Betsy Lamb
Fishers,IN
Summary
Accomplished Sr Commercial Loan Coordinator with a proven track record at Oak Street Funding/First Franchise Capital, adept in data analysis and strategic communication. Excelled in risk assessment, financial analysis, and pipeline management, enhancing operational efficiency and client satisfaction. Skilled in collateral evaluation and regulatory compliance, consistently achieving objectives with precision and confidence.
Overview
15
15
years of professional experience
Work History
Sr Commercial Loan Coordinator
Oak Street Funding/First Franchise Capital
Indianapolis, IN
01.2016 - Current
- Perform Risk assesment, financial analysis, and detailed due diligence for our clients that specialize in insurance, accounting, financing and franchise lines of business.
- Receive, validate and process data and requirements for completeness while supporting client's needs and resolving any operational issues.
- Utilize financial software tools to spread financial statements, evaluate cash flow capacity and evaluate/validate collateral for all new business opportunities and renewals.
- Coordinate and complete due diligence trips that include coordinating third party due diligence teams such as accounting and valuation firms.
- Manage the pipeline, assist in management of workflow and cross train other departments as needed.
- Lead in Process Management to identify and eliminate any issues in our current process to ensure efficiency.
S25 TowerServ
S25 TowerServ
Indianapolis, IN
01.2013 - 11.2015
- Gather all data needed for each construction job from Foreman to complete closeout package.
- Communicate with Construction Managers to validate all construction closeout documentation is complete.
- Manage multiple projects simultaneously and understand project priorities in the context of client expectations coordinating between field managers and clients to analyze project needs ensuring they will fit with resourcing, project objectives and quality standards.
- Payroll, invoicing and accounts receivable duties for all projects.
- Maintain building permits, records and packages.
- Perform quality control on all ongoing projects.
Logistics Coordinator
Wild Sports LLC
Westfield, IN
02.2010 - 12.2012
- Coordinate all routing, labels and documentation for all domestic and international shipments
- Coordinate movement of inventory stock including overseas container deliveries, stock material movement and outgoing warehouse shipments
- Develop positive relationships with freight and external logistics companies, working to expand and diversify shipping options
- Establish shipping standards and guidelines from large contracts to small residential pieces
- Evaluate carriers performance in order to ensure minimal damage and on time deliveries
- Manage customer/carrier relations
- Generate BOL or any other shipping documentation needed
- Responsible for monitoring and supervising the process and procedures between transportation and our clients.
- Communicates with customers to ensure desired logistics, priorities and schedules are met.
Operations and Customer Service Manager
Wild Sports LLC
Westfield, IN
02.2010 - 12.2012
- Oversee work allocation to team members. Create surveys and analyze results to assess internal customer satisfaction levels and opportunities for improvement
- Develop and implement procedures and training tools for customer support associates on troubleshooting, customer service skills, and handling severity issues
- Interact with customers when issues were escalated
- Interact with sales team to make sure we are meeting customer’s needs
- Work with sales and transportation management to resolve customer issues and increase service efficiencies
- Coordinate with IT departments to create a more enhanced automated process
- Develop customer support staff through effective hiring, coaching, evaluative performance feedback and guidance
Education
Business Administration - Event Planning
Indiana University
01.2006
Skills
- Strategic communication
- Data Analysis
- Appraisal review
- Collateral evaluation
- Pipeline management
- Regulatory compliance monitoring
Timeline
Sr Commercial Loan Coordinator
Oak Street Funding/First Franchise Capital
01.2016 - Current
S25 TowerServ
S25 TowerServ
01.2013 - 11.2015
Logistics Coordinator
Wild Sports LLC
02.2010 - 12.2012
Operations and Customer Service Manager
Wild Sports LLC
02.2010 - 12.2012
Business Administration - Event Planning
Indiana University
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