Barbara Burris
Kannapolis,NC
Summary
Commanding Officer equipped to make critical decisions and maintain order. Decisive in proactively approaching and solving problems for over a decade. Reliable in rising to challenge of position and following through on issues.
Overview
9
9
years of professional experience
Work History
SBA Credit Products Officer 2 & 3 (AVP)
BankUnited
09.2023 - Current
- Underwrite SBA 7(a), Express, and 504 loans.
- Responded promptly to customer inquiries or complaints in a polite manner.
- Provided guidance and training materials to team members on how to effectively complete tasks within established timelines.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Maintained compliance with banking regulations and policies.
- Implemented process improvements to streamline workflows and increase efficiency.
SBA Credit Analyst 4 (AVP)
BankUnited
07.2022 - 07.2023
- Collaborated with relationship managers to gather client information.
- Maintained accurate records of credit decisions and analysis processes.
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Interpreted complex financial data such as balance sheets, cash flow statements and income statements.
Commercial Mortgage Credit Analyst (AVP)
Wells Fargo Corporate and Investment Banking
Charlotte, NC
06.2021 - 07.2022
- Analyzed credit data to evaluate customer financial status and risk.
- Prepared detailed reports on creditworthiness for loan applications.
- Reviewed financial documents for accuracy and compliance with policies.
- Maintained accurate records of all transactions related to credit activities.
Wholesale Loan Admin 2 & 3 (AVP)
Wells Fargo Corporate and Investment Banking
Charlotte, NC
03.2018 - 06.2021
- Facilitated communication between departments to streamline operational processes.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Established and maintained relationships with key banking customers to support business objectives.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Loan Document Specialist 4 & 5
Wells Fargo Business Banking (SBA)
Charlotte, NC
12.2016 - 03.2018
- Coordinated with clients to gather necessary documentation for loan processing.
- Prepared accurate loan closing packages and ensured timely delivery to clients.
- Collaborated with internal teams to resolve document discrepancies effectively.
- Maintained organized electronic files of loan documentation for easy retrieval.
- Communicated with borrowers to explain loan terms and conditions clearly.
- Prepared correspondence relating to specific loans or general inquiries.
Education
Bachelor of Arts - Anthropology and History, American Studies
University of North Carolina at Charlotte
Charlotte, NCSkills
- Financial analysis
- Cash Flow analysis
- Collateral based lending
- Commercial mortgage transactions
- SBA closing
- SBA underwriting
- Moody's Analytics (CreditLens)
- Due diligence
- Credit approval process
- Document management
- Process improvement
Computer Programs
- Microsoft Office
- Sharepoint
- Salesforce
- nCino
- Moody's Analytics (CreditLens)
Timeline
SBA Credit Products Officer 2 & 3 (AVP)
BankUnited
09.2023 - Current
SBA Credit Analyst 4 (AVP)
BankUnited
07.2022 - 07.2023
Commercial Mortgage Credit Analyst (AVP)
Wells Fargo Corporate and Investment Banking
06.2021 - 07.2022
Wholesale Loan Admin 2 & 3 (AVP)
Wells Fargo Corporate and Investment Banking
03.2018 - 06.2021
Loan Document Specialist 4 & 5
Wells Fargo Business Banking (SBA)
12.2016 - 03.2018
Bachelor of Arts - Anthropology and History, American Studies
University of North Carolina at Charlotte