Responsible for proactive management of a commercial loan portfolio and related commercial
deposit accounts along with delivering superior client services to retain and grow the
portfolio. This role will assist the RM/BDO in initial underwriting for new pre-screen memos,
coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate
closings in addition to identifying cross-selling and referring opportunities to other Bank
solution partners. Ongoing credit monitoring and risk rating management will be essential to
mitigate risk consistent with the Lending Policy.

Essential Duties and Responsibilities:
Assist clients and RMs as the primary client contact on daily account activity by solving
complex customer questions and, as necessary, assisting with daily transactions in a timely
manner.
Maintain and help solidify existing relationships with proactive calling activity and
identifying bank products to deepen the client relationship while providing superior client
service.
Support the Bank‘s RM/BDOs in cross-selling deposit, treasury management, private
banking, card services, wealth and other bank services as an additional point of contact.
Coordinate the loan renewal process by working with the RM/BDOs, Underwriters and others within
the Credit Administration team.
Assist the RM team with timely and accurate completion of new commercial credit pre-screen
presentations, including analysis of appropriate data per credit policy, bank procedures, and
regulatory requirements.
Create Salesforce Opportunities consistent with approved and executed LOIs in order to route to
Loan Coordinators and independent Credit Underwriters for timely loan decisions among credit
approvers.
Oversee loan documentation process to ensure the team‘s loan documents are consistent
with credit approvals and are accurately prepared, including appropriate signatures,
disclosures and credit authority.
Monitor compliance with loan agreements by working with the RMs.