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Associate Banking Advisor at Northern Trust in Phoenix, Arizona

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

Associate Banking Advisor

The Associate Banking Advisor will provide the lending team with credit support for a variety of items, including but not limited to, acting as a liaison between the lenders and the underwriting team, assisting lenders with due diligence for new loan requests, monitoring financial covenants and financial reporting tracking, reviewing loan documents, assisting lenders with KYC due diligence, and general business development activities.

1. Assists the Banking Advisors/Lenders with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations

2. As appropriate, manages a portfolio of clients and makes credit presentations at Credit Committee.

3. Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions

4. Assists Relationship Managers with internal administration of accounts, business development and client presentations

5. Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures

6. Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information

7. Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships

8. Is well versed in the compliance requirements for new accounts and relationships. Prepares compliance certificates, monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures

9. Reviews loan documents, submits loans requests for evaluation, may attend loan closings to help review documentation with clients, follows up on missing loan documentation

10. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools

11. Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service

12. Coordinates commercial/custom approval process by submitting requests for underwriting and loan documentation and proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt of required information from client for renewal process

13. Coordinates due diligence on loans such as obtaining money market rates, ordering of appraisals and other items necessary for loan approval and booking

14. May have direct interaction with committees and/or Senior Management

15. Able to serve as a key subject matter expert and mentor to other more junior level employees

16. Direct interaction with Sr Lender and Sr Bankers related to new/existing transactions, reports, and variety of other potential group/business needs.

17. Assist with Money Movement and other Deposit account-related activity.


3 to 5+ years' experience, or equivalent, in financial servicing/accounting fields with client servicing background. Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting. Knowledge of banking products and services is required. Credit underwriting experience is required (obtained through working in the National Credit Services Center or at another financial institution). Knowledge of internal banking functions. Analytical self-starter who is well organized and can multi task. Master's degree is preferred but not required.

In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

2398 E Camelback Rd, Phoenix, 85016

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.


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