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Summary of the** **Position:

The Private Bank Credit Production Manager manages securities-backed line of credit (SBLOC) and insurance-backed line of credit (IBLOC) applications through the Private Bank’s underwriting process, providing provide timely and effective analysis and decision making while consistently completing a daily workload. This position reports to the Private Bank Credit Production Manager.

Primary Functions of the** **Position:

+ In a high-volume environment, evaluates / validates defined eligible collateral, advance formulas, and supporting collateral information.

+ Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit

+ Conducts credit investigations and related due diligence

+ Assists the collateral monitoring group in analyzing service requests

+ When required, reviews legal and borrower-provided documentation for accuracy and completeness

+ May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues

+ Performs related reporting and project support work

Education and Experience** **Requirements:

+ Bachelor’s Degree, preferably in Business or related field

+ Minimum 1-3 years of banking or securities experience, including experience in brokerage statement or credit analysis

+ Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred

Essential Skills and** **Abilities:

+ Demonstrated knowledge of accounting principles and reconcilement procedures

+ Proficient in MS Office, specifically Excel and Word

+ Organized with strong attention to detail

+ Professionalinterpersonalandcommunicationskills

+ Strong writing, critical-thinking, and analytical skills