AVP - Assistant Relationship Manager (Bilingual English - Chinese)
Commercial Lending (Corporate Banking)
The Assistant Relationship Manager (Bilingual English-Chinese) reports to the VP – Team Leader and is responsible for supporting the VP’s business development, portfolio management and customer service efforts.
Attend meetings with Clients and Prospects (approximately 15% of work week devoted to Client Meetings).
After Client Meetings, prepare requests for Letters of Intent based on approval of the terms and conditions by the EVP-Chief Lending Officer.
Prepare “Call Memos”, detailing what was discussed at meetings with Clients and Prospects.
Assist with gathering all information needed to submit a full underwriting request for new clients and for annual reviews of existing loans in the portfolio.
Actively participate in the post-approval pre-loan closing process interacting with Loan Administration, Dime's General Counsel and the Client to ensure timely loan closing and compliance with the terms and conditions of the approval.
Monitor Sageworks ticklers to ensure timely receipt of updated financial information to conduct annual reviews.
Monitor advances under existing lines of credit for adherence with borrowing base formula.
Provide customer service to Clients, including interacting with other departments to resolve issues.
Bachelor’s degree or equivalent combination of education and experience.
Credit training or significant experience in credit analysis (may be completed while employed at Dime.)
Excellent interpersonal skills as well as excellent oral and written communication skills.
Proficient in Microsoft Office Suite and able to learn other bank specific software.