Follows company standards and practices when processing transactions, as well as applicable state laws and guidelines.
October 14, 2022
Maintains OneView administrative data to include updating client contact information, merging client records, manage pipeline reports for renewals and create prospect/COI records.
December 02, 2022
Reviews all loan documents to ensure documentation is approved and in compliance with regulations and company policy.
December 12, 2022
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.
January 22, 2023
Support the sales process and portfolio growth through recognition of referral opportunities using the GAP report, Revenue Sales & Calling Plans, client financial statements, etc.
February 14, 2023
Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner.
February 28, 2023
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.
February 28, 2023
Prepares certificates of insurance and certificate holders updates as required.
April 03, 2023
Performs applicable procedures to ensure compliance with corporate and regulatory standards and out of state filings, including Surplus lines forms for carriers.
April 14, 2023
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.
May 04, 2023