Manage portfolio of existing relationships to include obtaining up to date financial information and evaluating the continued credit worthiness of the borrower.
January 04, 2023
Complete closing transaction by assembling documents, reviewing documents with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures.
January 20, 2023
Maintains a current understanding of Bank procedures and policies, including regulatory compliance issues relating to lending that include but are not limited to, Home Mortgage Disclosure Act (HMDA) Regulation B, Regulation Z, Flood Insurance, Fair Lending, Bank Secrecy Act (BSA)/CIP/SARs/Office of Foreign Asset Control (OFAC), Community Reinvestment Act, Information Security Guidelines, Identity Theft Red Flags, and Unfair, Deceptive, Abusive Acts or Practices.
February 12, 2023
Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications.
February 26, 2023
Assists lending officers in the preparation of pre-funding worksheets, loan documentation checklists and any other communications necessary to properly submit a loan package to the Commercial Loan Documentation department.
March 14, 2023
Monitor the quality of loan portfolios on a continuous basis through loan repayments, deposit activity and financials, and take necessary action to collect from past due accounts.
March 17, 2023
Develop a deep understanding of all stakeholders (regional partners, payors, group purchasing organizations, pharmacies, physicians, patients and their families) promoting positive interactions that foster Flexion's corporate and commercial goals.
April 07, 2023
Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports.
April 28, 2023
Demonstrated track record of managing transactions, leading and cultivating individuals, interacting with all levels of the organization and working within a team environment to manage, monitor and grow portfolio in a business environment based upon mutual respect and teamwork.
April 28, 2023
Review, analyze and interpret financial statements, perform cash flow and personal financial statement analysis in order to assess the financial strength of a borrower.
April 29, 2023