Participates in credit discussions with Account Officers, Market Managers and senior management.
November 30, 2022
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.
December 11, 2022
Manage and collaborate with Business Bankers on weekly pipeline updates, and weekly planning of contact/activity form.
January 13, 2023
Assists in development of new credit business via interaction with existing or prospective customers to gather key information for credit analysis.
January 28, 2023
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.
February 15, 2023
Understands and makes determination of appropriate loan coding needed for portfolio and regulatory reporting purposes, such as loan purpose, collateral type, obligation type, etc.
February 20, 2023
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.
April 27, 2023
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 09, 2023
