Provide credit support for Lease Finance and Large Corporate departments
Convert financial statements into bank’s standard template
Search the U.S. Securities and Exchange site for company filings to obtain information on loan pricing, syndicate group, changes in company’s leadership and company announcements
Access syndication websites (e.g., SyndTrak, DebtX, Intralinks, etc.) to print information as requested by the underwriter and/or EVP
Update Large Corporate prospecting database to identify bank groups, loan maturity dates, company ratings, etc., to be used as a marketing tool to identify potential new business opportunities
Research prospect companies for meaningful information regarding finances, management and latest company trends to determine if the Bank should provide financing, including accessing and synthesizing information from research reports, e.g., Standard & Poor’s, Moody’s, Value Line, etc.
Review loan documentation to determine covenant and reporting requirements to create ticklers on the bank’s tracking system
Update financial statement “spreads”
Monitor covenant and reporting compliance, creating reports to identify unusual trends
Review monthly Tickler Past Due reports
Contact appropriate source to obtain past due information
Notify relationship manager of non-response to or challenges in doing so
Other duties as assigned
Knowledge, Skills & Abilities:
Knowledgeable about financial statements and how income statements, balance sheets and cash flow statements relate, including footnotes
Excellent research and analytical skills and the ability to synthesize complex and diverse information
Very good communication skills, both verbal and written
Capable of working independently and on a team
Proficient computer skillsPr, Microsoft Suite, especially Excel
Training & Experience:
Bachelor's degree with an accounting concentration or equivalent
2+ years’ experience preferred
Internal Number: 2019-12
About First Bank of Highland Park
First Bank of Highland Park is a community bank committed to our Clients and the community at large. We have worked side-by-side with our Clients since 1955 combining practicality with creativity, while always remaining a consistent and steady financial partner in good and bad economies.
Our mission is to provide our Clients with exceptional service coupled with competitive rates and products without bureaucracy. We understand that banking today is more challenging than yesterday, but as a family business, we understand the advantage of being able to remain visionary and focused on the long term picture. Additionally, being independently owned and operated, allows us the authority and flexibility to make decisions quickly. That translates to exceptional service from experienced bankers and staff.
First Bank of Highland Park offers an exceptional benefits program and a highly competitive compensation package.
First Bank of Highland Park conducts credit and background checks on all candidates.
First Bank of Highland Park is an Equal Opportunity Employer: disability/veteran.
To Apply: Send email with attached resume to firstname.lastname@example.org. Please reference Job Code 2019 - 03.