Northwest Bank - Seattle, WA

posted 6 months ago

Full-time - Entry Level
Seattle, WA
Credit Intermediation and Related Activities

About the position

Northwest Bank is seeking an experienced Assistant Relationship Manager (ARM) to join our team in Seattle, Washington. The ARM plays a crucial role in supporting Relationship Managers (RMs) as part of the client-facing production team. This position involves conducting comprehensive credit analysis, which includes gathering, analyzing, and interpreting various types of credit information on both existing and prospective customers. The ARM is pivotal in servicing current clients and driving business development for new clients, ensuring that we deliver exceptional financial solutions that align with our mission and values. In this role, the ARM will perform a variety of essential duties and responsibilities. These include investigating and interpreting credit reports, developing key discussion points to assist in analyzing loan opportunities, and supporting RMs and Loan Administrators in closing loans. The ARM will also be responsible for spreading and analyzing financial statements to evaluate existing and projected company cash flow, working closely with Loan Administration to determine necessary reports, and reviewing independent appraisal and collateral exam reports. The ARM will prepare detailed Credit Memorandums that adhere to defined Credit Quality Expectations and the Bank's policies and procedures. They will make underwriting recommendations to the Relationship Manager, Market President, and Credit Administration as appropriate. Additionally, the ARM will assist in monitoring loans through timely collection of financial information, manage customer files, and participate in customer meetings, providing written summaries for underwriting and risk evaluation. The role also includes supporting the collection of past due accounts and assisting with Know Your Customer (KYC) due diligence for new clients. To succeed in this position, the ARM must maintain knowledge of and compliance with banking regulations while effectively managing multiple tasks in a fast-paced environment. This role is integral to the success of our banking operations and requires a strong commitment to customer service and financial analysis.

Responsibilities

  • Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards
  • Investigate, interpret and analyze credit reports
  • Develop key discussion points and questions to assist in analyzing loan opportunities
  • Support the Relationship Managers (RMs) and Loan Administrators to close loans
  • Spread and analyze financial statements and information to evaluate existing and projected company cash flow
  • Work with Loan Administration to determine necessary reports (UCC lien searches, title, insurance, appraisals/evaluations, environmental, flood, etc.)
  • Review independent appraisal and collateral exam reports
  • Develop list of key information necessary to support the loan approval process
  • Prepare detailed Credit Memorandums with defined Credit Quality Expectations and within Credit policies and procedures for review and approval
  • Make underwriting recommendations to the Relationship Manager, Market President, and Credit Administration, as appropriate
  • Assist in monitoring loans through timely collection of financial information/tickler management
  • Create and maintain customer files within defined bank standards
  • Attend customer meetings and provide written summary in underwriting and evaluating risk
  • Connect with loan applicants to ensure loan packages are complete
  • Participate in Credit Training to remain current on standards and expectations
  • Review portfolio reports to be informed of work flow, maturing loans (early identification of need for loan extensions), covenant compliance, etc.
  • Analyze/recommend line draws (via Borrowing Base Certificates, Construction Draws, etc.) as requested by RM
  • Support collection of past due accounts
  • Assist with the Know Your Customer (KYC) due diligence and new account onboarding for new clients
  • Assist with customer calls and marketing efforts
  • Maintain knowledge of and compliance with banking regulations

Requirements

  • Bachelor's degree in Business, Accounting, Finance, or related area; or equivalent work experience
  • Relevant experience analyzing business financial statements in the context of commercial banking, investment banking, or commercial real estate lending
  • Relevant experience with direct client interaction with businesses providing support related to financial services

Nice-to-haves

  • Experience with financial analysis software such as Moodys and Bukers
  • Proficiency using Windows-based operating systems (Microsoft Word, Outlook, Excel, PowerPoint)
  • Thorough understanding of business cash flow and differing legal business structures
  • Experience working in a fast-paced environment where effectively managing multiple tasks and priorities is critical
  • Basic knowledge of risk analysis, economics, accounting, and finance practice
  • Strong relationship-building skills with demonstrated attributes that support a team-based environment
  • Thorough knowledge of lending policies and procedures preferred
  • Effective oral and written communication and time management skills
  • Basic knowledge of deposit and cash management banking products used by lower middle-market companies

Benefits

  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance
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