This position is responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before being report to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information; unauthorized release of information could result in customer and/or employee dissatisfaction, loss of customers and/or employees, financial loss to the Company, damage to Company reputation, and/or potential litigation against the Company.
Market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Venture Capital firms, Financial firms, Business brokers, and National organizations.
Visit prospective clients.
Produce reports needed for new prospects and attends regularly scheduled meetings.
Other duties as assigned.
Umb Financial Corporation