Ashley Green-Lopez
Cypress,TX
Summary
Experienced Asset-Based Lending professional with over 7 years in collateral analysis, account reconciliation, and risk management. Skilled in optimizing workflows, enforcing compliance standards, and developing solutions to enhance portfolio management. Proficient in interpreting financial statements and managing client relationships to support risk mitigation.
Overview
14
14
years of professional experience
2012
2012
years of post-secondary education
Work History
Collateral Analyst
Amerisource Business Capital
Houston, TX
06.2023 - Current
- Analyzed client collateral and supported portfolio managers by reconciling transaction discrepancies.
- Interpret financial statements to identify trends, potential risks, and inconsistencies.
- Managed and created new solutions to evaluate collateral-specific exposure.
- Developed innovative solutions to assess collateral exposure, enhancing evaluation processes.
- Created Excel templates to streamline workflows and improve operational efficiency.
- Assisted in drafting the Collateral Analyst Handbook, contributing to enhanced team procedures.
- Collaborated with cross-functional teams to streamline processes and improve efficiency.
Underwriter
Amerisource Business Capital
Houston, Texas
04.2021 - 06.2023
- Assisted Credit Officers and Business Development Officers to facilitate client onboarding by verifying loan applications, due diligence, and other lending requirements.
- Verified collateral documentation and completed loan files to secure client accounts.
- Created, monitored, and amended UCC filings, business insurance certificates, property tax compliance and processing titles to proper vendors.
- Monitored clients’ federal and tax compliance, civil cases, and bankruptcy status to ensure all borrowers were in good standing.
- Updated client records for all account modifications, client changes, and re-works.
NOA Desk
Amerisource Business Capital
Houston, Texas
06.2018 - 04.2021
- Tracked and prepared Notice of Assignment (NOA) letters, creating templates and maintaining organized records.
- Communicated with relationship and portfolio managers, providing timely updates on assignment status.
- Supported various departments to ensure smooth operational workflows.
- Developed a comprehensive handbook documenting NOA procedures, enhancing training consistency for team members.
Catering Administrative Assistant
San Luis Resort & Spa
Galveston, TX
01.2016 - 03.2018
- Coordinated catering schedules and events for diverse client needs.
- Communicated with clients to finalize menu selections and dietary requirements.
- Assisted in preparing detailed event proposals and contracts for clients.
- Supported marketing efforts by creating promotional materials for catering services.
- Multitasked effectively to handle administrative, operational and customer issues for multiple upcoming events.
- Performed administrative tasks such as filing documents and answering phones for the Executive office.
- Maintained accurate records of all catering orders and payments.
- Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
Copy and Print Supervisor
Office Depot Inc
Nassau Bay, TX
05.2013 - 01.2016
- Supervised daily operations in copy and print department to ensure optimal performance.
- Trained staff on equipment usage and best practices for enhanced productivity.
- Managed inventory of paper, toner, and supplies to maintain operational efficiency.
- Ensured quality control for all printed products to meet high standards.
- Collaborated with sales team to accurately fulfill customer orders.
- Resolved customer inquiries regarding print services with prompt responses.
- Implemented process improvements that enhanced workflow efficiency.
- Oversaw inventory management, minimizing waste and ensuring availability of materials.
Copy and Print Associate
Office Depot Inc
Nassau Bay, TX
09.2011 - 05.2013
- Assisted customers with print and copy service inquiries and product options.
- Operated printing equipment to produce high-quality documents and materials.
- Collaborated with team members to meet customer deadlines and project requirements.
- Provided training to new associates on equipment usage and service protocols.
- Ensured cleanliness and organization of work area for optimal productivity.
- Handled cash transactions and processed payments accurately at the register.
- Operated printing equipment to produce print jobs with PC, CTP, binding equipment, punching and cutting.
Education
Clear Creek High School
League City, TXSkills
- Microsoft Excel
- Data Analysis & Reporting
- Collateral Analysis & Risk Assessment
- UCC Filings & Collateral Documentation
- Compliance monitoring
- Due diligence & Underwriting Support
- Accounts Receivable Reconciliation
- Compliance Monitoring
- Portfolio Management Support
- Client Relationship Support
- Financial Statement Interpretation
- Workflow Optimization
- Risk Mitigation Strategies
- Credit risk assessment
Timeline
Collateral Analyst
Amerisource Business Capital
06.2023 - Current
Underwriter
Amerisource Business Capital
04.2021 - 06.2023
NOA Desk
Amerisource Business Capital
06.2018 - 04.2021
Catering Administrative Assistant
San Luis Resort & Spa
01.2016 - 03.2018
Copy and Print Supervisor
Office Depot Inc
05.2013 - 01.2016
Copy and Print Associate
Office Depot Inc
09.2011 - 05.2013
Clear Creek High School