Assist with systems coordination of loan processing, reviewing loan documents, balancing daily and weekly internal loan accounts, monitor/maintain exceptions reporting, processing of loan payments and extensions.
November 03, 2022
Works with assigned Commercial customers in handling the credit administrative aspects of their respective portfolios allowing Commercial Banking Officers more time to focus on business development efforts and new client acquisition.
January 31, 2023
Provide guidance, assistance and training in the structuring and maintenance of commercial real estate credit and borrowing relationships, including negotiating, underwriting, pricing, credit quality, reporting of problems, completing in-depth reviews of financial statements and receiving all required documentation.
February 13, 2023
Complete the documentation required for the loan approval packages, review status of existing loans and take appropriate action on loans that are mature or past due.
March 31, 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 07, 2023
Reviews commercial loan packet for completeness, gathers necessary supporting financial information, including reports and other data necessary to assess the strengths and weaknesses associated with the credit request and prepare write ups.
April 21, 2023
Prepares documents for loan renewals, orders and tracks documents required to complete the loan file, including flood and general insurance, appraisals, loan disclosures and compliance.
April 21, 2023
