Robert C. Matthews, email: bob.matthews@myfirstfarmers.com
Role:
To assist Sr. Commercial Bank Officer and other Commercial Lenders with medium to large portfolios that have moderate to complex degree of difficulty in their daily duties including; to make or assist with customer calls, to help prepare memos and provide service related to existing and proposed loan requests, to obtain and/or prepare loan documents, work with outside service providers to arrange loan closings, providing high level customer service support, and performing special projects as directed by management.
Essential Functions & Responsibilities:
E
25%
Assists RMs with complex transactions including; preparing package for underwriting on new loans and renewals, prepares summary structure memos to be sent to credit manager for CAM preparation, gathering and tracking necessary documentation related to underwriting package and closing preparation.
E
20%
Assists and works with RMs at loan closings, including working with title companies and closing attorneys; handles less complex closings as may be necessary at the request of RMs.
E
15%
Calls on business clients/prospects in partnership with the Commercial Relationship Managers to develop new business relationships.
E
10%
Suggests new products and services to clients after probing for possible needs.
E
10%
Runs the Pricing Model for RMs with suggested fees and loan pricing
E
10%
Reviews monthly and quarterly loan compliance on transactions as well as required financial statements and reports as may be necessary per CAMs.
E
5%
Assists with and prepares RLMs on a quarterly basis as needed.