![]() ![]() Utilizes the business case discussion and subsequent meetings with bank management, the credit department, industry specialists and other interested parties to exchange information and ideas, and to seek and understand the opinions of others.Participates in the underwriting and documentation of the credit: Reviews and directs new credit requests for existing clients and prospects to ensure adequate business discussions occur and to pursue creditworthy opportunities.Concludes the sales process by gathering and evaluating financial statements and related data from the prospect or customer, determining potential credit worthiness, and establishing and negotiating proposed credit terms.Seeks out expertise within the company (i.e., governmental guaranty, cash management, specific industry knowledge) to assist in the development of customer relationships.Prepares for and conducts prospect and customer meetings utilizing tools such as First Research, eMentor, and PROFITMAX. ![]() ![]()
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