SUMMARY OBJECTIVE. Administer assistance to lending officers of the bank by furnishing credit analysis and financial information evaluation services. Promote compliance with established credit policies and procedures. Functions at a wholly-independent level and assists Supervisor of Credit Analysis Department in training and coaching of less experienced Credit Analysts. . ESSENTIAL FUNCTIONS. 1. In support of the Lending Division, prepare accur...
DUTIES. Work requires a thorough working knowledge of general business and office procedures and of the specific business operations, organizations. policies, and procedures, files and workflow of the Financial Services Division. . Work requires a working knowledge of Excel, Microsoft Word and Access, or. substantially similar software packages. Work requires a working knowledge of securities, investment and. insurance terminology. Screen telepho...
SUMMARY OBJECTIVE. Responsible for the completion of all preferred affinity partner loan application requests, including residential mortgage, home equity line of credit and personal line of credit. . ESSENTIAL FUNCTIONS. 1. Originate, develop, and complete residential mortgage, home equity line of credit and personal line of credit loan applications by phone, fax, electronically or mail for affinity program members. 2. Talk with prospective lend...
SUMMARY OBJECTIVES. This position works closely the with Retail Branch Manager to ensure that all processes and services offered by the bank run smoothly. Perform day-to-day branch operations and management of teller/ Platform staff along with providing leadership and guidance. Adhere to all operational policies and procedures to ensure safety and soundness of the bank. Monitor sales/service quality levels and mentor staff to achieve goals. . ...
Primary responsibility of this position is to develop and expand profitable commercial relationships by identifying financial needs and recommending appropriate solutions. Key areas of focus include loans, business services, deposits, related retail, and trust services. Responsibility includes the ability to assess financial performance in a variety of industries, understand and interpret the underwriting process, credit policy and procedures, ...
Primary responsibility of this position is to develop and expand profitable commercial relationships by identifying financial needs and recommending appropriate solutions. Key areas of focus include loans, business services, deposits, related retail, and trust services. Responsibility includes the ability to assess financial performance in a variety of industries, understand and interpret the underwriting process, credit policy and procedures, ...
SUMMARY OBJECTIVE. Maintain a reliable technology environment by resolving escalated clients’ calls with a high level of customer satisfaction. Setup and maintain IT hardware and software according to established procedures. DUTIES. 1. The IT Support area is the main client contact point for IT-related issues. (IT hardware, software, applications, telephones, etc.) This position is responsible for resolving escalated client calls. Backup Help Des...
SUMMARY OBJECTIVE. Maintain a reliable technology environment by resolving escalated clients’ calls with a high level of customer satisfaction. Setup and maintain IT hardware and software according to established procedures. DUTIES. 1. The IT Support area is the main client contact point for IT-related issues. (IT hardware, software, applications, telephones, etc.) This position is responsible for resolving escalated client calls. Backup Help Des...
ESSENTIAL FUNCTIONS. . 1. Attain the objectives required in the loan review policy and procedures. . 2. Prepare accurate analyses (review format) of existing borrowers from an unbiased perspective to ensure the accuracy of the risk ratings. This includes but is not limited to evaluation and interpretation of liquidity, leverage, and operating metrics. calculation and discussion of cash flow coverage. consideration of management, industry, rent r...
