Dedicated professional with over 20 years of experience in the financial services industry, specifically in branch management, customer service and loan operations.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once. Effective at prioritizing tasks and meeting deadlines.
Overview
24
24
years of professional experience
Work History
Loan Quality Specialist
Johnson Financial Group
11.2024 - Current
Collaborated cross-functionally with underwriting, credit risk management, and sales teams to expedite the loan process.
Ensure all internally prepared leases, modifications and renewals for all consumer and commercial loans are properly documented prior to closing and sent to relationship manager.
Review title reports, UCC searches and other collateral to ensure acceptable to bank standards.
File and image loan ensuring receipt of all documents. Ensure bank has all collateral recorded and insured.
Loan Documentation Specialist
Johnson Financial Group
02.2020 - 11.2024
Ensures Consumer and Commercial Loans including modifications, subordinations and renewals are documented according to Bank Policy and Federal Regulation.
Expedited loan closing process by maintaining clear communication channels between borrowers, lenders, and underwriters.
Customer Support Specialist
Johnson Financial Group
09.2016 - 02.2020
Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
Assists customers and team with the consumer suite of services including but not limited to enrollments, bill pay and Zelle service requests, password reset, account unlocks, personal financial management, external transfers, related account maintenance, issue resolution, and appropriate customer follow up.
Personal Banking Officer
JP Morgan Chase Bank NA
01.2016 - 09.2016
Series 6, 63 and Life Insurance licensed Personal Banking Officer. Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities. Consistently met all sales and branch operational goals.
Branch Sales and Service Manager
US Bank
11.2009 - 01.2016
Pass all yearly compliance/operational audits and met quarterly campaign deposit and loan goals.
Developed a high-performing sales team through effective coaching, mentoring, and performance management.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Coordinated calls to prospective and existing business customers, acceptance of small business loan applications and referrals to other product specialists.
Assistant Vice President and Branch Manager
Tri City National Bank F/k/a Bank of Elmwood
04.2001 - 08.2009
Managed a staff of branch team members including tellers, personal bankers and call center. Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Maintained involvement in community events to foster and promote favorable bank relations.
Organized events to showcase company products, generate leads, and foster relationships. Creating sales fliers and ordering giveaway items to promote the bank both in traditional branch and in store branch.