Alexis Hartman
New Holland,PA
Summary
Well qualified loan specialist with 4 years of commercial experience but 8 years of a banking background. Brings outstanding customer service, communication and banking skills. Able to effectively communicate with customers and develop strong business relationships. Skilled in coordinating documentation and data accuracy/security. Looking for a career to achieve and exceed company goals, with proven management abilities and capabilities. Looking to put knowledge and abilities to good use in challenging financial roles!
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Relationship Specialist II
WSFS Bank
Wilmington, DE
10.2021 - Current
- Monitored pipelines to track and log status of loans recently with over 89 in our team pipeline, and 103 in my current pipeline.
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
- Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
- Verified government-backed loans followed strict agency guidelines.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Worked with worldwide vendors like CSC, One Point CIty, Sanctions list, ETC
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Commercial Relationship Specialist
Fulton Bank
Lancaster, PA
10.2018 - 04.2021
- Gathered data from multiple sources, designing and generating management information and reports of various types related to departmental activities and to the Bank overall.
- Prepared and assisted in preparation of commercial banking sales proposals.
- Assist with data input and report generation like collateral and delinquency reports.
- Worked with lenders to ensure accuracy and timely receipt of all information.
- Helped perform variety of duties to help in the loan approval, renewal, documentation and closing and settlement process.
- Prepare Commercial Loan Agreement for new and modified loans for new and existing relationships.
- Communicated with commercial documentation areas, attorneys and other areas of the bank to ensure proper documentation.
- Researched borrower, guarantor and collateral information.
- Requested appraisals, title insurance, property insurance and coordinated the settlement H preparation process.
- Conducted online searches to order supporting information required to properly document commercial loan transactions including, but not limited to flood certifications, State UCC searches, Office of Foreign Assets Control Tracking, etc.
- Retrieved supporting information required to properly document commercial loans using corporate systems.
- Attended loan closings and facilitated document signing when requested Processed releases and satisfaction documents, issuing payoffs and releases for loans including development and construction loans.
- Performed highly skilled administrative functions that support the workflow of the commercial lending office
- Assisted with customer loan advances and payments, answered billing questions and other customer issues in a timely fashion.
Host
Olive Garden
Lancaster, PA
12.2013 - 12.2018
- Greeted all guests with a smile while seating and taking reservations.
- Helped servers with anything that was needed to help business flow.
- Took care of opening and closing host stand throughout shifts.
- Trained new employees.
- Effectively maintained a clean working environment during shift.
- Helped resolve guest problems by remaining positive, friendly and respectful.
New Account Rep
Lancaster Red Rose Credit Union
Lancaster, PA
01.2015 - 10.2018
- Overseen two branches during my time at the credit union.
- Accurately performed teller transactions in accordance with bank policies and procedures.
- Made sure to keep branch in compliance with all regulations and operations.
- Ordered all cash and supplies for both branches.
- Kept accurate records of all cash and daily transactions.
- Assisted in training new tellers and bank staff.
- Opened all new accounts for consumer/business.
- Promoted all bank services and directed customers to the correct department for the services they needed.
- Took care of inquiries and complaints.
- Provided support to all team members.
Dietary Aide
Garden Spot Village
New Holland, PA
02.2011 - 01.2014
- Served specific meals to patients with special dietary needs.
- Helped with meal prep for daily meals, following strict sanitation and food handling guidelines
- Worked closely with team members to update cleaning protocols and increase aide efficiency.
- Set tables before patients arrived to maintain meal plan productivity.
- Stocked food and other supplies for main kitchen and units as needed.
- Operated POS terminals to input orders, split bills and calculate totals.
- Satisfied customers by topping off drinks and anticipating condiments, napkins and other needs.
- Promoted desserts, appetizers and specialty drinks to optimize sales.
- Prepared salads, appetizers and garnishes to assist kitchen staff.
Education
High School Diploma - Statistics Pre
Garden Spot High School
01.2014
Skills
- Research proficiency
- Social media management
- Critical thinking
- Clerical
- Troubleshooting
- Organization
- Analyzing data
- Time management
- Active listening
- Data management
Certification
- Licensed Pennsylvania Notary - January 2023
Timeline
Commercial Relationship Specialist II
WSFS Bank
10.2021 - Current
Commercial Relationship Specialist
Fulton Bank
10.2018 - 04.2021
New Account Rep
Lancaster Red Rose Credit Union
01.2015 - 10.2018
Host
Olive Garden
12.2013 - 12.2018
Dietary Aide
Garden Spot Village
02.2011 - 01.2014
High School Diploma - Statistics Pre
Garden Spot High School
Similar Profiles
Teri HawkesTeri Hawkes
Private Banking Portfolio Administrator at WSFS BankPrivate Banking Portfolio Administrator at WSFS Bank
ELIZABETH M. HENRYELIZABETH M. HENRY
Small Business Loan Documentation Team Lead at WSFS BankSmall Business Loan Documentation Team Lead at WSFS Bank
Emily BarlowEmily Barlow
Customer Service Representative at WSFS BankCustomer Service Representative at WSFS Bank