Works with processing/funding to ensure accurate flow of information in documents to provide efficient closing of loan funding.
February 04, 2022
Monitors adherence to such policies and validates that exceptions are adequately identified, fully justified and properly approved.
February 16, 2022
Prepares a Credit Analysis Summary (CAS) of Commercial applicants requesting large lines of credit by analyzing the customer, interpreting the request, identifying the risk factors, performing a risk assessment, and providing a summary and recommendation.
March 23, 2022
Understand applicable credit policies, industry regulations and the requisite impact of those governance items to prospective new partners or product initiatives.
May 01, 2022
Assists with credit presentations to include financial statement spreads, covenant testing, collateral analysis, obligor/facility ratings, cash flow analysis, relationship exposure, and underwriting.
May 07, 2022
Complete all actions in a timely manner to meet established deadlines and customer expectations.
May 22, 2022
Review, analyze and interpret financial statements, perform cash flow and personal financial statement analysis in order to assess the financial strength of a borrower.
June 02, 2022