⢠Assist with credit package preparation, ensuring files are complete, accurate, and properly organized
⢠Handle additional information requests from internal teams and external partners
⢠Perform due diligence checks, including:
\- SOS / Secretary of State filings
\- Business agents, equipment, and vendor verification
\- Other required DD documentation
⢠Review and validate VC (Verification of Credit) information, ensuring consistency with approved term sheets
⢠Cross\-check financial documents such as:
\- Bank statements
\- Credit profiles
\- Supporting financial and business records
⢠Maintain clean, well\-documented workflows within internal systems
⢠Flag inconsistencies, missing information, or potential issues for escalation
⢠Support process improvements as workflows evolve