**Position Summary: Spread (Borrower and Guarantor, company and personal) financial statements, tax returns in Excel and Sageworks for existing borrowers and new customers.

**Qualifications Required: [ Bachelors Degree including: Two Accounting Courses/One Finance Course/Two Economic Courses [ Basic Accounting Skills [ Proficiency in using Excel, Word, Outlook and other applicable software

**Qualifications Desired: Previous banking experience

Essential Functions and Responsibilities: Create new Excel spreading files for new Borrowers Prepare and/or update Debt Service Models in Excel Prepare written Credit Offerings, Credit Renewals, and Financial Discussions, per Loan Officer Request Gather current loan information on existing Borrowers from DNA/Core Review current credit files and shared computer drive for receipt / status of updated financial statements, per LoanOfficer Request Request updated financial statements from Borrowers, per Loan Officer Instruction Communicate with Borrowers re: details and questions on financial statements, per Loan Officer request Request updated credit reports, as needed for Credit Offerings Receive financial statements, and save to virtual file room ]{arial="" unicode="" ms",sans-serif"=""}]{arial="" unicode="" ms",sans-serif"=""}]{arial="" unicode="" ms",sans-serif"=""}**