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Supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Keeps abreast of lending products, services, and more...
Makes and services middle market loans and lines of credit. Performs analysis of applicant's financial data to evaluate risk and creditworthiness. Develops loan structures that maximize profitability and meet the needs of the client. Establishes good client relationships and potential for future referrals or cross-sell opportunities. Monitors loan portfolios and compliance with lending terms and policies. Requires a bachelor's degree. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department more...
Administers all secondary mortgage market duties that aid in the selling and purchasing of loans. Analyzes mortgage loan portfolios, securities, and mortgage-related investments and considers market trends and economic conditions to evaluate the risk and return of a loan sale or purchase. Creates reports and models to forecast asset performance and works with internal stakeholders to make recommendations. Complies with secondary market regulations and company protocols. May require a bachelor's degree in a related area. Typically reports to a manager. Occasionally directed in several aspects o more...
Manages market research efforts for the organization. Sets policies and practices for gathering research on market conditions, competitors and consumer trends. Analyzes and presents gathered research to sales, research and development, and management. Requires a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowled more...
Helps develop, manage, and improve a company's secondary mortgage market operations. Leads a team of analysts to ensure timely and accurate work and provides research and solutions to complex questions or tasks. Oversees the company's loan purchases and sales on the secondary market and manages mortgage loan portfolios to balance risk. Reviews performance indicators and utilizes economic data and market trends to determine risk. Maintains relationships with investors, brokers, and originators to identify and develop new leads and opportunities. Requires a bachelor's degree in a related area. T more...
Responsible for the market research department. Directs and oversees an organization's marketing policies, objectives, and initiatives. Manages a team to review changes to the marketplace and industry and adjusts marketing plan accordingly. Analyzes existing goals and programs and recommends improvements. Requires a bachelor's degree in area of specialty. Typically reports to a top management. Manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support more...
Supervises activities in the market research department. Ensures appropriate use of analytic techniques to determine demand for products and services. Interprets and predicts consumer trends, formulates research and development proposals, and monitors research projects. A level III supervisor has full authority and may be considered lower middle management. May require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume adm more...
Integrates segment products and/or functional activities within a particular region to achieve business goals. Manages and executes new sales/service initiatives for a particular market. May require a bachelor's degree. Typically reports to top management. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. Typically requires 5 years experience in the related area as an indi more...
Directs and oversees an organization's market research function. Evaluates current sales, industry, and consumer data and predicts future trends. Ensures that marketing efforts are focused on markets with high potential. Uses testing to gather data on market potential for new product concepts. Typically reports to top management. Manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Typically requires 8+ years of managerial experience. Comprehens more...
Collects and analyzes data to evaluate existing and potential product/service markets. Identifies and monitors competitors and researches market conditions or changes in the industry that may affect sales. Typically requires a bachelor's degree. Typically reports to a manager. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. more...
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