Review all underwriting information to include applications, photographs, elevation certificates and third-party internet resources to correctly underwrite the policy.
February 04, 2023
Acts as backup for Loan Document Department including reviewing all executed loan documentation for the purpose of preparing funding package for Funding Department.
March 07, 2023
Runs pre-defined statistical reports for underwriting managers and sets up and issues policies per underwriter instructions.
April 04, 2023
Communicate orally and in writing the factors to determine underwriting decisions to both internal and external customers and partners.
April 05, 2023
Enters new business applications, initiates renewal application processes, processes term letters and distributes applications to support the underwriting process.
April 13, 2023
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
April 27, 2023
Assist in additional tasks as needed, including exception tracking and clearing, preparing and/or testing client covenant compliance, and assisting in the preparation and monitoring of ongoing financial and collateral reporting requirements.
May 09, 2023