Mentor and train employees on commercial underwriting fundamentals, systems, tools, workflows, and documentation standards
Facilitate classroom, virtual, and one-on-one learning sessions for new and existing underwriters in all channels and areas including but not limited to SBLU, BBLU, CLU, SBA and RCL. Some learning sessions will be expanded to include Relationship Managers and Portfolio Managers on credit topics as recommended by management
Develop and maintain up-to-date training materials reflecting current underwriting guidelines in accordance with Renasant Bank’s practices and standards to include but not limited: Job aides, Guidance documents, Calculation tools, Short videos
Support CLU Underwriting Support Services and other employees as needed by reviewing completed work, providing workflow guidance to employees and feedback regarding the training progress of the employees to the Director of Credit Development
Act as a subject matter expert of loan policy matters and processes and procedures within the Commercial Underwriting department
Provide coaching and post-training support to the underwriting team including but not limited to handling email inquiries. This position will have certain administrative permission sets and responsibilities within Ignite to assist with these inquiries.
Manage the CLU Underwriting Support Services team, which includes but is not limited to hiring, coaching and development, performance evaluations, and disciplinary action.
Requirements
Bachelor’s degree in finance, Accounting, Business or Economics preferred (or equivalent years of directly related experience will be considered)
Minimum of 10 years of extensive Commercial Credit experience in Commercial Loan Underwriting Management, Credit Training and Underwriting or 15 years of commercial credit functions including in Credit Administration, Credit Underwriting Management, Credit Underwriting, Credit Training and Mentoring and Loan Approval experience
Strong knowledge of underwriting commercial construction, C&I and CRE type loans
Ability to analyze tax returns, accountant prepared financial statements and internally prepared financial statements
Knowledge of accounting and finance principals and applicability to credit responsibilities
Knowledge of loan policy and banking regulations for lending
Ability to communicate both verbally and in writing
Ability to connect, relate and communicate with people in various positions from an entry level position up to executive management
Ability to develop and train with curriculums that effectively educate others in the completion of their responsibilities
Ability to use the bank’s software and hardware to complete responsibilities
Ability to travel across the bank's geographic footprint to conduct on-site training at locations designated by the bank
Be a positive, proactive and flexible employee providing RNSTXcellence service to both internal and external relationships.