seeking an associate with three to six years of experience to join our market-leading M&A and Private Equity team. The ideal candidate must possess law firm experience in mergers and acquisitions, must be highly motivated and possess excellent academic credentials and superior communication skills. We value associates who thrive in a dynamic, fast-paced environment and enjoy closely collaborating with clients. The successful candidate can be based in our Miami, New York, Orange County (Irvine) or San Francisco offices.
Qualifications
- The ideal candidate will have 3-6 years of experience at a peer law firm, exceptional academic credentials, and strong verbal, written, and interpersonal skills.
- Membership to the State Bar of the office of the state in which the candidate expects to be located is required.
How to Apply
Please apply online at and include a resume, J.D. transcript, and cover letter.
Search firm recruiters must submit using our Search Firm Portal. Please contact for agreements and login credentials.
If you have any questions, please reach out to Kristen Verrastro, Recruiting Manager, at
Why Orrick
At our core, we value collegiality among our lawyers and strive to make our practices both professionally and personally rewarding. We'll help you to connect with peers and mentors to ensure you are integrated into our client teams. Our top-notch training and mentoring programs, retreats and academies, and shadowing opportunities are what set us apart. If you are passionate about innovative work in a dynamic environment, you're just who we've been looking for.
Compensation and Benefits
The expected salary range for this position is between $260,000 and $390,000.
Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick’s estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance.
We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits; health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Flexible Time Off program and paid holidays.
Orrick accepts applications for this position on an ongoing basis, until filled.
We are an Equal Opportunity Employer.
Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration for employment. For attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice[1]; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination.
Qualified applicants with criminal histories will be considered for the position in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.
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This position is designed to proactively identify emerging risks, support Relationship Managers (RMs) through the stages of deal structuring and closing.
The position serves as an early-warning risk partner within the business.
The role emphasizes judgment, escalation, and coordination rather than transactional credit processing.
The Head of Portfolio Management ensures high-level financial reviews are performed upon receipt of borrower information to identify potential weaknesses, adverse trends, or sector-related risks, and promptly escalates such concerns to the Relationship Manager and the Credit partners for independent assessment.
In addition, the role supports origination through preliminary (“soft-quote”) analyses to assess alignment with the Bank’s risk appetite and identify structural or credit issues before formal Credit involvement.
While supported by the Client Support Unit in the collection of financial statements and other required documentation, the Head of Portfolio Management, together with the RMs, retains accountability for the ongoing administration of customer relationships, including the timeliness, completeness, and quality of information provided to Credit.
The head of the portfolio managers is responsible for ensuring that annual review, renewals, covenant tests, ticklers and post closing items are tracked and addressed in a timely manner.
The head of portfolio managers is responsible for recruiting, hiring, training and development of portfolio managers, specifically in the areas of credit, credit policy, risk rating, and loan documentation.
The head of Portfolio Management operates within clearly defined governance and escalation frameworks to preserve separation of duties, independent credit oversight, and regulatory compliance.
Responsibilities: 1.Credit Administration Oversight Upcoming Maturities (Annual Reviews / Renewals) Review upcoming maturities reports with the PM Team consistently.
Ensure timely collection of required financial information to complete analysis, obtain approval, and close renewals.
Escalate risks of delayed renewals to leadership and coordinate on extensions when necessary (limit to one 90-day extension).
Covenant Testing Review covenant testing reports regularly with the PM team.
Ensure timely receipt and analysis of financials, accurate covenant testing, and proper tickler updates.
Escalate risks of late covenant testing.
Ensure covenant test dates align with borrower reporting cycles.
Deposit Covenants Collaborate with Client Support and Relationship Managers to ensure timely review of deposit covenants and proper fee collection.
2.
Portfolio Risk Management Risk Rating Train PMs in credit risk rating and encourage proactive rating changes.
Ensure PMs work with RMs and Credit to develop and monitor upgrade/downgrade triggers.
PARM Completion Partner with RMs to ensure PARMs are completed on time.
Loan Payment Monitoring Review past-due loan reports and ensure timely borrower payments.
3.
Credit Process Execution New Loans, Renewals, and Modifications Oversee the credit approval process to ensure timely approvals.
Actively manage the pipeline and ensure timely documentation collection.
Deal Structuring Support Ensure PMs collaborate on discussion memos, term sheets, commitment letters, and credit memos.
Quality Management Guide PMs in spreading financials, cash flow analysis, transaction structuring, covenant recommendations, and policy exception identification.
Third-Party Reports Ensure timely ordering and review of appraisals, environmental reports, flood certifications, and field audits.
Loan Closing & Booking Ensure loans are closed timely and booked accurately.
Confirm covenants are documented appropriately in nCino.
Promote communication among PMs, RMs, and underwriters.
BSA / AML Compliance Ensure PMs understand BSA/AML risk, beneficial ownership, and due diligence requirements.
4.
Recruitment, Training & Development Recruit qualified PM candidates.
Assess team competencies and develop individual growth plans.
Ensure PMs are experts in credit policy, nCino, and BSA/AML.
5.
Workflow & Team Management Maintain alignment of PMs with bankers and teams.
Promote collaboration and balanced workflow across the PM team.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 3+ years of commercial & retail portfolio management experience in lieu of education.
Formal credit training required.
Minimum Work Experience Requirements: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.
Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Conduct analysis/underwriting functions, as needed.
Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.
Prepare documentation, memos, and/or presentation as needed.
Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.
This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.
Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.
Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.
Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.
Assist in the training process of new underwriters.
Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.
Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.
Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Conduct project site visits/inspections and report findings.
Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Any other duties as assigned by the Chief Credit Officer or supervisor.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.
Formal credit training preferred.
Minimum Work Experience Requirements: 10+ years of professional experience credit underwriting/credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
This position is hybrid/remote work eligible.
This position also entails leading and supervising a team of portfolio managers that will support the business segments in the monitoring, maintenance and origination of new and existing loans based on credit programs and policy, in close coordination with the business segments.
Responsibilities: Responsible of overseeing staff with providing transactional support assisting Relationship Managers with the creation of proposals, term sheets, and credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.
Reports to supervisor all deviation from credit programs and policy.
Responsible for coordinating efforts with other bank units such as Credit Administration, Loan Operations, Credit Services, Processing Unit, and Credit Risk to streamline processes and maintain accuracy of reports and credit quality of the portfolio.
Responsible for coordinating the annual review process of existing credit relationships; recommend changes in risk rating as deemed appropriate.
This includes calculating covenant testing and risk rating trigger requirements as needed.
Identify, track and monitor credit policy exceptions, review credits with loan covenants and verify compliance.
Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.
Reports to supervisor all portfolio issues and irregularities found in these reports.
Responsible for coordinating and streamlining loan origination process for Relationship Managers to facilitate the approval process.
Reports to supervisor all loan origination process issues identified.
Responsible in providing support in developing, enhancing and promoting new/existing loan products.
Responsible of supervising, coaching, training, and mentoring other team members in order to enhance their knowledge of the position and provide better support to the Relationship Managers.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Assist management with ongoing projects.
Other duties, as assigned.
Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.
Master’s degree preferred OR 7+ years of commercial & retail portfolio management experience in lieu of education.
Formal credit training required.
Minimum Work Experience: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.
Knowledgeable of banking products and documentation.
Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.
Accounting and credit principles.
Proficiency in Microsoft Suite is required; experience in SQL is a plus.
Salesforce, nCino, FIS IBS experience is a plus.
Sound time management and organizational skills required.
Well organized and systematic.
Must possess strong communication skills.
