Business Associate

The Business Associate plays a critical role in loan processing and is often the go-between for clients, DS Baker Advisors and the lending team. The Business Associate will be responsible to review loan requests, obtain required support documentation, provide the financial analysis and credit management for relevant credit and financial data, and generate loan documents.

The Business Associate will evaluate the credit worthiness of business banking borrowers by producing a comprehensive and objective credit analysis through the review, spreading and trend comparison of financial reports and data in order to assist the Business Advisor in making an informed credit decision.