Alicia McInnes
Frisco,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Small Business Loan Advocate III
Capital One
Plano, TX
01.2018 - Current
- Applies job knowledge to ensure financial documentation collected is accurate and complete for a diverse array of complex financial statements.
- Collect photos and other pertinent information for appraisals and environmental reviews.
- Review organizational documents, appraisals, surveys and other third party documents to ensure conformity with bank standards.
- Accurately manage the renewal process to ensure the loan is closed in a timely fashion.
- Coordinate the issuance of letters of credit, including renewals and amendments.
- Interact with underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for closing.
- Mentor new associates and serve as a training resource for less experienced associates in the department.
- Manage a complex workload that includes multipls tasks and conflicting priorities.
Senior Relationship Banker
BB&T Now Truist
Frisco, TX
03.2017 - 01.2018
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Engaged departments in customer satisfaction initiatives to uplift service ratings by 83%.
- Adapted products and services to suit customers' changing financial circumstances.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Continually boosted branch production and revenue 17% by consistently meeting all monthly and quarterly sales goals.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Relationship Banker
Bank Of Arkansas
Fayetteville, AR
04.2016 - 03.2017
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Responded to customer inquiries regarding new accounts and account services.
- Greeted customers and delivered information about new account processes.
Loan Specialist
BB&T Now Truist
Frisco, TX
05.2014 - 04.2016
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Submitted loan applications to underwriter for verification and recommendations.
- Collaborated with other departments to promptly process loan applications.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Education
Bachelor of Science - Animal Science
Colorado State University
Fort Collins, COBachelor of Science - Animal Science
North Eastern Oklahoma A&M
Miami, OKSkills
- Time Management
- Lending Processes
- Loan Documentation
- Strategic Planning
- Process Improvement
- Selfdirected
- Detail Oriented
- Problem Solving
- Training and Development
- ACBS
- Sageworks
- Touchpoint
Accomplishments
- Collaborated with team of 17 in the rollout the Sageworks Platform
- Achieved maximum results through effectively helping construct the Express Renewal Processes.
- Resolved product issue through consumer testing.
Additional Information
Pt
Timeline
Small Business Loan Advocate III
Capital One
01.2018 - Current
Senior Relationship Banker
BB&T Now Truist
03.2017 - 01.2018
Relationship Banker
Bank Of Arkansas
04.2016 - 03.2017
Loan Specialist
BB&T Now Truist
05.2014 - 04.2016
Bachelor of Science - Animal Science
Colorado State University
Bachelor of Science - Animal Science
North Eastern Oklahoma A&M