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Skills

  • Financial statement analysis
  • Insurance billing
  • CCTV
  • Process improvement
  • MS Office
  • Commercial loan structuring
  • Customer service
  • Customer service-focused
  • Planning and coordination
  • Business Development

Work Experiences

  • Advised on a complex loan issuance.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Accomplished within the past year.
  • Developed a reputation for punctuality and hard work.
  • Attained Excellence Award for surpassing lending volume goals by over $13 in 2017.
  • Assisted clients with loan restructuring, saving over $16 in interest payments for a portfolio of over 15 clients.
  • Attained President's Club.
  • Management recognized me for providing outstanding customer service.
  • Achieved results over two years.
  • Achieved 4% growth in Jira loans.

Summaries

  • Results-oriented Banking and Financial Services professional with process improvement, risk assessment, and performance reporting strengths.
  • Achieved a 74% reduction in compliance-related delays.
  • Expert in standard with a strong aptitude for automated and optimized.
  • Workflow optimization Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Achieved a 45% boost in loan approval speed.
  • Excited and motivated to assist customers in achieving their financial goals.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Senior Lending Specialist with budget management and workflow optimization abilities.
  • Knowledge of HubSpot in depth, as well as risk assessment and data analysis abilities.
  • Achieved a 38% growth in loan portfolio quality.

Accomplishments

  • Spearheaded market penetration strategy for Workday loans, expanding customer base by 80% in 2023.
  • Collaborated with risk management teams to implement new credit analysis frameworks, lowering default rates by 73% through improved loan approval processes.
  • Worked closely with business clients to restructure debt, saving $11 across 12 loan agreements over three years.
  • Negotiated high-net-worth client deals, adding $14 in high-quality assets to the loan portfolio under favorable terms.
  • Secured high-volume loan agreements, building a pipeline of future business worth $18 in committed capital.
  • Collaborated with cross-functional teams to secure over $11 in commercial loans, contributing to the largest portfolio growth in 2019.
  • Led risk management initiatives that reduced loan losses by 72% by implementing advanced risk metrics.
  • Successfully resolved client disputes and maintained 60% customer retention across a $8 loan portfolio.
  • Regularly met with regulators to ensure all lending procedures complied with procedure, mitigating legal risks for the organization.
  • Coordinated the acquisition and onboarding of 4 new institutional clients, growing the company’s loan portfolio by $10.

Affiliations

  • Fellow, Institute of Risk Management (IRM) 2017
  • Keynote Speaker, Business Banking & Real Estate Lending Symposium Atlanta 2018
  • Active participant, Global Banking & Finance Conference 2017
  • Member, American Financial Services Association (AFSA)
  • Affiliate Member, Southern Independent Mortgage Bankers Association (SIMBA)
  • Affiliate, Risk Management Association (RMA)
  • Fellow, Institute of Chartered Bankers Boston
  • Speaker and attendee, Annual Financial Services Conference Austin 2016
  • Member, International Association of Credit Portfolio Managers (IACPM)
  • Member, International Association of Professional Debt Arbitrators (IAPDA)

Certifications

  • Commercial Real Estate Lending Certificate - American Bankers Association (ABA)
  • Advanced Lending Concepts Certificate - Beacon Labs
  • SHRM Certified Professional (SHRM-CP)
  • Association for Project Management (APM)
  • CompTIA A+ Technician
  • First Aid/CPR
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA)

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