Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Essential Functions Handles all investment aspects and client investment inquiries on assigned accounts. Acts as primary point of contact fo

Performs specific duties related to preparing, assembling and verifying the accuracy of Small Business Administration (SBA) loan documentation; prepares various reports for management. Acts as a liaison between the borrower and the SBA Loan Specialist, providing high quality, knowledgeable service. Essential Functions Prepares SBA files for SBA submission while assisting