About This Job
The main purpose of this job is to assist specialists and internal partners across the market with calling activities, credit/portfolio requests, account management/maintenance, and community events.
Essential Functions
Contact customers to retain and expand relationships using Consultative Selling approach
Execute Credit/Portfolio tasks as required including, but not limited to: contacting customers for updated financial information and loan agreement compliance requirements, complete customer financial reporting requirements and loan covenant/provision compliance administration, and submit company and personal financial statements
Facilitate loan closings for Vehicle and Equipment loans
Facilitate the resolution of customer maintenance/management tasks within the market, engaging product experts as needed
Participates in community and business functions/groups to ensure a posit...