Support the sales process and portfolio growth through recognition of referral opportunities using the GAP report, Revenue Sales & Calling Plans, client financial statements, etc.
December 22, 2019
Provide additional sales support by scheduling appointments, ensuring client assignment is accurate, creating prospect lists, entering information into Salesforce, following up with and consistently contacting clients and prospects with letters, emails, etc.
January 25, 2020
Maintains OneView administrative data to include updating client contact information, merging client records, manage pipeline reports for renewals and create prospect/COI records.
March 12, 2020
Works closely with Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource for servicing.
March 16, 2020
Reviews all loan documents to ensure documentation is approved and in compliance with regulations and company policy.
May 04, 2020
Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner.
May 12, 2020
Performs applicable procedures to ensure compliance with corporate and regulatory standards and out of state filings, including Surplus lines forms for carriers.
May 26, 2020
Prepares certificates of insurance and certificate holders updates as required.
May 31, 2020
Follows company standards and practices when processing transactions, as well as applicable state laws and guidelines.
June 27, 2020
Communicate to supervisors any issues that may affect the closing of a transaction and any circumstances that may lead to a client or customer dissatisfaction.
July 11, 2020