Adelina Uy
Reno,NV
Summary
Adept at navigating complex loan processes, I significantly enhanced loan funding efficiency at US Bank by leveraging my expertise in Ncino and SalesForce, and fostering robust customer relationships. My proactive support and adept communication skills led to streamlined operations and heightened customer satisfaction, marking me as a pivotal asset in business banking support.
Overview
19
19
years of professional experience
Work History
Business Banking Support Specialist
US BANK - AZ/NV BUSINESS BANKING
02.2024 - Current
- I was assigned to the Las Vegas Team due to heavy Loan Volume and they needed help and I have the most experience.
- Supported 3 Business Banking Officers located in Las Vegas with loan conditions, loan closing and Loan Funding.
- Proficient in wiring loan funds as well as business customer requested outgoing wire
- Work with Title Companies
- Acted as a liaison between clients and Business Banking Officers, ensuring timely communication and response.
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Proficient with Ncino, Saleforce, Filenet, CLW, Hogan, AFS, Fusion, AA&B eform, Intake form, SharePoint, Online Maintenance
- Proficient in Rate Lock, FTP reports, Prepayment penalty options
- Ordered appraisal report, CER, Red Sky and completed Internet disaster
- Open new Business checking and Money Market accounts
- Open new Business checking and Money Market accounts for non-profit and special requirement customers
- Set up Virtual room to verify and sign up customers for new accounts. Sent customer link to upload confidential information. Sent customers forms for them to sign and return.
- Proficient in account maintenance like Online Maintenance, Adding signers to accounts, Removing signers, change of address, stop payment, order debit cards, order checks. pulling bank statements etc
- Proficient in AA&B e-forms request like special interest rates, waive analysis fees etc
- Closed C&I, D&I, construction loans
- Responded to customer inquiries
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams.
- Processed transactions accurately while maintaining a high level of customer service.
- Assisted customers with prompt and polite support in-person and via telephone.
- Participated in ongoing training to stay updated and current
Business Banking Support Specialist
US BANK - AZ/NV Business Banking
05.2022 - 02.2024
- Supported 3 Business Banking Officers located in Arizona with loan conditions, loan closing and Loan Funding.
- Proficient in wiring loan funds as well as business customer requested outgoing wire
- Work with Title Companies
- Acted as a liaison between clients and Business Banking Officers, ensuring timely communication and response.
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Proficient with Ncino, Saleforce, Filenet, CLW, Hogan, AFS, Fusion, AA&B eform, Intake form, SharePoint, Online Maintenance
- Proficient in Rate Lock, FTP reports, Prepayment penalty options
- Ordered appraisal report, CER, Red Sky and completed Internet disaster
- Open new Business checking and Money Market accounts
- Open new Business checking and Money Market accounts for non-profit and special requirement customers
- Set up Virtual room to verify and sign up customers for new accounts. Sent customer link to upload confidential information. Sent customers forms for them to sign and return.
- Proficient in account maintenance like Online Maintenance, Adding signers to accounts, Removing signers, change of address, stop payment, order debit cards, order checks. pulling bank statements etc
- Proficient in AA&B e-forms request like special interest rates, waive analysis fees etc
- Closed C&I, D&I, construction loans
- Responded to customer inquiries
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams.
- Processed transactions accurately while maintaining a high level of customer service.
- Assisted customers with prompt and polite support in-person and via telephone.
- Participated in ongoing training to stay updated and current
Commercial Client Representative
US Bank -NV Community Banking
04.2005 - 04.2022
- Supported 5 Business Banking Officers in loan conditions, loan closing and Loan Funding.
- Work with Title Companies
- Acted as a liaison between clients and Business Banking Officers, ensuring timely communication and response.
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Proficient with Ncino, Saleforce, Filenet, CLW, Hogan, AFS, Fusion, AA&B eform, Intake form, SharePoint, Online Maintenance
- Proficient in Rate Lock, FTP reports, Prepayment penalty options
- Ordered appraisal report, CER, Red Sky and completed Internet disaster
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams.
- Processed transactions accurately while maintaining a high level of customer service.
- Assisted customers with prompt and polite support in-person and via telephone.
- Participated in ongoing training to stay updated and current
Education
Bachelor of Science - Marketing
College of The Holy Spirit
Philippines03.1987
High School Diploma -
St Stephens High School
Philippines03.1983
Skills
C&I and D&I Loan Conditions, Closing and Funding
Work with Title Company
WEBKYC, KYC
Ncino, SalesForce, ClW, Rate Lock, Appraisal, CER, Red Sky, Internet disaster
Understand the Environmental Questionnaire and Environmental Property Inspection
Upload Docs in Doc Man
Remote Support
Support Services
Communicates with customers
Customer Relationship Management
Compliance
Additional Information
I have been commented by my Sales Manager for being diligent in my work. I have minimal Loan exceptions coz I read thru the Loan Documents carefully and have knowledge & experience. Same thing with opening account. I have very few Bsarts (exceptions). I'm pretty new with account opening but got that down pretty quick. I am dedicated and loyal employee as you can see in my years of service. I believe customer comes first. I am located in Reno, NV but had remotely supported Arizona and Las Vegas team. I believe I will be an asset to your team. I am ready for an interview.
Languages
English
Native or Bilingual
Tagalog
Native or Bilingual
Chinese
Native or Bilingual
Timeline
Business Banking Support Specialist
US BANK - AZ/NV BUSINESS BANKING
02.2024 - Current
Business Banking Support Specialist
US BANK - AZ/NV Business Banking
05.2022 - 02.2024
Commercial Client Representative
US Bank -NV Community Banking
04.2005 - 04.2022
Bachelor of Science - Marketing
College of The Holy Spirit
High School Diploma -
St Stephens High School
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