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Fintech • Payments • Financial Services
Manage and grow a portfolio of clients (annual revenues $3M–$50M), develop new business, assess client financing needs, structure and present credit proposals, negotiate terms, deliver advisory services, maintain local network and pipeline, and meet portfolio growth and retention targets.
Fintech • Payments • Financial Services
Manage and maintain the bank loan portfolio by completing annual reviews, performing advanced financial analysis and credit risk assessments, handling complex service requests, authorizing decisions within limits, coaching team members, and collaborating with credit and business teams to mitigate risk and identify client opportunities.