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Skills

  • Data-driven decision making
  • Ability to work under pressure
  • Problem resolution
  • Team building
  • Process improvement
  • Business-to-Business (B2B) Relationship Building
  • Compliance issue resolution
  • Team management
  • Audit preparation and assistance
  • Conflict resolution

Work Experiences

  • Achieved a 82% decrease in error rates.
  • Attended weekly meetings with loan officers.
  • Boosted client satisfaction ratings by 23%.
  • Aided in the successful renewal and modification of over 16 commercial loans, ensuring compliance with the bank’s lending policies.
  • Collaborated with loan officers to ensure that all loan agreements complied with regulatory standards, reducing compliance issues by 34% in 2023.
  • Administered loan closing dates.
  • Addressed complex client inquiries.
  • Addressed and resolved complex client inquiries related to loan status, helping boost client satisfaction ratings by 53%.
  • Assisted high-risk borrowers.
  • Aided in the renewal of over 10 commercial loans.

Summaries

  • Consistently met 69% of department deadlines.
  • Achieved 100% compliance with regulatory standards.
  • Commercial Lending Assistant with hands-on experience.
  • Adaptable Commercial Lending Assistant experienced in fast-paced environments, supporting loan officers by processing over 15 loan applications and reducing approval times by 19%.
  • Collaborative and proactive team player with demonstrated success in managing commercial loan portfolios worth over $6, helping the bank increase its loan profitability.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Commercial Lending Assistant with hands-on experience in managing payment tracking systems for over 7 clients, resulting in seamless day-to-day operations and error-free audits.
  • Achieved a 55% decrease in repeated submissions or rejections for commercial loan clients.
  • Collaborated with the collections team.
  • Adept at identifying potential issues in loan agreements.

Accomplishments

  • Led an initiative to improve the accuracy of loan application data, reducing reprocessing requests by 54%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Spearheaded the transition to a digital loan processing system, improving overall processing time by 33% for the commercial lending team.
  • Developed a new tracking system that reduced outstanding loan reconciliation delays by 52% within several months.
  • Documented and resolved process which led to system.
  • Modified internal loan processing dashboards using Jira, enhancing loan tracking capabilities for management oversight.
  • Integrated a new CRM system, improving client communications and maintaining relationships with over 15 high-priority accounts.
  • Facilitated client onboarding for new loan products resulting in 9 successful loans processed in two years with a 81% satisfaction rate.
  • Generated bi-weekly loan performance reports for senior management, which contributed to a 33% increase in portfolio performance.
  • Collaborated with loan officers to process over 3 commercial loan applications, reducing turnaround time by 65% through improved documentation workflows.

Affiliations

  • Toastmasters
  • American Bankers Association (ABA)
  • Council of Development Finance Agencies (CDFA)
  • Association of Information Technology Professionals
  • International Swaps and Derivatives Association (ISDA)
  • National Federation of Community Development Credit Unions (NFCDCU)
  • Commercial Real Estate Finance Council (CREFC)
  • Freemason
  • North American Industry Classification System (NAICS) related groups
  • Mortgage Bankers Association (MBA)

Certifications

  • Apple Certified Associate (ACA)
  • Certified Internal Auditor (CIA)
  • Loan Underwriting Specialist (LUS) Certification
  • Certified Public Accountant
  • Credit Risk Certification (CRC)
  • ServSafe
  • Certified Financial Services Security Professional (CFSSP)
  • Certified Loan Processing Specialist
  • Advanced Commercial Loan Structuring Certificate
  • Certified Anti-Money Laundering Specialist (CAMS)

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