Manage the end-to-end Know Your Client process for loan applications. Review financing files, collect and validate documentation, identify compliance risks, escalate concerns, and coordinate with business development, underwriting, clients, and internal partners. The role requires accurate submission management, regulatory awareness, strong organization, client service, financial statement analysis, and adherence to deadlines while handling multiple files.

Evaluates, structures, and executes growth and transition financing transactions. Responsibilities include financial modeling, forecasting, valuation, market and industry analysis, due diligence, credit assessment, risk evaluation, proposal development, portfolio monitoring, client communication, and transaction negotiations supporting business growth, ownership transitions, mergers, and acquisitions.

Manage relationships with small-business clients, grow and retain a profitable loan portfolio, identify financing and consulting opportunities, and deliver high-quality client service. Responsibilities include credit analysis, loan proposal preparation and negotiation, risk assessment, business development, marketing planning, and achieving profitability and retention goals. The role requires strong relationship management, sales, credit judgment, organization, and communication skills.