Chris Bourque
Broussard,LA
Summary
Collaborative Commercial Loan Officer with extensive experience assisting clients with each step of complex lending process. Highly productive officer, closing more than 60 loans each year and successfully managing portfolios exceeding $10,000,000. Detailed supporter of client objectives and options based on unique circumstances. Accomplished loan processing professional knowledgeable about current market trends, application fees and review processes. Systematic and organized with a strong attention to detail and good multitasking, prioritization and problem-solving skills. Focused on meeting and exceeding customer expectations at every turn, operating with a forward-thinking approach and maximizing customer satisfaction with a hands-on style. Proficient in minimizing risk, maintaining compliance and working within established bank guidelines for loan feasibility.
Overview
14
14
years of professional experience
Work History
Professional Tax Preparer
Jackson Hewitt
New Iberia, LA
01.2014 - Current
- Greeted clients and collected necessary documents to prepare tax returns.
- Organized, reviewed, and analyzed client financial records for accuracy.
- Calculated taxable income or losses based on income statements, expense reports, and other financial documents.
- Prepared federal, state, and local tax returns with attention to detail and accuracy.
- Submitted completed tax forms electronically using professional software programs.
- Advised clients of the best strategies to reduce their tax liability while adhering to regulations.
- Identified potential deductions or credits that could significantly lower taxes owed by clients.
- Assisted clients with special projects related to filing multiple year's taxes at one time.
- Maintained knowledge of changes in the industry through continuing education courses.
- Explained complex topics such as depreciation methods or capital gains calculations in simple terms.
- Responded promptly to inquiries from clients regarding their tax preparation status.
Commercial Loan Offficer
Gulf Coast Bank
Youngsville, LA
07.2010 - 03.2024
- Analyzed financial data and credit reports to evaluate creditworthiness of loan applicants.
- Developed relationships with businesses and offered customized lending solutions.
- Negotiated terms, interest rates, repayment plans and other elements of commercial loans.
- Prepared loan applications, including gathering documentation from borrowers.
- Determined the appropriate risk rating for each loan application.
- Monitored loan portfolios for compliance with regulations and internal policies.
- Provided guidance to customers on financial matters related to their business operations.
Education
Associate of Science - General Studies
University of Lafayette At Lafayette
Lafayette05-1980
Associate of Science - Accounting
Spencer Business College
Lafayette, OR12-1976
Skills
- Reviewing credit information
- Underwriting expertise
- Cash Flow analysis
- Checking applications
Affiliations
- A member of the Kiwanis Club for over 30 years
- A member of Sacred Heart of Jesus in Broussard
Timeline
Professional Tax Preparer
Jackson Hewitt
01.2014 - Current
Commercial Loan Offficer
Gulf Coast Bank
07.2010 - 03.2024
Associate of Science - General Studies
University of Lafayette At Lafayette
Associate of Science - Accounting
Spencer Business College
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