Manages maturing note and line of credit renewal process for assigned portfolio.
Updates (CRM) with borrower and loan information and data as indicated.
Independently manages (with RM oversight) a portfolio of relationships with less intensive and/or transactional needs.
Assists RM in the sales process by researching/reviewing client relationships to identify needs and develop potential solutions.
Responds to inbound inquiries from current business loan clients.
Serves as liaison between the RM, client, and loan operations department to ensure closing and post-closing loan requirements are met.
Opens new business depository accounts and coordinates with Treasury Services to ensure proper implementation of related products and services.
Prepares and submits loan packets for credit approval as directed.
As requested, reviews public information for new opportunities, performing basic market research, and assisting with the pre-call planning process for both prospects and existing clients.
Responsible for assisting or attending loan closings.
Perform routine tasks as requested by client including transfers, loan payments, wires, and research.
At the RM’s direction, contacts and inquires with clients for delinquent payments.
Clears credit and documentation exceptions.
Provides customer support as needed (i.e., delivers documents, etc.).
Provides back up support in the department as needed.
Completes all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
One (1) to three (3) years of retail or commercial related experience preferred.
Basic knowledge of commercial and / or agricultural lending concepts.
Strong time management skills.
Excellent organizational skills.
Experience/Proficiency in Microsoft Excel and Word.
Good written and verbal communication skills.
Ability to work with different departments and business entities.
Ability to prioritize tasks and take initiative.
Customer service oriented.
Ability to handle multiple tasks in a fast-paced environment.
PHYSICAL DEMANDS
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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