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GWIM Credit Service Associate-Charlotte

Charlotte, North Carolina

Job Description:

GWIM Credit Service Associates are responsible for building and maintaining a relationship with client team and internal business partners to ensure that loan monitoring is performed on a timely basis.  CSAs review maturities, past due payments, and required financial statements.  CSAs must also monitor Commerical Real Estate tax payments for the GWIM Credit portfolio.  They will also prepare and keep reporting updated as it relates to monitoring activities for which they hold responsibility.  

Required Skills:
• Proficiency with MS Office Applications with emphasis on Excel and Word.
• Working knowledge of the Bank’s credit policies, procedures and guidelines.  
• Must be well organized and able to work independently with minimal management oversight, manage multiple assignments simultaneously and meet deadlines, capable of prioritizing numerous time sensitive and business critical activities.
• Strong ownership of process, leadership, and teamwork.

Preferred Skills:
System knowledge of AFS, LIQ, BOSS, PACE, GMS, GUS, EDR, OCE, Navigator, Everest; SharePoint; Dun & Bradstreet, CMO, KYC, Adobe Acrobat Standard.
 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20014999

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255