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Manages more routine accounts under the direct supervision of a Senior Trust Administrator in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and confirms documents for direction; evaluates accounts for completeness and accuracy, monitors and submits for approval
Posted Today
Portfolio and Risk Management Retains and manages existing loan portfolio supporting three to four Relationship Managers. Takes ownership of all reviews and renewals for existing credit customers; portfolio includes complex accounts. Formulates an opinion of whether such relationships should continue to be an acceptable risk. Decides loan terms and conditions, if within own credit limits or makes
Posted 16 days ago
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