AVP, Client Manager- Fund Finance

Overview:

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

The AVP, Client Manager is expected to independently monitor the performance of assigned borrowers, identify deviations from agreed upon performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong working relationships with all clients to ensure open communication and improved understanding of the client’s operating performance and needs.

Responsibilities:

• Collaborate with originations team prior to loan closing to prepare for the transfer of the new client loan

• Ensure loans are performing by tracking financial performance of client operations.
• Perform financialstatement analysis to monitor trends and new developments that may impact loan performance.
• Monitor payment performance and address and resolve delinquencies in a timely manner. As applicable, monitor

• Ensure timely and accurate risk rating assessments and inform management of developing problems.
• Communicate with other relevant parties to establish a thorough understanding of an account

• Adhere to procedures for data entry into AblSoft and other systems to ensure accuracy of data. Maintain

• Respond to requests from clients for additional funding or modifications to existing loans.

• Communicate with client and or supervisor to resolve loan issues or questions.
• Perform other duties as assigned.

If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

Qualifications:

• Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and

Superior interpersonal, writing and oral communication skills.

• There will be some on-the-job training; however, the candidate should be a “self-starter”.
• Championing Customer Needs: Provides timely and professional service to both internal and external

• Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas

• Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and

• Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems

• Supporting Change: Supports change and innovation. Is comfortable with a changing environment and is

• Preferred: 3-4 years relevant experience or public accounting
• Required: Bachelor’s degree in Finance or Accounting
• Preferred: CPA or MBA

Salary Range: $50,000.00-$103,711.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.