Hi, I’m
Alycia Lorentz
Cottage Grove,Minnesota
Where you stumble and fall, there you discover the gold.
Joseph Campbell
Summary
Proactive business professional bringing successful 10-year career in financial roles within large and fast-paced corporations. Creative solutions architect with real-time problem-solving flexibility. Communicative and collaborative with proven history of improving business operations to support corporate growth and revenue.
Overview
17
years of professional experience
Work History
Huntington National Bank
Senior Customer Relationship Analyst
08.2015 - Current
Job overview
- Oversees a portfolio of 350+/- commercial finance accounts with credit lines of $25MM+/- each.
- Routinely meets/exceeds 100% of personal metrics and goals in all areas measured, including credit extensions, deficiency collections, compliance, training, and development.
- Consistently achieves collection results, reducing non-earning and delinquency events, with $0/0% recorded losses.
- Improves account management by predicting potential risk and outlining proactive solutions.
- Educate clients on account services and resolve client inquiries
- Foster strong relationships by liaising with customers, internal departments, and manufacturer and distributor partners to fulfill client requests and enhance customer experience.
- Work independently with minimal supervision.
- Contribute to team objectives in fast-paced environment.
- Prioritize tasks and projects to meet tight deadlines.
- Review credit reports, financial statements and customer documentation to verify accuracy and completeness to underwriting files.
- Support underwriting review and acceptance or denial of new or renewal business by providing detailed analysis of existing client performance, collecting documentation needed, and processing underwriting requests.
- Prepare detailed reports to present analysis of client creditworthiness using Transunion, Salesforce, Warehouse Management System, and Tableau.
- Assist with re-negotiations for credit lines or order requests recommended for denial.
- Generate specialized reporting for underperforming accounts, brainstorming and implementing unique account management strategies to reduce risk and improve overall account health.
- Perform duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
First National Bank
Financial Services Representative
11.2013 - 08.2015
Job overview
- Organized and executed branch marketing campaigns
- Routinely reached highest individual and team goals success rate across participating branch locations through marketing campaign performance, up-selling, and increased deposit growth.
- Built and deepened productive relationships with prospective and competitive customers, providing competitive banking solutions and retail financing options to attract and retain business.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained accuracy of customer information in CRM database
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Boosted financial service sales by using cross-selling techniques.
- Maintained client accounts, ensuring compliance with BSA and OCC policies
- Assisted in the coordination and execution of new branch Grand Opening
Lifetouch, Inc.
Independant Contractor
06.2008 - 07.2013
Job overview
- Collaborated closely with clients and Project Manager to better understand entire project scope and meet project needs.
- Implemented changes requested by designers, owners or inspectors to conform to specifications or updated demands.
- Kept projects in line with budget, schedule and client wishes.
- Consulted with customers to assess needs and propose optimal solutions.
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Boosted customer experiences by delivering superior customer service, issue resolution and merchandising.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed, handling challenging situations with ease.
Primarious Promotion/Premier Gallery
Office Assistant
06.2006 - 07.2009
Job overview
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Worked with senior leadership to complete complex projects on time and under-budget.
- Completed multiple tasks simultaneously to optimize project completion according to project schedules and established quality standards.
- Handled administrative duties, filing and errands.
Education
Rasmussen CollegeLake Elmo, MN
Certificate from Medical Insurance Billing
06.2021
Rasmussen CollegeLake Elmo, MN
Bachelor of Science from Business Management
03.2020
University Overview
- Dean's List 2018-2020
Skills
- CRM Software
- Microsoft Office
- File-Sharing Software
- Communication Software
- Customer Account Management
- Persuasive Negotiations
- Relationship-building
- Risk Management
- Data Entry and Maintenance
- Business Strategy
- Financial Management and Reporting
- Leadership
- Issue and Complaint Resolution
- Operational Efficiency
- Customer Relationship Management
- Reports for Senior Management
- Strategic Account Planning
- Verbal and Written Communication
- Customer Service
- Time Management
- Opportunity Identification
- Acquisition and Retention Strategies
- Overcoming Objections
- Teamwork and Collaboration
- Project Management
- Cash Flow and Reconciliation
- Supplier Relations
- Credit Checks and Collections
- Risk Identification
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Senior Customer Relationship Analyst
Huntington National Bank
08.2015 - Current
Financial Services Representative
First National Bank
11.2013 - 08.2015
Independant Contractor
Lifetouch, Inc.
06.2008 - 07.2013
Office Assistant
Primarious Promotion/Premier Gallery
06.2006 - 07.2009
Rasmussen College
Certificate from Medical Insurance Billing
Rasmussen College
Bachelor of Science from Business Management
Similar Profiles
Jeff KimpanJeff Kimpan
Senior Portfolio Underwriter at Huntington National Bank/PNC BankSenior Portfolio Underwriter at Huntington National Bank/PNC Bank
Tyler AckermanTyler Ackerman
Personal Production Assistant at Huntington National BankPersonal Production Assistant at Huntington National Bank
Walter WoodsWalter Woods
Senior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National BankSenior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National Bank
Michael SiehoffMichael Siehoff
Vice President - Portfolio Manager III at Huntington National BankVice President - Portfolio Manager III at Huntington National Bank
Isabelle LahtiIsabelle Lahti
Hockey Edgework Coach at Highway 61 Hockey AcademyHockey Edgework Coach at Highway 61 Hockey Academy