Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/ services or processes.
January 28, 2020
Reviews commercial loans, including government sponsored programs, according to investor guidelines, Credit Union policies, procedures, and state and federal regulations.
February 18, 2020
Order, obtain, and analyze all pertinent applicant/borrower, property/collateral, and documentation information and verifications related to the processing of complex commercial loan transactions.
March 03, 2020
Confirms budget, escrow closing statements and bank settlement statements are in balance, assuring fees and expenses are accounted for and outstanding items are identified.
March 05, 2020
Participate in Kick-off call with both Internal team members and Borrower to gain understanding of transaction at onset of process.
April 09, 2020
Complete post-closing steps to ensure that all necessary documentation is received by downstream partners.
April 11, 2020
Demonstrates ability to balance required regulatory and policy requirements when making decisions.
April 20, 2020
Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation.
June 27, 2020
Assist the Commercial Closing Manager in identifying and implementing methods of improving both functional and departmental efficiencies.
July 14, 2020