Alejandra Solis
Houston,TX
Summary
Dynamic banking professional with 29 years of progressive experience in commercial loans and branch operations supervision. Proven track record in loan closings, documentation review, and internal compliance reporting. Expertise in commercial loan documentation and booking processes, complemented by a deep understanding of control procedures that ensure operational efficiency and regulatory adherence. Proficient in a wide range of banking platforms, including MS Office, AFS, Hogan, TRIO, InfoPath, View Client, FileNet, PRT, DCORR, DEALS Converge, and nCino. Bilingual in English and Spanish, with strong written and verbal communication skills to effectively engage diverse clientele.
Overview
27
27
years of professional experience
Work History
Senior Lending Assistant
Comerica Bank
Houston, Texas
05.2018 - Current
- Assist Senior Vice President and three Relationship Managers in direct lending operations. Supported additional two Relationship Managers as needed. Facilitated communication and coordination among team members
- Submit approval to Loan Closer Department through nCino for initiating Loan Documents and submit executed loan documents for Booking/Boarding purposes to Iron Mountain for retention purposes
- Work on daily overdraft reports, Loan Advances, Loan Payments, Construction Draws and maintain tracking for monthly Self-Audits
- Support the successful closing of loans by preparing accurate and timely loan documentation packages
- Improve customer satisfaction by being primary point of contact with prompt service, addressing inquiries and resolving issues in a timely manner
- Train new staff in my group on operational loan procedures and customer service protocols
- Review and clear outstanding Tax Exceptions, Collateral Exceptions, Insurance Exceptions, Past Due Payments Exceptions, Orphan Report and Covenant Exceptions to ensure all are being managed equally and effectively
- Process research at customers request such as copies of Loan Documents, Checks, Bank Statements, Loan Payment Statements and Year End Principal & Interest Statements
- Engage other Internal Departments on behalf of customer such as Treasury Management, Merchant Services and ITS for Letters of Credit
- Remain current with training on systems updates, products, and regulations
Loan Closer
Wallis State Bank
Houston, Texas
01.2018 - 05.2018
- Provided SBA and Conventional loan closing and booking services to 5 Lenders in Texas
- Managed loan closing group workflow and assignment of deals to individual Loan Closers
- Verified collateral documentation to ensure compliance with internal loan approval. Typical documents included loan and security agreements, real property titles, deeds of trust, appraisals, environmental reports, surveys, background investigations, flood insurance, good standing certificates, UCC filings and loan documents prepared by outside Council
- Processed and booked loan renewals and extensions
Business Banking Loan Closing Specialist
Comerica Bank
Houston, Texas
05.2005 - 10.2017
- Provided loan closing and booking services for 61 Lenders in Texas, Florida, and Arizona
- Managed loan closing group workflow and assignment of deals to individual Loan Closers
- Verified collateral documentation to ensure compliance with internal loan approval. Typical documents included loan and security agreements, real property titles, deeds of trust, appraisals, environmental reports, surveys, background investigations, flood insurance, good standing certificates, and UCC filings
- Coordinated with third party vendors in requesting and obtaining required due diligence such as Appraisal Reports, Environmental Reports, Survey, and Title Commitment from Title Companies
- Identified and cleared documentation exceptions in coordination with lending officers
- Processed and monitored booking of loan renewals and extensions
- Provided training to Loan Closers, Lending Assistants, and Credit Specialists /Analysts
Personal Banker
Comerica Bank
01.2004 - 05.2005
- Facilitated client engagement and provided assistance as a customer-facing branch representative.
- Supported clients in navigating loan and deposit transactions to enhance financial decision-making.
- Oversaw accurate completion of new account documents while ensuring adherence to Comerica internal policies.
- Managed cash control wire processing to maintain financial integrity and facilitate daily transaction booking.
Supervisor / Teller
Comerica Bank
08.1999 - 01.2004
- Managed branch teller staff and vault. Conducted monthly audits
- Trained employees in branch procedures and company policies
- Prepared and issued work schedules, project deadlines and duty assignments
- Ensured compliance with BSA /AML policies and procedures
- Monitored and reviewed banking center security procedures, and controlled access to vault and teller cash drawers
- Promoted the bank's products and services by consistent cross-selling
Education
Diploma -
Sam Houston High School
01-1993
Certificate - Teller Training I & II
Houston Community College
Houston, Texas01-1993
Skills
- Notary
- Teamwork and collaboration
- Customer service
- Problem-solving abilities
- Multitasking Abilities
- Documentation review
Timeline
Senior Lending Assistant
Comerica Bank
05.2018 - Current
Loan Closer
Wallis State Bank
01.2018 - 05.2018
Business Banking Loan Closing Specialist
Comerica Bank
05.2005 - 10.2017
Personal Banker
Comerica Bank
01.2004 - 05.2005
Supervisor / Teller
Comerica Bank
08.1999 - 01.2004
Certificate - Teller Training I & II
Houston Community College
Diploma -
Sam Houston High School