Qualifications

• 3+ years of lending or credit experience in community or industry settings.
• High school diploma or GED required; Bachelor's degree preferred in Finance, Accounting, or related discipline.
• Proficient in Microsoft Office Suite and CRM tools like Salesforce or nCino.
• Strong understanding of credit underwriting, accounting, and loan documentation processes.
• Effective at networking with potential clients and maintaining business relationships.
• Ability to analyze financial information and make informed credit decisions.

Responsibilities

• Drive business development by acquiring new clients and strengthening existing relationships.
• Quickly respond to new business referrals from various channels within the bank.
• Develop and maintain a network of external referral sources to attract new clients.
• Manage and service a portfolio, cross-selling appropriate bank products while ensuring profitability and growth.
• Negotiate terms of lending agreements and prepare documentation for credit approval processes.
• Ensure all financial information is current, accurately analyzed, and reported to relevant stakeholders.
• Oversee the loan closing process to ensure all legal documents are accurate and complete.

Benefits

• Comprehensive health and wellness programs.
• Opportunities for professional development and training.
• Collaborative work culture with a focus on teamwork.
• Access to advanced tools and technology for effective work management.
• Employee incentive programs to recognize performance.