Driven and strategic professional with proven track record in leadership and innovative problem-solving. Demonstrates comprehensive understanding of organizational growth and operational efficiency, leveraging expertise in financial management and team development. Committed to achieving impactful results through forward-thinking strategies and effective collaboration.
While managing the Retail/Consumer Real Estate Insurance Servicing team, I was responsible for those typical team management tasks – calendars, workloads, training, and HR events
Specific to this function, I was able to leverage my experience and background with real estate documentation, title work, ownership, and data integrity to focus on eliminating negative or erroneous client impact; monitoring compliance to flood regulations during the life of the loan; helping support the client retention groups with client complaints/concerns; and partnering with the Core Servicing teams to improve end to end collateral servicing processes as related to real estate insurance requirements, lien perfection and lien releases. Mitigated inefficiencies which saved the institution approximately $1M.
Assistant Vice President, Collateral Risk/Post Closing Business Analyst III
Truist Financial Bank (formerly SunTrust Bank)
05.2021 - 08.2022
Served as a backup for the Consumer Lending Escalation and Resolution Team where it was required to correspond with dozens of clients weekly on Qualified Written Requests/Notices of Errors/Requests For Information, the Escalation Research Management Team which handles all manner of internal escalation issues, as well as the Liquid Collateral Department who validates all manner of documentation as it pertains to accounts secured by CDs, IRAs, Insurance Policies, Savings Accounts, etc.
Bank Operations Officer, Collateral Risk/Post Closing Business Analyst II
Truist Financial Bank (formerly SunTrust Bank)
12.2020 - 05.2021
Tasked with writing and perfecting hundreds of procedures, completing any special projects assigned as well as continuing the role as a workflow manage
Bank Operations Officer, Collateral Risk/Post Closing Systems & Procedures Analyst I
Truist Financial Bank (formerly SunTrust Bank)
10.2020 - 12.2020
Tasked with writing and perfecting hundreds of procedures, completing any special projects assigned as well as continuing the role as a workflow manager
Bank Operations Officer, Collateral Risk/Collateral Release Systems & Procedures Analyst
Truist Financial Bank (formerly SunTrust Bank)
02.2016 - 10.2020
Served as a backup for the Consumer Lending Escalation and Resolution Team where it was required to correspond with dozens of clients weekly on Qualified Written Requests/Notices of Errors/Requests For Information, the Escalation Research Management Team which handles all manner of internal escalation issues, as well as the Liquid Collateral Department who validates all manner of documentation as it pertains to accounts secured by CDs, IRAs, Insurance Policies, Savings Accounts, etc.
Collateral Risk Workflow Coordinator
Truist Financial Bank (formerly SunTrust Bank)
03.2015 - 02.2016
Responsibilities include ensuring all work meets deadlines & levels of service, training of teammates, maintaining & ordering of supplies, handling of escalated issues, writing procedures
Responsible for all training of teammates
Subject matter expert on deed correction/recording issues
Responsibilities include ensuring all work meets deadlines & levels of service, training of teammates, maintaining & ordering of supplies, handling of escalated issues, writing procedures, and performing abstract title searches
Research & Fulfillment/Mail Services Workflow Coordinator
Truist Financial Bank (formerly SunTrust Bank)
08.2010 - 05.2012
Responsibilities include ensuring all work meets deadlines & levels of service, training of teammates, maintaining & ordering of supplies, handling of escalated issues, writing procedures
Research & Fulfillment Specialist
Truist Financial Bank (formerly SunTrust Bank)
02.2008 - 08.2010
Proficient in researching loans & lines of credit in regard to determining correct account set up as well as locating payments, advances, histories, statements, etc
Assisted teammates in training as well as creating procedures utilizing MS Office (Word, Excel, Outlook)
Online Banking Technical Support Specialist
Truist Financial Bank (formerly SunTrust Bank)
02.2007 - 02.2008
Duties include troubleshooting the website as well as the customer's individual internet browser and computer settings
Given the opportunity on multiple occasions to teach the skills involved regarding basic computer knowledge and corporate software, as well as policies, to incoming employees as well as tenured service representatives
Education
Some College (No Degree) - Business Administration And Management