Office Status: Hybrid

Salary: $145,000 – $250,000

Responsibilities:

• Independently manage and generate a large and complex loan and deposit portfolio for new and existing Commercial and Industrial (C&I) clients.
• Assess clients' needs and align those requirements with appropriate bank products and product partners.
• Perform initial evaluation and structure of loan transactions, including preparing term sheets.
• Direct the underwriting process of loan transactions, including financial statement analysis, with support from a Portfolio Manager (PM) and the bank’s Credit Department.
• Present credit packages to the appropriate parties for approval.
• Collaborate with the Portfolio Administrator (PA) and/or external counsel to prepare loan documents and facilitate the loan closing process.