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Confidential Questionnaire

Use this form to submit your information. We will respond to you as soon as possible.

First Name

Middle

Last Name

Address

City

State

Zip

County

Population

Business Phone

Home Phone

Fax

Cell

Email address

Spouse's Name

Spouse's Occupation

Home Town

Spouse's Home Town

Children: Ages/Names

Employment History

Your Title

Management
Operations
Trust
Lending

 

Current Employer (Bank, S&L, Financial Institution)

Address

City

State

Zip

Assets $ Loans $

ROA Location

Parent Company

Location Assets $

Beginning Date of Employment Ending Date

Titles

Rank in bank or department

Number you supervise

Years in Banking

List your top three primary duties and responsibilities:

1
2
3

If your position includes lending:

Size of Bank's loan portfolio $ MM

Size of your personal loan portfolio $ MM

Breakdown:

Personal Commercial $
Personal Commercial Real Estate $
Personal Residential Real Estate $
Personal Consumer $
Personal Agricultural $
Size of your Typical Personal Loan $
Largest Personal Loan $

Give examples of your personal loans (Ex. Hotel $500,000, Two Family Dwelling $200,000, Ag Operating Line $100,000, Inventory $50,000)

Describe your experience with the following: SBA, FmHA, Credit Review, Credit Analysis, Documentation, Financial Statement Analysis, Appraisals, Supervisory role, Business Development, Sales Training

Current Salary and Benefits

Salary $

Car
Medical insurance
401K
ESOP
Disability insurance

Vacation weeks

Bonus Incentives

Pension $

Life insurance $

Education

Colleges Attended, Dates, Degrees

Banking schools, job related courses and seminars (show location and dates).

Prior Employment (list in Chronological Order)

Name of Firms, Location, Asset Size, Dates of Employment, Titles Held, Duties, Accomplishments

Civic Involvement

List civic organizations, offices held, campaigns, honors, awards, church activities, military

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Date Last Modified: 4/23/07