Interacts and communicates daily with all levels, including, financial center employees, supporting business units, relationship managers, credit, underwriters, documentation preparation, REVG, title companies, 3rd parties, attorneys and flood vendors to ensure requirements are understood and met.
February 29, 2020
Demonstrates and appropriately applies a strong, working knowledge of diverse commercial loan documentation, legal & regulatory requirements (including unique state regulations) policies and procedures, and applies that knowledge.
March 08, 2020
Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
April 24, 2020
Provides ongoing training to new and entry level Credit Specialists and serves as an accomplished resource to Account Officers with respect to loan underwriting, credit and underwriting guidelines.
May 04, 2020
Participates in credit discussions with Account Officers, Market Managers and senior management.
May 10, 2020
Demonstrated an understanding of business banking and commercial lending credit policy/guidelines and applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions as well as vendor documents and services preferred.
May 13, 2020
Assists in development of new credit business via interaction with existing or prospective customers to gather key information for credit analysis.
May 21, 2020