Attend loan closings, industry events, and other opportunities for networking and business development.
December 07, 2022
Performs pre-qualification assessment of applicants and obtains information regarding earnings and financial condition to evaluate the applicant's creditworthiness, including the analysis of financial condition and if the risk of request is within the framework of Banks credit culture and current economic and industry trends.
December 16, 2022
Review construction inspections and, with the assistance of the construction loan administrator, monitor draw requests to ensure that sufficient money remains to complete the project.
January 12, 2023
Provides support and assistance to the branch and loan officers in other areas in the origination of commercial real estate loans by providing quality service.
February 17, 2023
Prepare and deliver to applicants all documents and required disclosures according to product requested meeting timing requirements.
February 20, 2023
Meets with applicants to develop a complete package of information on both the real estate which will serve as collateral and the financial condition of the borrower(s) and/or guarantor(s).
March 21, 2023
Develop material for loan presentations, and make presentations to the Executive Committee as required in accordance with loan authority and commercial loan policy.
April 18, 2023
Evaluate and service the needs of present and potential customers seeking a variety of commercial loans, deposit accounts and other bank products.
April 27, 2023
