Credit Production Manager
Core
Manages securities-backed (SBLOC) and insurance-backed (IBLOC) line of credit applications through the underwriting process, providing analysis and decision-making for Private Bank clients.
Role type
Credit Production Manager
Builds
Private Bank lines of credit
Domain
Private Banking / Asset-Based Lending
Deliverable
client delivery
Required skills
Collateral valuation, credit analysis, due diligence, accounting principles, MS Excel, attention to detail
Preferred skills
Experience with marketable securities, brokerage statements, loan administration
Technologies
MS Office (Excel, Word)
Responsibilities
Evaluate and validate eligible collateral and advance formulas; review brokerage statements and system feeds to value collateral assets; conduct credit investigations and due diligence; assist in analyzing service requests; review legal and borrower documentation for accuracy; perform reporting and project support
Seniority
Mid-level IC
