Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Personal Information
Timeline
Generic

COURTNEY LENDOBEJA

Palm Bay,FL

Summary

Detail-oriented finance and operations specialist with extensive experience supporting loan production, managing high-volume transactions, and ensuring rigorous compliance with regulatory standards. Recognized for analytical skill, precision, and the ability to organize, review, and process complex loan files. Adept at supporting team success, streamlining workflows, and fostering positive relationships with clients, vendors, and colleagues.

Overview

21
21
years of professional experience

Work History

SBA Commercial Loan Operations Rep IV

TD Bank
01.2021 - Current
  • Service a pipeline of SBA 7a loans, ensuring timely and compliant monetary and maintenance processing, with a focus on research, reconciliations, problem resolution, transaction accuracy, customer service, regulatory adherence and complete tasks within department SLA.
  • Review, verify and interpret documents and supporting materials, ensuring all required documentation is present, accurately indexed, and meets approval and note requirements.
  • Provide exceptional service speaking with internal contacts, addressing inquiries, resolving issues efficiently, and documenting all interactions related to loan payments and transactions.
  • Collaborated across departments to identify opportunities for process improvements. providing policy recommendations to supporting improvement.
  • Train, coach, and mentor lower-level employees, supporting a positive team environment and knowledge transfer.
  • Recognized as a TD Wow Award nominee for exceptional service and team support, fostering .continuous improvement by encouraging feedback and innovative ideas from all team members.
  • Managed several projects concurrently while meeting deadlines and conducted processes effectively through effective use of Microsoft Office tools and software applications.

SBA Loan Officer

Brillient Corp
01.2020 - 01.2021
  • Reviewed SBA EIDL Disaster Loans during Covid, contacting customers, verifying businesses through state records, and collecting documents, and examined for approvals or denials
  • Managed loan document submissions, ensuring compliance with changing policies and regulatory standards.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution and maintained SBA regulations to support risk mitigation and confidentiality.
  • Processed paperwork efficiently using various computer programs like Microsoft Office Suite or Google Docs without error or delay.
  • Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.

Online Sales Manager

Hairsay Spalon
01.2011 - 01.2018
  • Created and maintained an online store across multiple e-commerce platforms, developing policies and procedures to support business functions including product feasibility, inventory management, order management, accounting, and customer service.
  • Supported improvements and implemented solutions to enhance operational efficiency and customer satisfaction.
  • Collected, arranged and input data into various computer systems accurately, maintaining organized documentation and supporting process documentation.
  • Boosted overall customer satisfaction, resolving complaints and inquiries in timely and empathetic manner.
  • Managed financial and bookkeeping transactions accurately, maintaining detailed records for accounting purposes.
  • Maximized productivity with proficient use of Microsoft Office Suite for various tasks.

Financial Services Representative

Truist Bank (formerly SunTrust)
01.2004 - 01.2011
  • Built relationships with new and existing customers, recommending financial solutions individually and with team to achieve sales targets and improve overall branch performance.
  • Originated loans, collected income verification and other necessary documents, and completed post credit closing procedures at the branch.
  • President's Team member for exceeding sales and productivity goals, provided excellent customer service and resolving issues quickly to maintain long-term client relationships.
  • Performed accounting functions and expedited daily operations through proficient use of Microsoft Office Suite tools and other department databases.
  • Provided training for new hires, fostering a supportive learning environment conducive to success in their roles.
  • Followed operational procedures to ensure compliance with industry standards and regulations.

Education

Master of Business Administration (MBA) -

Western Governors University
Seattle, Washington
05.2015

Bachelor's Degree - Psychology

University of Central Florida
Orlando, FL
05.2012

Skills

  • Adaptability & Teamwork
  • Computer Skills & Microsoft
  • Effective Time Management
  • Fast Learner & Reliable
  • Ability to Work in a Team
  • Process Documentation
  • Loan Servicing & Operations
  • Analytical & Accounting
  • Mentoring Experience
  • Attention To Detail & Organized
  • Customer Service
  • Problem Solving & Collaboration Skills
  • Operational efficiency & Cost reduction strategies
  • Teamwork and collaboration
  • Communication & Decision-making
  • Adaptability and flexibility
  • Regulatory compliance

Accomplishments

  • President’s Team Award for outstanding client service (Truist/SunTrust)
  • TD Wow Award nominee for high-quality support (TD Bank)
  • Boosted online revenue by $1M+ through process improvements (Hairsay Spalon)
  • Mentored and trained staff, supporting a positive, collaborative team culture

Websites

Personal Information

Title: Loan Operations Specialist

Timeline

SBA Commercial Loan Operations Rep IV

TD Bank
01.2021 - Current

SBA Loan Officer

Brillient Corp
01.2020 - 01.2021

Online Sales Manager

Hairsay Spalon
01.2011 - 01.2018

Financial Services Representative

Truist Bank (formerly SunTrust)
01.2004 - 01.2011

Master of Business Administration (MBA) -

Western Governors University

Bachelor's Degree - Psychology

University of Central Florida