Ashley Craig
Loudon,TN
Summary
Results-driven banking professional with extensive experience in lending, compliance, and customer-facing roles. Skilled in portfolio management, loan processing, and regulatory compliance, with a proven ability to build strong relationships, and deliver solutions efficiently. Experienced in leveraging CRM systems, AI tools, and collaboration platforms to maintain productivity, meet SLAs, and provide seamless client service.
Overview
14
14
years of professional experience
Work History
Senior VP/ Branch Manager/Loan Servicing Specialist
Truist Bank
01.2014 - Current
- Managed a portfolio of commercial and retail clients, providing tailored lending solutions while ensuring compliance with KYC/AML regulations.
- Processed loan applications from organization to funding, consistently meeting SLA deadlines with high accuracy.
- Utilized Salesforce and other CRM platforms to track client interactions, monitor account activity, and identify growth opportunities.
- Collaborated remotely with cross-functional teams to implement cash management and treasury solutions, increasing client satisfaction and retention.
- Supported a high volume of client accounts and applied problem-solving skills to resolve escalated issues.
- Built strong relationships through clear communication, proactive follow-ups, and tailored financial advice.
- Recruited, hired, trained, and mentored a full branch staff, ensuring smooth onboarding and adherence to company standards.
Customer Service Representative
United Community Bank
10.2011 - 01.2014
- Oversaw account openings and modifications while ensuring effective cash handling in vault.
- Secured adequate ATM cash supplies through careful ordering.
- Processed loan payments accurately with appropriate coding practices.
Skills
Banking and Finance:
- Loan origination, processing, and closing
- Portfolio management and account servicing
- Cash management solutions and treasury services
- Retail and commercial banking operations
Compliance and Risk:
- KYC & AML procedures
- Regulatory compliance and reporting
- Risk assessment and fraud prevention
Client Management:
- Client relationship management and retention
- SLA-driven support and issue resolution
- Financial advisory and consultation
Technology:
- CRM systems
- Zendesk/Service Desk
- AI tools
- Remote collaboration
- Excel and data analysis
Soft Skills:
- Communication and interpersonal skills
- Problem-solving and quick decision-making
- Time management and prioritization
- Adaptability and quick learning
- Talent recruiting & training
- NMLS Certified
Accomplishments
- Increased deposits by 20% by providing tailored solutions in last 6 months
- Successfully trained and onboarded new hires improving team SLA compliance.
- Improved client satisfaction scores and kept above 95% 5 years in a row.
- Streamlined reporting workflows- saving hours each week
- NMLS Certified
Timeline
Senior VP/ Branch Manager/Loan Servicing Specialist
Truist Bank
01.2014 - Current
Customer Service Representative
United Community Bank
10.2011 - 01.2014