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Tony Williams, Loan Technologist
Commercial Lending Business Model
Set Portfolio Goals w/Mgt
Rpt Portfolio Performance
Rpt To External Agencies
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Relay input to management of the current portfolio, deals in progress and investor appetites to comply with the bank's overall portfolio goals.
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Portfolio goals must be compared to the current portfolio position
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The portfolio must be incompliance with all regulations and guideline
LIQ223
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