Commercial & Installment Loan Officer
USD 90K-138K (estimate) Entry-level Full Time
Tasks
- Analyze borrower financial condition
- Apply compliance and regulatory requirements
- Assess management effectiveness
- Call on new and prospective customers
- Complete required training and certification programs
- Coordinate loan and cross sale activities
- Create problem watch action plans
- Create prospecting plans
- Cross sell bank products
- Develop loan origination pipeline
- Ensure loan documentation completeness
- Establish sales and referral goals
- Evaluate collateral value
- Generate fee income
- Identify credit risks
- Maintain knowledge of bank products and operations
- Make loan approval decisions within guidelines
- Meet sales volume and portfolio growth goals
- Monitor loan portfolio quality
- Participate in loan collections and workout of past due loans
- Present loans to loan committee
- Profile customers financial picture
- Recommend corrective actions
- Refer customers to other banking units
- Request additional borrower data
- Solicit loan applications
- Use Salesforce CRM for sales tracking
Perks/Benefits
- N/A
Skills/Tech-stack
Bank Secrecy Act | Bank secrecy | CRA | Collateral valuation | Commercial Lending | Compliance | Credit Risk | Credit Risk Assessment | Customer Relationship Management | Customer relationship | Fair Lending | Financial Statement Analysis | Loan Collections | Loan documentation | Loan underwriting | NMLS Registration | Pipeline Management | Portfolio Management | Real Estate | Real Estate Lending | Relationship Management | Risk Assessment | Sales Pipeline | Sales pipeline management | Salesforce CRM | Statement Analysis | Workout Management
Education
Roles
Commercial | Commercial Loan Officer | Loan Officer | Officer
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