Seeking a challenging and rewarding career; Performing with excellence in all endeavors. Highly dependable, ambitious, organized, proactive and a self-motivated team player driven to succeed
Overview
1
1
Certification
11
11
years of professional experience
Work History
Credit Management Associate
TD Bank NA
Greenville
01.2024 - Current
Analyze financial statements to ensure underwriter has all requested documents for underwriting
Pull credit report and review for red flags to prepare for management signature.
Conduct research and compile data for senior management to support decision-making processes.
Closing Specialist
TD Bank
Greenville, SC
09.2022 - 01.2024
Reviewed loan documents for accuracy and completeness according to company policies.
Prepared closing packages that included all relevant documents.
Served as a resource to Loan Officers, Processors, and Underwriters regarding closing process.
Confirm accurate fundings, lien payoffs and final mortgage recordings by collaborating with loan officers and attorneys.
Filing Collateral on business assets including historical filings, tying in filings and updating recon reports for accuracy completion and expiration dates.
Small Business Banking Specialist
TD Bank
Greenville, SC
01.2021 - 09.2022
Provide tailored solutions, and advice on different bank products including lending, credit cards, invoicing options, and more to meet individual banking needs
Provides technical expertise and problem solving resolutions to all business clients
Exceeds sales goals in Merchant Solutions, and offering multiple products on consistent basis
Assists in New Hire training, and mentoring junior banking staff to maximize performance, efficiency and compliance
Stretch assignment supporting Resource Officer Que answering questions, performing fee overrides, and taking Supervisor Escalation Calls
Lead team meetings/ huddles in absence of Manager
2nd, 3rd, and 4th Quarter Rising Star Award Winner
Top 10 Merchant Solutions Results Recipient
Banking Specialist
TD Bank
Greenville, SC
03.2018 - 01.2021
Performed Extensive banking investigations to determine balances checking account information statement copies and tracking payments from the customers account.
Educating TD Bank customers on accessing their account on mobile and banking sites. Advising members on opening savings and checking accounts.
Demonstrated leadership abilities in absence of manager by monitoring and aiding fellow associates.
Attended NPG launch. Granted the opportunity to work on stretch assignment for technical support and Small Business Banking; Worked closely with leadership in Small Business
Team Ambassador /Floor Support, and New Hire Training for new and existing employees
Given opportunity to be on assignment as Stretch Team Manager for Retail Store employees with supervisor access managing a full team, and performed several tasks including training them, updating/ changing schedules , coaching sessions, and hosting team huddles
2nd Quarter LOE Winner
Marketing Associate/Mentor
RealPage
, SC
10.2015 - 03.2018
Engaged Contact Center Property Consultant handling inbound sales, through customer service maintenance and emails.
Promoted products and services to current and future residents for multiple clients.
Independently and efficiently handled client and resident issues in a timely and effective manner.
Controlled every contact using the technology provided to keep prospect and resident management simple, intuitive, and effective.
Proposed several innovative solutions to address current and future resident needs and expectations.
Education
Some College (No Degree) - Business in Administration Office Technology
Greenville Technical College
Greenville, SC
Skills
Data Collection
File Management
Regulatory Compliance
Application Review
Sales tactics
Bank services
Coordinating team projects
Certification
HIPAA Training Certification
Bloodborne Pathogen Certification
Timeline
Credit Management Associate
TD Bank NA
01.2024 - Current
Closing Specialist
TD Bank
09.2022 - 01.2024
Small Business Banking Specialist
TD Bank
01.2021 - 09.2022
Banking Specialist
TD Bank
03.2018 - 01.2021
Marketing Associate/Mentor
RealPage
10.2015 - 03.2018
Some College (No Degree) - Business in Administration Office Technology
Financial Analyst & Media Management/Outreach Associate at Bohemian PhotographyFinancial Analyst & Media Management/Outreach Associate at Bohemian Photography