Duties, responsibilities, achievements
Business Banking Relationship Manager (Former Employee) – Eugene, OR – June 5, 2014
Develop new client relationships, while expanding a portfolio of existing clients with annual revenue in the $1 million to $10 million range. Develop centers of influence to attract new clients, work with four area branches to identify new clients, and pursued individual marketing efforts to identify profitable accounts for the bank. Working with a client's financial information I was able to develop a comprehensive understanding of a client's needs and ability to service the loan repayment based upon trend analysis, collateral valuation, and market conditions. Other duties included maintaining proper documentation, compliance with federal and state laws, and the preparation of monthly reports.
During my two years with Home Federal Bank I assisted my clients by providing a high-level of customer service as they transitioned from Liberty Bank to Home Federal Bank during an economic cycle that was less than ideal. I worked with my clients to insure their needs were addressed timely and accurately. At the same time, I maintained a profitable portfolio of loans for the bank, with less than 0.5% delinquency. Many loan accounts have regular reporting requirements for loan administration; my portfolio was kept current on the receipt and analysis of financial statements as well as reporting to Credit Administration on issues, concerns, or trend changes.