Erika Velazquez

Monitor deposit portfolio for red flags or unusual activity to prevent any potential negative issues

Monitor loans and CDs Matures, including loan renewals and changes

Building and maintaining relationships with clients and key personnel within customer companies

Assist in establishing short-and long-range departmental goals, objectives, policies and operating procedures

• Partners closely with other team members in the processing, closing and underwriting areas
• Processed Residential Product Mortgage and HELOC Loans; verify assets credibility, liability debt, debt ratios, customer service and evaluate loan documentation for underwriting review

• Building and maintaining relationships with clients and key personnel within customer companies
• Monitor deposit portfolio for red flags or unusual activity to prevent any potential negative issues
• Coordinate Client meetings with Treasury Management Representative and TM Client Services
• Assist in establishing short-and long-range departmental goals, objectives, policies and operating procedures