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Confidential Questionnaire
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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
Your Title
Management Operations Trust Lending
Current Employer (Bank, S&L, Financial Institution)
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
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 $
Describe your experience with the following: SBA, FmHA, Credit Review, Credit Analysis, Documentation, Financial Statement Analysis, Appraisals, Supervisory role, Business Development, Sales Training
Salary $
Car Medical insurance 401K ESOP Disability insurance
Vacation weeks
Bonus Incentives
Pension $
Life insurance $
Colleges Attended, Dates, Degrees
Banking schools, job related courses and seminars (show location and dates).
Name of Firms, Location, Asset Size, Dates of Employment, Titles Held, Duties, Accomplishments
List civic organizations, offices held, campaigns, honors, awards, church activities, military
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Date Last Modified: 4/23/07