• Manage all aspects of an assigned portfolio of accounts • Ensure the relationships meet corporate standards for risk and financial controls • Manage portfolio through complete and current knowledge of client’s financial condition • Responsible for ensuring all advances and loans comply with loan policy • Attain an acceptable contribution to overhead and/or profit from each client arrangement • Responsible for documenting all relationships to ensure approved legal documentation • Resolve factoring and asset based lending service problems • Propose changes in policies and procedures to reduce costs • Develop and operate within individual budget to control expenses • Structure and underwrite changes to existing deals