Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
January 12, 2023
Monitors and manages existing credit relationships which includes note renewals, reviewing and detailed analysis of current financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
March 04, 2023
Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation.
March 04, 2023
Demonstrates analytical insight and thorough knowledge of transaction and interchange level details pertaining to their accounts and understands the impacts on both the client's and Fiserv business.
March 17, 2023
Participates and provides leadership in Bank and community activities including business, charitable, civic and social organizations, increasing Bank's visibility and enhancing new business opportunities.
March 23, 2023
Assist banker with action plans for clients that are out of compliance of covenants, showing operating losses or having floorplan audit performance issues.
March 31, 2023
Maintains professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further personal development.
April 17, 2023
Actively calling on prospects and existing clients, keeping abreast of clients/prospects needs in order to maintain and grow relationships and develop a pipeline.
April 21, 2023
Works and makes calls independently to develop new business with prospects that have moderate and large complex credit needs in assigned portfolio segment and/or has specialized knowledge to target more complex relationships and transactions.
April 25, 2023
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.
April 29, 2023