Works with limited oversight, to appropriately and timely underwrite credit and develop the appropriate credit structure in relationship to the credit risk.
November 28, 2022
Demonstrated track record of managing transactions, leading and cultivating individuals, interacting with all levels of the organization and working within a team environment to manage, monitor and grow portfolio in a business environment based upon mutual respect and teamwork.
February 13, 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.
March 02, 2023
Provides an independent assessment of credit risk by identifying loan risks and mitigating waivers or deviations from established policies and procedures by utilizing loan enhancements when applicable.
March 07, 2023
Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
April 20, 2023
Assist relationship managers with the acquisition of information, structuring of credit solutions, closing of loans, completion of servicing actions, and any other required duties.
April 24, 2023
Assists all commercial lenders, as well as mentor and train less experienced lenders, by participating with the lender, as needed, in client meetings in order to assist in identifying and addressing client financial needs and the information the Bank will need to make a credit decision.
April 30, 2023
Complete servicing and loan monitoring functions such as tracking accounts receivable and accounts payable, reviewing monthly borrowing base reports, performing floor plan checks, and reviewing past-due and overdraft lists.
May 01, 2023
Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
May 08, 2023
Review, analyze and interpret financial statements, perform cash flow and personal financial statement analysis in order to assess the financial strength of a borrower.
May 10, 2023