JOB SUMMARY:
Provide exceptional customer service for Commercial Lending customers participate in relationship planning and enhancement of business relationships loan operations management and credit analysis.
PRIMARY DUTIES:
- Responsible for new business development. Maintains positive relationships to ensure customer satisfaction and business retention.
- Maintains a working knowledge of all bank products and services. Recognizes crosssale opportunities and refers sales opportunities in response to customer needs.
- Works closely with Loan Operations to ensure a transparent transition from pipeline business to booked loans. Resolves operational problems and recommends alternative procedures for daily loan administration.
- Manages credit and Guarantor files to ensure bank compliance. Routinely checks files for accuracy and to make certain all required documents are present.
- Collects verifies and validates credit information and prepares credit writeups/annual reviews for loan committee. Assists manager with credit underwriting financial statement analysis and preparing credit summaries.
SKILLS REQUIRED:
- Bachelors Degree or equivalent experience
- 35 years Commercial Lending experience
- Exemplary customer service and problemsolving skills
- Attention to detail with a high level of proficiency and accuracy
- Excellent oral and written communication skills
- Strong organizational and analytical ability
- Ability to multitask and prioritize
- General knowledge of financial accounting theory and logic
- Proficient with PC software and applicable mainframe systems
- Proficient with Excel