Helps with day to day questions from other Credit Associates to resolve credit issues, past due accounts, back charges, and short payments.
April 11, 2023
Collect and review any supporting documentation to accommodate a collateral modification or substitution.
October 13, 2022
Demonstrate personal accountability in areas of dependability and time management.
October 13, 2022
Prepare and present monthly and quarterly PCC materials and updated Exposure Strategies for clients, in coordination with ACD.
October 22, 2022
Assist on federal tax consulting services including accounting method assessments, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories.
October 31, 2022
Communicate directly with client personnel, including operations, finance, accounting, and engineering.
December 30, 2022
Supporting trading activities by explaining model and algorithm behavior, carrying out scenario analysis, developing and delivering quantitative tools, and supporting analytics.
February 12, 2023
Provide expert service with a high sense of urgency in the coordination of Credit Products associates and coverage bankers to ensure alignment with our mission of delivering the whole bank to the client with speed, certainty, and creativity.
February 22, 2023
Review liquid assets proposed as collateral to determine the eligible loan amount supported under consumer credit policy.
March 06, 2023
Follow up on disputes timely and work with Regional/Branch and salesman to resolve.
April 20, 2023