Angela A. Email & Phone Number

Fresno, Ca, Us

Fresno, California Area

• Provide operations support to an assigned team of Relationship Managers.• Monitor covenant and reporting requirement violations; assisting with execution of default waiver letters to borrower.• Requests and monitors receipt of financial reporting requirements, uploading documents to electronic file system.• Due diligence ordering credit reports, title reports, appraisal reports and other reports as needed. • Contact customers and collect required financials to satisfy reporting requirements depicted in credit agreements.• Submit various maintenance requests when needed in order to maintain a positive customer experience.• Assist marketing with events hosted and/or sponsored in the Central Valley.• Adhere to all credit policy and compliance within Corporate and Wholesale Banking.

Fresno, California

• Provide sales, marketing and operations support to an assigned team of Business Relationship Managers.• Responsible for maintaining a high level of customer service, gathering required data, assessing the performance on existing accounts and providing information on possible new services for the customer.• Reviewing complex legal entity structures for collateral monitoring and perfection• Independently identify cross-selling opportunities.• Meet with customers to process loans from initiation to closing; including real estate transactions.• Contact customers and collect required loan documentation to complete the closing and booking process. • Submit maintenance requests when needed in order to maintain or add Treasury Management products.• Perform basic credit analysis and underwriting of existing portfolio; i.e. renewals.• Leads communications and work flow to determine the appropriate strategy to determine best interest of the customer and organization.• Adhere to all credit policy and compliance within Corporate and Wholesale Banking.

Fresno, California

• Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors.• Lead Chamber committees by preparing agendas, taking minutes and implementing tasks created by committee.• Develop, prioritize and implement tactical written project plans, timelines and schedules.• Prepare invoices and reports to track expenditures and work with finance staff to prepare annual budget.• Create and track events calendar – provide staff, temporary or otherwise to ensure a successful event.• Advise on preparation and presentation of shows, displays and exhibits.• Coordinate event advertising and sales promotion material with marketing and sales personnel.• Editor and creator of all Chamber publications; including newsletters, newspaper, catalogs, brochures, flyers, press releases and other materials.• Create and maintain event web pages.

Fresno, California