Overview
The Wholesale Portfolio Risk Officer, ensures the overall quality of the portfolio is maintained. Handles the client's financial needs, ensuring that the overall client experience is favorable and that the bank is in a position to expand the relationship.
Takes the lead where debt product opportunities are identified and is accountable for all aspects of due diligence, underwriting, structuring and preparing the credit package for review and approval.
Interfaces directly with the client and participates in building the client relationship. Additionally, to maintaining and updating as necessary credit policy and underwriting guidelines for debt products for this line of business.
Qualifications
- 5-7 years of small business banking credit risk and some small business lending experience- Required
- Completion of formal credit training - Required
Strong communication and analytical / technical skills are required, including financial accounting and loan structuring.
Demonstrated business calling and negotiation experience are necessary.
Exposure to multiple business lines is required with experience at handling more complex transactions
Good interpersonal skills are required to deal with banking professionals with various skill sets, risk management staff, clients and auditors
Education
- Bachelor's Degree in business-related major from an accredited college or university.
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