Chris Bartley
Summary
Professional with strong background in loan management and customer service. Skilled in financial analysis, risk assessment, and regulatory compliance. Known for effective team collaboration and adaptability to changing needs. Consistently delivers results by leveraging problem-solving skills and attention to detail.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Loan Specialist (Contract)
Block Inc
02.2021 - 12.2024
- Handled sellers accounts and questions regarding Payroll Protection Program (PPP) Loans and Loan Forgiveness process while complying with SBA Regulations.
- Examined customer loan applications for loan approvals and denials.
- Trained new employees on proper work procedures and policies
- Improved loan application processing by streamlining documentation and verification procedures.
- Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
Leasing Specialist (Contract)
U.S. Bank
11.2019 - 12.2020
- Promoted after eight months to the role of Funder after exceeding company’s goals
- Ensured all conditions are met or proper approval to waive is obtained
- Accessed company’s financial records to determine extension eligibility at the onset of the pandemic
- Prepare electronic bookings and wire transfers for vendors and clients
- Maintain post work and other administrative duties as requested
- Willingness to learn new material and applications, to pivot when necessary to meet the growing industries demands
Admin/Data Entry Specialist (Contract)
Aerotek
04.2019 - 09.2019
- Logged and filed 1,000+ incoming vehicle titles received from the DMV & Tesla per month
- Shipped lease maturity and buyout titles to Tesla or directly to customers as requested using Jira
Data Processor (Contract)
PGE
07.2018 - 02.2019
- Assisted IT department with Oracle and Itim cleanup for the 2019 system integration project
- Allocating terminated employees' access to active employees
- Purged outdated servers & revoked terminated employee access
Data Entry Specialist (Contract)
AppleOne
08.2017 - 02.2018
- Data entry specialist for Coldwell Banker
- Assist with closing real estate transitions by categorizing data submitted by sales agents
- Became the second fastest processor at my location
Customer Service Advocate (Contract)
OfficeTeam
08.2016 - 08.2017
- Employment recruiter for Advantage Sales and Marketing
- Interviewed candidates nationwide
- Customer service advocate for Anajet (a Ricoh subsidiary)
Education
High School Diploma -
Stonebridge High School
Ashburn, VASkills
- Microsoft Suite
- Google Workspace
- Problem-solving Abilities
- Excellent Customer Service
- Organizational Skills
- Data Collection
- Records Management
- Proficient in 10-key data entry
- Troubleshooting and research
- Interviewing
Certification
- Training Futures - Manassas, VA
- March, 2015 - September, 2015
- Certificate in Administrative Support
- Completed a 6-month administrative support training program in a simulated office environment that emphasized professional work standards and skills
- Participated in weekly professional development workshops, including an adaptation of Toastmasters
Timeline
Loan Specialist (Contract)
Block Inc
02.2021 - 12.2024
Leasing Specialist (Contract)
U.S. Bank
11.2019 - 12.2020
Admin/Data Entry Specialist (Contract)
Aerotek
04.2019 - 09.2019
Data Processor (Contract)
PGE
07.2018 - 02.2019
Data Entry Specialist (Contract)
AppleOne
08.2017 - 02.2018
Customer Service Advocate (Contract)
OfficeTeam
08.2016 - 08.2017
High School Diploma -
Stonebridge High School
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