The Role
Support commercial lending by gathering financial information, spreading business financials, preparing global cash flow worksheets, writing credit briefs/memos, managing construction loans and inspections, assisting annual loan reviews and board reports, and delivering customer service per bank protocols.
Summary Generated by Built In
Leadership:
- Proactively seek opportunities for personal and professional development. Be growth minded.
- Enthusiastically support bank initiatives.
- Develop and maintain a supportive relationship with branch and interdepartmental teammates.
Sales & Service:
- Deliver unmatched service by consistently executing the MCB PROMISE.
- Handle internal customer assignments in an efficient, timely manner.
- Answer the telephone using MCB protocol. Warmly transfer calls when necessary.
- Develop a conversational competence about all bank products. Take the initiative to develop product knowledge. Consistently identify customer needs and present solutions.
Job Functions:
- Assist commercial loan officers with underwriting loan requests. This includes, but is not limited to:
- Requesting all necessary financial information
- Spreading business financial statements
- Preparing Global Cash Flow worksheet
- Writing credit briefs and credit memos.
- Assist loan officers with construction loan management. Do on-site building inspections when needed.
- Assist CCO in conducting annual loan reviews.
- Assist CCO in preparing monthly and quarterly board reports.
- Assist with branch responsibilities as needed.
- Complete all assigned training by the required deadlines.
- Other duties as assigned.
Skills Required
- Requesting all necessary financial information from borrowers
- Spreading business financial statements
- Preparing Global Cash Flow worksheets
- Writing credit briefs and credit memos
- Assisting with construction loan management and performing on-site building inspections
- Assisting with annual loan reviews
- Assisting in preparation of monthly and quarterly board reports
- Answering the telephone using bank protocol and handling internal customer assignments
- Developing product knowledge and identifying customer needs to present solutions
- Completing assigned training by required deadlines
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The Company
What We Do
Marion Community Bank is an Alabama-based bank that has been serving customers for over 120 years, offering personal and business banking, home loans, commercial lending, and savings solutions with a commitment to community and personalized service.
