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Financial Risk Manager

Job Summary

This role supports the credit department with critical administrative and operational functions, including appraisal coordination, financial documentation, and credit committee logistics. The ideal candidate will be proactive, resourceful, and able to manage multiple tasks efficiently in a fast-paced banking environment. 

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Essential Duties & Responsibilities:

  • Coordinate real estate appraisal quotes, engagement letters, follow-ups, and distribute completed appraisals for review
  • Log, file, and maintain financial reports and other key documents
  • Compile presentation materials and agendas for credit committee meetings
  • Take and distribute meeting minutes, and track credit approvals
  • Upload requested materials to shared folders for auditors and examiners
  • Share monthly data with Loan Operations and Accounting teams

MINIMUM REQUIREMENTS:

  • Prior experience in banking, credit, or financial operations preferred
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills in both English and Spanish
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and document management tools
  • Ability to maintain confidentiality and accuracy under tight deadlines

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