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Skills

  • Knowledge of Jira Loan Products
  • Compliance issue resolution
  • Team building
  • Organization
  • Process improvement
  • Project organization
  • Payment tracking and reconciliation
  • MS Office
  • First Aid/CPR
  • Procedure equipment

Work Experiences

  • Achieved a 82% decrease in error rates.
  • Collaborated with legal teams to mitigate risk.
  • Built relationships with over 11 business clients.
  • Achieved 100% adherence to audit certainties.
  • Achieved new loan growth of $8.
  • Assisted in the preparation of loan proposals.
  • Built relationships with over 15 business clients, delivering exceptional service leading to 44% customer retention and increased cross-selling opportunities.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the delivery of metric project by framework team, which resulted in method.
  • Attended weekly meetings with loan officers.

Summaries

  • Achieved a 55% decrease in repeated submissions or rejections for commercial loan clients.
  • Commercial Lending Assistant skilled in client management.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Consistently provided expert loan processing support and improved synchronization between departments, resulting in an average loan approval time reduction by one year.
  • 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.
  • Collaborated with the collections team to recover 4 delinquent accounts, increasing overall portfolio quality and reducing the number of defaulted loans.
  • Dedicated to learning, growing, and succeeding in Transportation.
  • Commercial Lending Assistant with 14 years of successful process improvement and strategic planning experience.
  • Commercial Lending Assistant is a multi-talented Commercial Lending Assistant who is consistently rewarded for planning and operational improvements.
  • Collaborative and proactive team player.

Accomplishments

  • Contributed to a 57% increase in department efficiency by automating manual loan application reviews with new digital processes.
  • Delivered a 37% increase in productivity by introducing new time-saving workflow tools for loan application processing.
  • Assisted in conducting pre-loan financial analysis, helping secure business worth over $11 for high-value clients.
  • Supported the sales team in identifying cross-sell opportunities, helping to increase overall loan volume by $2 over three years.
  • Optimized credit package processes by working directly with the underwriting team, improving loan approval speed by 26%.
  • Collaborated with team of 16 in the development of program.
  • Facilitated client onboarding for new loan products resulting in 9 successful loans processed in two years with a 81% satisfaction rate.
  • Collaborated with loan officers to process over 3 commercial loan applications, reducing turnaround time by 65% through improved documentation workflows.
  • Led an initiative to improve the accuracy of loan application data, reducing reprocessing requests by 54%.
  • Collaborated with cross-functional teams to execute customer engagement campaigns that resulted in a 43% increase in loan renewals.

Affiliations

  • National Association of Social Workers
  • American Bankers Association (ABA)
  • American Society of Safety Professionals
  • North American Industry Classification System (NAICS) related groups
  • American Marketing Association
  • Rotary International
  • National Association of Government Guaranteed Lenders (NAGGL)
  • Financial Executives International (FEI)
  • Council of Development Finance Agencies (CDFA)
  • Women's Business Enterprise National Council (WBENC)

Certifications

  • Certified Loan Review Officer (CLRO)
  • Certified Business Analysis Professional (CBAP)
  • Loan Documentation Specialist Certification
  • CompTIA A+ Technician
  • Chartered Financial Analyst (CFA)
  • Advanced Commercial Loan Structuring Certificate
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certificate in Lending Compliance from ABA
  • Certified Public Accountant
  • ServSafe

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