BOARD02276

• Board Meeting Date: 7/28/2003
• Description: Department of Natural Resources Core Mission Project
• Board Meetings - Doc Type: Memo

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GROUP 16, 17: RELATIONSHIP LENDING
Starter Template

GROUP BACKGROUND: KEY FACTS

Objectives (Processes)

1. To manage the relationship portfolio.
2, To prepare for calls on clients/prospects,
3, To call on c1ients/prospect5/COls/lnvestment banks/syndication departments,
4. To follow up on calls on clients/prospects,
5. To seek credit approval for loans/leases and other exposures.
6, To Initiate the merg~r and acquisition transaction.
7, To facilitate business development marketing efforts,
8, To administer and manage the department. .

Background Information

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TOTAL # CUENTS
Average number
Relatlonshlps{Team
NE.
MW
RM
NW
A riculture
Average Prospect
Opportunltles{Team
NE
MW
RM
NW

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