Jake Meunier

• Work on complex Leveraged Obligor deals involving extended analysis of collateral and Enterprise Value. Sourcing information from client calls and the regional credit team's expertise to complete detailed writeup.
• Work with Lending Officers across teams to underwrite Letters of Credit for large corporations.
• Assist Manager by sending reports on the team risk rating performance and become active member of the policy committee regarding risk rating Operating Leases.
• Partner with Lending Officer to opine on complex deals and complete projects outside the scope of current duties.

● Examine financial statements and relevant documents to assess customers' creditworthiness. To support underwriters and relationship managers, with financial spreading, risk rating, and covenant tests.

● Work with many teammates across the bank to evaluate the potential and existing clients to fuel responsible loan growth.

● Gained authority to approve loan monitoring tasks within 12 months of entering production.

• Provided wide range of skills to estimate, bid, and perform small home renovations and repair projects.
• Offered friendly and efficient service to clients.
• Created plans and communicated deadlines to ensure client projects were completed on time.
• Managed budgets and cost to optimize profit.

• Managed friendly and professional customer interactions answering
  questions regarding products, prices, and availability.
• Developed relationships with existing customers by learning preferences
  and managing regular communications.
• Collaborated with vendor representatives and company customers to set
  up optimal delivery schedules.
• Maintained up-to-date knowledge of available products and inventory to
  best serve customers and maximize sales potential.
• Determined needs, delivered solutions, and overcame objections through
  consultative selling skills.
• Collected information on sales and service issues to coordinate team-wide
  resolutions.