Prepares business case memos and participates in business case discussions, subsequent meetings with bank management, industry specialists, and other interested parties.
December 02, 2019
Assist Commercial Relationship Managers (RMs) in managing workflow via a pipeline process with regard to the prioritization of new prospects, modifications, renewals/upcoming maturities, as well as Portfolio Reviews and Special Asset Reports while developing a working knowledge of all prospective opportunities through the process.
December 11, 2019
Develop a thorough understanding of all Constructive Loans product and program underwriting guidelines, documentation requirements and processing, underwriting, closing and post-closing procedures.
January 13, 2020
Understands and uses financial information, tools and expense management principles to accomplish day-to-day work and maximize profitability.
January 26, 2020
Evaluates strengths and weaknesses of the credit and escalates risks and other issues to MCU and/or RM or PM (Portfolio Manager).
January 31, 2020
Provides support to Commercial Bankers, Bank executives, loan officers, retail bankers, loan administrators and/or process administrators by answering queries and providing training on basic lending issues.
February 18, 2020
Monitor exposure of individual risks by the review of pictures, inspections, claims, consumer reports, renewal surveys, audits and communications with Farm Bureau Insurance agents.
February 24, 2020
Review and analyze all documents within or associated with the underwriting file to establish accuracy in identification and minimizing the risk of exposure, utilizing change requests, claim information, loss control and outside databases to identify changes in exposure to risk.
March 05, 2020
Demonstrated knowledge of commercial lines underwriting, risk management and agency management to include technical principles of rating and pricing commercial lines business based upon individual risk criteria to promote underwriting profitability.
March 09, 2020
Handle underwriting decisions on new business, renewals and referrals that fall outside the guidelines and within delegated authority levels.
March 14, 2020