Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing.
Overview
10
10
years of professional experience
Work History
Government Loan Servicing Specialist
Blue Ridge Bank
Richmond, VA
10.2021 - Current
Book SBA/USDA Loans
Handle all participation loan payments
Book loan sales
Set up loan files
Process payments & disbursements
Update loan ticklers
Fund loans
Service participation loans
Business Development Associate
Embrace Home Loans
Richmond, Virginia
09.2020 - 10.2021
Enhanced sales techniques and marketing plans to strengthen business development efforts.
Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
Developed business pipeline using cold and warm techniques.
Took loan applications
Ordered title work & appraisals
Branch Manager/AVP
Essex Bank
Mechanicsville, Virginia
05.2015 - 07.2020
Supervised branch operations and made continuous improvements in each area.
Encouraged employee development and promoted management staff from within.
Represented bank at community events to establish strong ties and promote business.
Upheld stringent bank standards for loans, money handling and legal considerations.
Assistant Branch Manager II
Eastern Virginia Bankshares
Richmond, Virginia
05.2014 - 05.2015
Trained and developed new team members in alignment with branch service standards and objectives.
Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
Small Business Banking Assistant
Eastern Virginia Bankshares
Richmond, Virginia
05.2012 - 05.2014
Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
Managed customer service inquiries and pinpointed and implemented proper path to resolution.
Assisted 4 Small Business Lenders
Gathered due diligence information for loan document preparation, ordered title work appraisals and secured collateral data from lender.
Education
High School Diploma -
Lee-Davis High School
Mechanicsville, Virginia
Skills
Jack Henry/Silverlake Proficient
Empower
Outlook
Microsoft Office
Well versed in all loan documents
Business Development
Timeline
Government Loan Servicing Specialist
Blue Ridge Bank
10.2021 - Current
Business Development Associate
Embrace Home Loans
09.2020 - 10.2021
Branch Manager/AVP
Essex Bank
05.2015 - 07.2020
Assistant Branch Manager II
Eastern Virginia Bankshares
05.2014 - 05.2015
Small Business Banking Assistant
Eastern Virginia Bankshares
05.2012 - 05.2014
High School Diploma -
Lee-Davis High School
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