The representative serves as the first point of contact for client financial and service inquiries via phone. They are responsible for analyzing requests, providing informational resolutions, and escalating complex issues to specialized teams.
The Senior Business Analyst is responsible for planning, designing, and launching efficient business and financial systems to support organizational functions. They will lead documentation efforts, facilitate Agile development processes, and perform cost-benefit analyses to guide management decisions.
The Underwriter is responsible for the independent risk assessment of commercial loan requests, including evaluating borrower financial strength and collateral support. They prepare comprehensive credit memoranda and collaborate with relationship managers to provide well-supported credit recommendations.
