First Federal Lakewood

Loan Officer

• Develop commercial banking business for companies up to $60 million in revenue
• Acquire new commercial banking business using effective calling techniques
• Build and maintain relationships with accountants, attorneys, community leaders, and professional/social organizations
• Attend networking, charity, and corporate functions for prospecting and relationship building
• Update supervisors on pending banking business, metrics, portfolio status, and underwriting status
• Manage commercial portfolios and coordinate with clients on accounts and relationship issues
• Facilitate credit applications, perform site visits, obtain underwriting decisions, and conduct annual portfolio reviews
• Identify, evaluate, structure, and document commercial credit transactions
• Monitor credit quality and take appropriate action
• Resolve client service issues and cross-sell bank products
• Handle high-level executive account and loan requests
• Represent the bank in civic and community functions
• Attend training to improve sales, presentation, commercial, SBA, treasury management, and banking knowledge
• Manage service providers and vendors as directed
• Comply with banking laws and regulations, including the Bank Secrecy Act, USA Patriot Act, anti-money laundering statutes, and consumer protection regulations
• Level 2: Mentor credit analysts, portfolio managers, and less experienced loan officers
• Level 3: Manage the largest and most complex client portfolios, mentor team members, advise colleagues, support relationship building, and assist with training
• Perform other duties as assigned

Commercial Loan Officer

General

• Assist the Commercial Banking department with tasks supporting the company’s mission
• Support Commercial Banking, Commercial Credit, and Retail Sales departments through projects
• Assist with financial analysis, data analysis, sales call preparation and participation, proposals, and underwriting
• Process activities required to support the company’s mission of providing quality financial services
• Perform other duties as assigned

Commercial Loan Officer

Commercial Banking Intern – Small Business