Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication and dialogue with clients in conjunction with the business team for all credit related reporting and business updates.
Underwrites and structures new prospective transactions as well as renewals, extensions, increases, and material modifications and amendments for existing clients.
Leads external client meetings as well as internal deal team discussions and approval discussions with senior management. Identifies, outlines, and mitigates risks associated with potential lending opportunities, advises on all matters related to the Bank's Credit Policy and related procedures, and provides guidance on loan structures and risk appetite.
Reviews credit packages completed by junior team members and provides general guidance and mentorship.
Performs the required due diligence and analysis, produces the credit presentation in accordance with guidelines and policy while ensuring timely completion of the underwriting, presents credit requests to the required level of credit authority, and oversees the legal documentation and closing process.
Approves transactions under individual lending authority, when applicable.
Maintains oversight via internal reporting and dashboards of all ongoing portfolio monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) financial reporting, (ii) covenant compliance, (iii) collateral monitoring, (iv) required third party reports, (v) annual reviews, and (vi) maturing loans and lines of credit. In coordination with the business team, maintains direct contact with clients as needed for account monitoring and administration and site visits.
Validates and analyzes reports such as financial statements, borrowing base certificates, collateral field examinations, appraisals, engineering reports, etc. to verify compliance. Escalates issues to appropriate levels and develops action plans as necessary.
Ensures credits are accurately risk rated and are properly monitored and reported.
Prepares all required quarterly reports and analysis including Criticized Loan Monitoring Reports as well as other portfolio management reports as required.
Participates in special projects and requests related to the management of the portfolio.
Bell Lexus North Scottsdale • Scottsdale, AZ, United States
[job_card.full_time]
Finance & Insurance (F&I) Manager Lexus Dealership.Arrowhead Lexus and Bell Lexus seek a driven, professional, and customer-focused F&I Manager to join our growing team.If you have a strong backgro...[show_more]
Remote Engineering Manager for Fraud Platform & Impact
Affirm • Phoenix, AZ, United States
[filters.remote]
[job_card.full_time]
A financial technology company is seeking an experienced Engineering Manager to lead a team focused on developing innovative fraud defense solutions.This role involves collaborating across teams to...[show_more]
Remote Credit & Collections SpecialistReady to take ownership of a high-impact role from anywhere in the US? This exclusive opportunity is brought to you by our dedicated team, ready to support you...[show_more]
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for th...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Senior Business Risk Analyst
Harnham • Tempe, AZ, United States
[job_card.full_time]
We're partnered with a growing, data-driven organization seeking a Senior Business Risk Analyst to support and evolve its Risk function, with exposure to Operations and Revenue teams over time.This...[show_more]
Arizona Central Credit Union Ranked Top 10 Best Places to Work in AZ for 2025 "The 10 best places to work in financial services" AZBIGMEDIA Arizona Central Credit Union offers a comprehensive benef...[show_more]
[last_updated.last_updated_30]
Senior Manager, Payment Integrity (Chart Review)
Oscar Insurance • Tempe, AZ, United States
[job_card.full_time]
The Senior Manager, Chart Review leads and oversees Oscar's internal pre-payment chart review program, setting and holding the team accountable to performance, and develops strategic plans to achie...[show_more]
[last_updated.last_updated_30] • [promoted]
Strategic Tax Credits & Incentives Senior Manager
Baker Tilly US • Scottsdale, AZ, United States
[job_card.full_time]
A leading CPA advisory firm is seeking a Credits and Incentives Senior Manager to join their growing Tax Credits practice in Scottsdale, Arizona.This role involves providing strategic consulting se...[show_more]
Overview :Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.As a Advisor, Risk Management, you will ma...[show_more]
Brooks Rehabilitation • Phoenix, AZ, United States
[job_card.full_time]
The CRM is responsible for the day-to-day administration of the Clinical Risk Management Program for Brooks Rehabilitation Hospital entities and provides support to the Brooks System Director Risk ...[show_more]
We provide loan servicing, backup servicing, and capital markets administration for specialty finance lenders, institutional investors, and asset managers.Our clients include originators across fin...[show_more]
A dynamic financial services company is seeking a Borrower Success Manager to lead a team in driving loan progress for manufactured homes.This leadership role involves mentoring associates, managin...[show_more]
USO US Oncology Corporate, Inc. • Paradise Valley, AZ, United States
[filters.remote]
[job_card.full_time]
Manager, FP&A - Oncology & Multispecialty (O&M) leads the consolidation of financial data across O&M segments, ensuring accuracy and timeliness.This role manages forecasting, budgeting, and long-ra...[show_more]
The Senior Broker Specialist will evaluate (selection and pricing) and maintain (control) risk acceptability and profitability within the company's underwriting guidelines and procedures for commer...[show_more]
Assistant Director Loss Prevention & Risk Administration
Arizona State University • Tempe, AZ, United States
[job_card.full_time] +1
Max Pay - Depends on experience:.Apply before 11:59 PM Arizona time the day before the posted End Date.Bachelor's degree and seven (7) years of experience appropriate to the area of assignment/fiel...[show_more]
Workers’ Compensation Claims Director or Sr. Manager
AmTrust Financial • Scottsdale, AZ, United States
[job_card.full_time]
AmTrust Financial Services is seeking a Director (or Senior Manager) of Workers’ Compensation Claims to lead a growing team supporting California and Arizona claim operations.This leader will partn...[show_more]
With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business custom...[show_more]
Arizona Tile is a leading, nationally recognized tile and slab distributor.We offer high-quality products and unparalleled service to our customers across the West Coast.With 800+ employees in over...[show_more]