Commercial Loan Sales (SMB Client) Process Workflow Template

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Overview: Commercial Loan Sales (SMB Client) Workflow Template

This workflow template illustrates the origination of commercial loans for small/medium-sized business clients (SMB), including all of the steps from initial sales contact (by the loan officer) through the drafting and acceptance of the loan agreement. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Commercial Loan Sales (SMB Client) process.

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Process Details and FAQ: Commercial Loan Sales (SMB Client)

What is included in the Commercial Loan Sales (SMB Client) process?

The Commercial Loan Sales (SMB Client) process deals with the sale of commercial loans to small and medium-sized business (SMB) or institutional clients. "SMB" clients typically have less than 1,000 employees, but this threshold may vary from bank-to-bank. This process kicks off with a call from a commercial loan officer to a commercial sales lead, or prospect. Prior to contacting the lead, the loan officer typically performs some research to understand the client's business. During the initial sales call, the loan officer gathers information regarding the client's needs. A package of documents, including potential loan options, is then prepared to present to the client. If the client decides to move forward, a good faith deposit is collected and the formal application process begins. During the application process, the client and loan processing/closing staff members coordinate to collect all requisite information and ensure that the loan terms are satisfactory.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Commercial Loan Sales (SMB Client) process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Commercial Loan Sales (SMB Client) process:

  • Customers/Sales Prospects
  • Commercial Loan Officers (Relationship Managers)
  • Application Processing Staff
  • Loan Closing Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Commercial Loan Sales (SMB Client)

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Mapped in BPMN 2.0 format


    Call: 844-650-2888


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