Credit Compliance Manager

Credit Compliance Manager

Excellent earning potential in a profitable, growing company!

About Us

Founded in 1999, we are a team of business people who are passionate about helping plaintiffs’ attorneys get even better results for their clients, mainly through our Case Expense Funding product. As 7th Amendment Advocates, we are always looking for ways to encourage, educate and support our law firm clients as they pursue justice on their clients’ behalf. The company subscribes to a policy of equal opportunity.

Our Mission:

To help an ever-increasing number of plaintiff lawyers get even better results for their clients.

We offer an excellent benefits package including health, dental, and vision insurance coverage through Blue Cross Blue Shield of Tennessee. Employee and Company share the cost. Two times your annual salary life insurance (company paid); Short-Term and Long-Term Disability insurance (company paid); Flexible Spending Account for Unreimbursed Medical Expenses and Dependent Care Expenses, 401(k) with company match (max 4%) beginning on day one; 20 Paid Time Off (PTO) days pro-rated in the first year.

Among the many ways Advocate Capital rewards its employees, we offer:

Annual cash bonus - Participation in the Pinnacle Financial Partners, Inc. (parent company) Cash Incentive Plan. With respect to the Annual Cash Bonus, this award is subject to the terms and conditions of the Pinnacle Incentive Plan. Restricted Share Award - Potential future equity compensation in the Pinnacle Financial Partners, Inc. 2018 Omnibus Equity Incentive Plan. Grant date will be set as of the date of Board approval.

To apply, please send your resume to:

CCM@AdvocateCapital.com

Job Summary

The Credit Compliance Manager performs vital underwriting functions for Advocate Capital, working closely with the Credit Committee, Business Development Managers, Account Owners, clients / prospective clients, and third-party sources to gather necessary credit approval information for first-time lending or client renewals. The Credit Compliance Manager then prepares a credit package and lending recommendations for the credit committee, diligently documenting and tracking all components of the credit approval process along the way. The Credit Compliance Manager is to be creative when possible, looking for ways to provide credit solutions with clients and prospects without sacrificing credit quality. The company works remotely from home.

Job Responsibilities

• Serve as underwriters for Advocate Capital’s credit products, managing all facets of the credit process.

o Partner with Business Development Managers (BDMs) to efficiently manage the information collection process, communicating clearly and concisely all items needed for credit approval for prospective clients.

o Work with BDMs and/or Account Managers to facilitate the credit renewal process, collecting information and communicating with clients.

o Based on credit information gathered and established underwriting guidelines, make recommendations to credit committee on creditworthiness and amount of credit to be extended. Prepare credit package for committee.

o Thoroughly document all activity in CRM system.

• Provide responsive and professional credit-related customer service to internal constituents.
• Prepare monthly management reports and any other reporting requested by management.
• Special projects and other duties as assigned by leadership.

Job Qualifications

• Bachelors’ degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience, required.
• 2 - 4 years commercial credit underwriting experience required.
• Intermediate skills in Microsoft Office applications, specifically Excel and Word and Outlook.

Role-related Competencies

• Financial Acumen
• Critical thinking and analytical skills
• Communication and client service skills
• Detail orientation
• Flexibility

Pay: $66,000.00 - $82,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Nashville, TN 37228