1. Assisted Regional Bank President with his $55M Commercial Loan Portfolio, managing all loan documentation and servicing, along with customer relations with our borrowers.
2. Prepare paperwork for all Commercial and Consumer document preparation requests to Bank’s Loan Operations Department; acquire all necessary documentation from the customer for closing of the loan, as directed by policy and procedure.
3. Independently prepare and monitor specialized loan documentation, including loan agreements, loan presentations, commitment letters, participation documentation, margined loans and construction loans.
4. Maintain working knowledge of Title Commitments, including the ability to order, understand and solve requirements, both for residential and commercial properties.
5. Implement and enforce bank compliance issues, loan policies and procedures; close loans with the customer without lender supervision.
6. Control approval and document preparation necessary for maturing loans; provide collection efforts on past due loans; provide direct customer service to portfolio, including schedule closings, write letters and provide problem solving for all types of accounts; maintain HMDA and CRA reporting requirements for assigned portfolio.
7. Control of daily NSF/OD issues for my assigned portfolio; maintain working knowledge of all deposit accounts, including accounts with Analysis.
8. Responsible for maintaining daily, weekly and monthly deadlines and duties as assigned.