Communicate with upstream and downstream business partners on suggestions for process improvements as well as updating of loan-level data.
February 20, 2023
Review and interpret data contained in loan and approval documents to retrieve required documents from the collateral file to be used to prepare release document specific to pledging vehicles, boats, ships, airplanes, business personal property, real estate, life insurance policies, investment property, stocks, bonds, deposit accounts and mutual funds as collateral.
August 08, 2022
Act as SME to translate business objectives into plans that can be implemented for small- to midsized initiatives, including process redesign to compliment the change management/ product support strategy for the commodity business unit, adhering to and maintaining established standards and practices.
November 05, 2022
Prepare discharges/releases/re-conveyances/terminations for all types of collateral pledged to the bank.
December 26, 2022
Demonstrated ability to manage multiple priorities within tight deadlines, and maintain a high level of accuracy in a multi task environment.
March 05, 2023
Maintains specialized knowledge of jurisdictional filing and recording requirements and internal policies and procedures related to commercial loan collateral.
March 17, 2023
Manage disputes with clients on margin requirements and work internally with Front Office and other stakeholders across Legal, Credit, and Operations to achieve effective resolution.
April 15, 2023
Demonstrates strong attention to detail and work quality, problem solving skills, and ability to prioritize work to meet numerous levels of deadlines.
April 25, 2023
Assists in various department projects including system upgrades, conversions, and interfaces.
May 12, 2023
Understands financial statements on a general level in order to manage risk associated with making funding decisions.
May 14, 2023
