Beth Meehan Email & Phone Number

St. Augustine, Fl, Us

St Augustine, Florida

Provides accurate documentation and analysis of loans and quality service to customers within the Commercial Banker’s portfolio. Loan portfolio management duties - as assigned by the Commercial Bankers that I support. Including, but not limited to cash flow analysis, coordination with Credit Analyst, preliminary preparation of the LCA, and coordination with the customer and Loan Hub team, obtaining due diligence items for commercial loans, working with third party vendors (insurance companies, appraisers, and contractors). Also tasked with administrative duties such as ensuring payment of invoices, preparing for monthly sales meetings and market events, scheduling meetings, and serving as a general point of contact for loan, deposit, and treasury questions, as well as community events.

St Augustine, Florida

Gain new customers and expand relationships with existing customers. Ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Generate leads, build new and maintain existing customer relationships within company experience expectations. Accountable for meeting customers’ sales, service, and transactional needs.

State Of Florida

Education record

Business Administration

Real Estate Sales Associate