Understands and makes determination of appropriate loan coding needed for portfolio and regulatory reporting purposes, such as loan purpose, collateral type, obligation type, etc.
July 02, 2021
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.
August 17, 2021
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.
October 08, 2021
Participates in credit discussions with Account Officers, Market Managers and senior management.
November 14, 2021
Assists in development of new credit business via interaction with existing or prospective customers to gather key information for credit analysis.
November 20, 2021
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.
November 21, 2021
Manage and collaborate with Business Bankers on weekly pipeline updates, and weekly planning of contact/activity form.
January 07, 2022