AMANDA BLAIR PORTWOOD
Milledgeville,GA
Summary
Multi-tasking professional with strong communication and organizational skills. Expertise in managing lending processes, loan processing, and customer service. Proven ability to thrive under pressure while handling multiple tasks efficiently. Eager to embrace challenges and take on new responsibilities as needed.
Overview
24
24
years of professional experience
Work History
Branch Manager/Lender
Magnolia State Bank
Milledgeville GA
10.2018 - Current
- Executed opening and closing procedures to ensure operational integrity.
- Achieved or surpassed individual and branch performance goals consistently.
- Prepared closing packages for underwriter approval, streamlining loan processing.
- Underwrote and approved in-house loans up to $100,000.
- Developed and implemented strategic plans to enhance customer service and satisfaction.
- Mentored staff, fostering professional development and improving team performance.
Branch Manager/Loan Processor
Magnolia State Bank
Milledgeville GA
02.2017 - 10.2018
- Oversaw daily branch operations to ensure efficiency and compliance.
- Prepared, compiled, and reviewed consumer and commercial loan documents.
- Reviewed appraisals and title work for subject properties.
- Recorded legal documents in support of loan processing.
- Directed branch operations to ensure compliance with banking regulations and policies.
- Streamlined daily processes to improve operational efficiency and service delivery standards.
Branch Manager
SunTrust Bank
Milledgeville GA
03.2016 - 02.2017
- Led team of 8 to achieve referrals and teller client goals through effective coaching.
- Exceeded individual and branch sales goals consistently through strategic planning.
- Facilitated discussions and processed loan requests efficiently.
- Directed branch operations, enhancing productivity and customer service standards.
- Mentored staff in sales strategies, fostering a high-performance culture.
Teller Coordinator/Service Manager
SunTrust Bank
Milledgeville GA
12.2012 - 03.2016
- Coached five teammates to secure referrals and strengthen client relationships.
- Ensured all team members adhered to operational performance guidelines.
- Drove service and sales results through strategic team leadership.
- Maintained operational continuity by leading team in absence of branch manager.
- Mentored peers in Middle Georgia market, enhancing professional skill sets.
- Managed teller cash drawer and main vault for accurate transaction processing.
Assistant Branch Manager, Licensed Insurance Agent
SunTrust Bank
Milledgeville GA
12.2011 - 12.2012
- Executed opening and closing procedures to ensure operational efficiency.
- Drove service and sales through effective leadership strategies.
- Performed basic teller transactions to assist clients promptly.
- Ensured team awareness and compliance with operational performance guidelines.
- Focused on achieving individual and team sales targets.
- Exceeded individual and branch sales goals consistently.
- Maintained high standards of service excellence.
- Held Georgia Life Insurance Agent license.
Financial Service Representative, Licensed Insurance Agent
SunTrust Bank
Milledgeville GA
12.2007 - 12.2011
- Opened new accounts to expand customer base.
- Discussed and processed loan requests efficiently.
- Achieved monthly sales goals consistently through targeted strategies.
Mortgage Loan Processor
FIRST CHOICE FINANCIAL
Milledgeville GA
02.2006 - 05.2008
- Customer service
- Mortgage loan processor
- Fully responsible for pre-approvals of mortgage applications from local realtors and community banks statewide, rate quotes, ordering appraisals and title work, preparing closing package for underwriter approval; average fifteen (15) closings per month; every file closely monitored according to lending laws as governed by the State of Georgia.
Customer Service Representative
LENDMARK FINANCIAL
Milledgeville GA
08.2002 - 02.2006
- Customer service
- Cashier
- Loan Processor
- Fully responsible for mortgage loans—beginning with application, quotes, collecting customer’s personal information, ordering appraisals and title work, preparing closing package for underwriter approval, and ending with follow-up; average five (5) closings per month
- Personal and car loans—beginning with application, data input, closing of loan, and ending with recording of title or UCC; average thirty (30) loans per month
- Collections on 340 accounts per month
- Compliance with lending laws as governed by the State of Georgia
Education
High School -
Baldwin High School
01.2000
Skills
- Microsoft Office proficiency
- Branch operations
- Customer relationship management
- Loan processing
- Mortgage underwriting
- Staff training
- Clerical practices knowledge
- Office equipment operation
- Typing expertise
- Phone etiquette
- Organizational skills
- Time management abilities
Community Service
- Leadership Baldwin/Chamber of Commerce, Class of 2020
- Chamber of Commerce Ambassador for SunTrust, 2010-2015
- Relay for Life, Annually
References
References available upon request.
Timeline
Branch Manager/Lender
Magnolia State Bank
10.2018 - Current
Branch Manager/Loan Processor
Magnolia State Bank
02.2017 - 10.2018
Branch Manager
SunTrust Bank
03.2016 - 02.2017
Teller Coordinator/Service Manager
SunTrust Bank
12.2012 - 03.2016
Assistant Branch Manager, Licensed Insurance Agent
SunTrust Bank
12.2011 - 12.2012
Financial Service Representative, Licensed Insurance Agent
SunTrust Bank
12.2007 - 12.2011
Mortgage Loan Processor
FIRST CHOICE FINANCIAL
02.2006 - 05.2008
Customer Service Representative
LENDMARK FINANCIAL
08.2002 - 02.2006
High School -
Baldwin High School