Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.
January 08, 2023
Approves interim new money requests for relationships managed up to a defined limit.
February 08, 2023
Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated.
April 11, 2023
Attend customer meetings to discuss ongoing operations as well as any current credit proposal.
April 15, 2023
Works with assigned Commercial Banking Officers in handling the credit administrative aspects of their respective portfolios allowing the Commercial Banking Officer more time to focus on business development efforts and new client acquisition.
April 21, 2023
Obtain sufficient information and/or documentation from customers.
April 27, 2023
Prepares quarterly reports on troubled assets assigned to the Commercial Banking Officer and work closely with the Special Assets group to resolve issues.
April 30, 2023
Monitor/manage ongoing performance/risk of a diverse portfolio of commercial real estate loans including derivatives and other credit products in accordance with Credit Policy.
April 30, 2023
Provide initial risk rating, recommend appropriate credit structure, and provide guidance based on bank policies.
May 20, 2023
