Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit requests to Credit Approval, and identifies products and services that meet customer needs and making appropriate referrals. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.