Description
:
The Commercial Sales Associate II provides ongoing Commercial Customer service documentation and loan system support as the Relationship Teams liaison on assigned accounts.
CRE CSA Department Overview:
Manage and process overdrafts and prepare packages daily for review within appropriate timeframe that adheres to audit credit policy/procedures.Manage & maintain financial reporting requirements within Team's portfolio; Financial request letters, tracking and scanning within appropriate timeframe that adheres to audit credit policy/procedures.Manage and assist with processing covenant compliance for Credit Management approval.Manage & assist with tracking the receipt and scanning of Insurance Certificates.Review and track various RM reports and follow-up with RM/CS on clearing delinquencies, maturities and financial/loan exceptions.Manage & monitor Good Faith Reports.Manage & fo...