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.
March 18, 2020
Evaluate and service the needs of present and potential customers seeking a variety of commercial loans, deposit accounts and other bank products.
May 06, 2020
Demonstrates effective face-to-face and telephone interviewing skills and techniques, including the ability to discuss loan denials, loan alternatives, interest rates, and follow-up items.
May 13, 2020
Supports the quality process, participates in task forces, departmental meetings, and other activities.
June 07, 2020
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.
July 25, 2020
Develop material for loan presentations, and make presentations to the Executive Committee as required in accordance with loan authority and commercial loan policy.
August 03, 2020
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.
August 17, 2020
Attend loan closings, industry events, and other opportunities for networking and business development.
September 05, 2020
Prepare and deliver to applicants all documents and required disclosures according to product requested meeting timing requirements.
September 10, 2020
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).
September 22, 2020