Note: The job is a remote job and is open to candidates in USA. Primis is a financial institution providing healthcare-focused banking services. The Practice Solutions Consultant supports Regional Healthcare Bankers by collecting borrower documents, analyzing financial information, processing loan requests, and assisting with loan closings while ensuring regulatory and bank policy compliance.
Responsibilities
- Coordinate and communicate with borrowers and Regional Healthcare Bankers to schedule calls and meetings with the borrower to review request, collect necessary financials and documents
- Process loan files to meet all required criteria in a timely manner
- Efficiently and effectively complete financial analysis and review deal for accuracy
- Negotiate any credit terms as necessary
- Ensure all loan documents are complete, accurate, and properly filed by verifying signatures, execution dates, collateral, and all other supporting documents
- Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices
- All other duties as assigned
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices
- All other duties as assigned
Skills
- Bachelor's degree in business, finance or related field
- Previous healthcare loan processing and credit experience
- Knowledge of bank policies, procedures and products
- Effective and professional verbal and written communications
- Exceptional interpersonal skills including ability to develop business relationships
- Strong research skills
- Strong negotiation skills
- Proficient on department software and MsOffice products
- Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous communication: verbal and written, in-person, phone and electronic
- Office setting with travel to other locations within lending footprint
Benefits
- Remote work arrangement
Company Overview