Evaluates strengths and weaknesses of the credit and escalates risks and other issues to MCU and/or RM or PM (Portfolio Manager).
February 10, 2020
Provides support to Commercial Bankers, Bank executives, loan officers, retail bankers, loan administrators and/or process administrators by answering queries and providing training on basic lending issues.
March 02, 2020
Assist Commercial Relationship Managers (RMs) in managing workflow via a pipeline process with regard to the prioritization of new prospects, modifications, renewals/upcoming maturities, as well as Portfolio Reviews and Special Asset Reports while developing a working knowledge of all prospective opportunities through the process.
March 05, 2020
Develop a thorough understanding of all Constructive Loans product and program underwriting guidelines, documentation requirements and processing, underwriting, closing and post-closing procedures.
March 26, 2020
Review and analyze all documents within or associated with the underwriting file to establish accuracy in identification and minimizing the risk of exposure, utilizing change requests, claim information, loss control and outside databases to identify changes in exposure to risk.
March 28, 2020
Prepares business case memos and participates in business case discussions, subsequent meetings with bank management, industry specialists, and other interested parties.
May 14, 2020
Handle underwriting decisions on new business, renewals and referrals that fall outside the guidelines and within delegated authority levels.
May 19, 2020