Alison Spencer
Smithfield,UT
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
22
22
years of professional experience
Work History
Volunteer
Sunrise Elementary School PTA
08.2018 - 05.2025
- Used strong interpersonal communication skills to convey information to others.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Communicated with staff members and student's families to stay informed about volunteer opportunities and events.
- Facilitated fundraising activities for the school to raise money for school programs and activities.
- Created and managed reading reward program for students for 5 years. Maintained spreadsheet of students and progress towards awards earned.
- Maintained financial records of organization for 2 years, as Treasurer.
- Applied for and received grants for organization to help families learn about parenting in the digital age.
Associate, Private Lending Services
Goldman Sachs Bank USA
05.2007 - 05.2009
- Developed and managed loan and covenant tracking databases for 200 clients
- Created new and improved existing workflow processes to improve scalability and increase efficiency
- Demonstrated urgency in prioritizing tasks appropriately to ensure that all loans were completed and funded according to client need
- Provided oversight to team members to ensure that processes were being completed in accordance with bank and federal regulations
- Summer Internship Mentor assisted intern with setting goals, completing projects, networking, and training
Underwriter and Loan Assistant, Women’s Financial Group
Zions First National Bank
03.2005 - 04.2007
- Prepared Credit Approval Memos (CAM) which summarized loan request, business plans, cash flow, collateral, and personal wealth
- Directly assisted Lending Managers with client relationships by meeting with clients to answer lending questions and clarify loan documentation
- Created and taught monthly credit policy training to lending managers and loan assistants
Operations Specialist, Loan Operations
Zions First National Bank
07.2003 - 02.2005
- Prepared Commercial Loan Documentation
- Monitored and tracked receipt of loan exceptions, covenants, collateral, and insurance for client loan compliance
- Organized and scanned mortgage files to digital archives
Education
Bachelor of Science - Finance
Utah State University
Logan, UT05.2003
Skills
- Fundraising
- Decision-making
- Event setup
- Project management
- Administrative tasks
- Recordkeeping and confidentiality
- Team collaboration
- Telephone and email etiquette
- Relationship building
- Google suite proficiency
- Clear communication
- Operations support
Timeline
Volunteer
Sunrise Elementary School PTA
08.2018 - 05.2025
Associate, Private Lending Services
Goldman Sachs Bank USA
05.2007 - 05.2009
Underwriter and Loan Assistant, Women’s Financial Group
Zions First National Bank
03.2005 - 04.2007
Operations Specialist, Loan Operations
Zions First National Bank
07.2003 - 02.2005
Bachelor of Science - Finance
Utah State University
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