Courtney Lendobeja
Palm Bay
Summary
Financial services professional with 19 years of experience in loan operations, SBA servicing, branch management, and client support across both commercial and consumer lending. At TD Bank, I managed SBA 7(a) and SBA Express loan portfolios, ensured compliance with federal guidelines, and worked closely with Portfolio Managers and Workout Officers on servicing and liquidation efforts. Recognized for improving internal processes and nominated for a TD WOW Award for boosting compliance accuracy and efficiency. At Truist Bank, I was selected for the President's Team for exceeding performance goals and contributing to credit reviews. Well-versed in managing documentation, training on compliance standards, and reducing risk while staying aligned with SBA and bank policies. Technically skilled in Salesforce, Etran, Automated Underwriting Systems, Microsoft Office, and advanced spreadsheet tools, with a focus on improving loan servicing and liquidation workflows. Known for mentoring team members, resolving complex client issues, and maintaining strong relationships with customers and colleagues. Also built and ran a successful e-commerce business that generated over $1 million in sales, applying strategic planning and operational know-how to drive growth. This entrepreneurial experience complements a strong foundation in SBA servicing and liquidation support.
Overview
22
22
years of professional experience
Work History
SBA Commercial Loan Operations Rep IV
TD Bank
01.2021 - 07.2025
- Managed pipeline of SBA 7(a) Term, Equity, and Express Loans, ensuring compliance with mortgage processing regulations.
- Streamlined commercial loan processing steps in collaboration with various teams, enhancing efficiency and compliance.
- Trained and mentored lower-level employees, fostering a positive team environment and effective knowledge transfer.
- Nominated for TD Wow Award for exceptional service and support, promoting continuous improvement within the team.
- Successfully managed multiple concurrent projects while maintaining service levels and meeting deadlines.
- Conducted thorough research, reconciliations, and document reviews to ensure transaction accuracy and compliance.
- Resolved complex customer inquiries by analyzing issues, coordinating solutions, and documenting all interactions clearly.
- Utilized Microsoft Office, Salesforce, and document preparation tools to enhance organizational effectiveness.
SBA Loan Officer
Brillient Corp
01.2020 - 01.2021
- Reviewed SBA EIDL Disaster Loans, verifying small business profiles and ensuring compliance with lending regulations.
- Executed risk assessments on loan packages, validating ownership structures to maintain federal compliance standards.
- Processed paperwork efficiently using Microsoft Office Suite and Adobe, supporting timely filing in a paperless environment.
- Coordinated with departments and agencies to collect critical documentation for accurate loan file completion.
- Collected and examined documents such as tax returns and IRS transcripts, facilitating approvals or denials.
- Maintained adherence to institutional policies while evaluating assets and supporting accurate closings.
- Participated in compliance training to enhance understanding of regulatory requirements and best practices.
- Utilized structured checklists for detailed document preparation, improving overall loan processing efficiency.
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, supporting procedure manuals, and ensuring compliance with organizational specifications, using strong organizational skills, filing systems, and word processing proficiency.
- Boosted overall customer satisfaction, resolved complaints and inquiries in a timely and empathetic manner, and ensured customer access to services.
- Managed financial and bookkeeping transactions accurately, maintaining detailed records for accounting purposes, financial statements, and tax returns, while ensuring compliance with regulatory and federal lending requirements, supporting commercial real estate, finance reporting, and business loan documentation accuracy.
- Enhanced accuracy and timeliness of business records by leveraging Excel for financial tracking, Word for writing and policy documentation, Outlook for customer communications, Adobe for packaging design, and CRM platforms for organized client management, compliance training, and quality control monitoring.
Financial Services Representative
Truist Bank (formerly SunTrust)
Indian Harbour Beach
01.2004 - 01.2011
- Developed and maintained strong client relationships by assessing financial needs and recommending tailored banking and investment solutions, contributing to consistent achievement of branch sales goals with professional written communication and business development support.
- Recognized as a President's Team member for consistently surpassing sales and productivity benchmarks while delivering exceptional service, demonstrating strong work ethic, keeping commitments, and strengthening long-term client relationships through effective interpersonal skills and professional development activities.
- Managed the full loan origination and closing process for business, consumer, and home equity accounts, ensuring timely collection of insurance documents, payoffs, credit reports, and fee verification to support accurate underwriting, while keeping borrowers informed throughout each step using structured checklists and adhering to loan closing procedures.
- Performed accounting functions and expedited daily operations through proficient use of Microsoft Office Suite tools, spreadsheet software, and Adobe applications, demonstrating strong computer applications proficiency in paperless workflows with minimal supervision, legal research support, and attention to quality control.
- Mentored and supported new employees by guiding them through financial service procedures and client interaction standards, resulting in faster adaptation and improved service consistency.
Education
Master - Business Administration
Western Governors University
Seattle, United States01.2015
Bachelor - Psychology
University of Central Florida
Orlando, United States01.2012
Skills
- Loan processing and compliance
- Document preparation and quality control
- Risk assessment and problem solving
- Customer relationship management
- Project management and mentorship
- Data reconciliation and financial reporting
- Attention to detail
- Effective communication
- Technical proficiency
- Process improvement
- Mortgage lending and origination
- Banking operations
- Credit assessment
- Payment processing
- Loan servicing
- Document review and underwriting support
- Collateral management
- Application status reviews
- Applicant communication and balance sheet expertise
- Negotiation techniques
- Financial analysis aptitude
- Time management strategies
- Relationship building and management
- Customer service focus
- Cash handling expertise
- Financial transactions management
- Commercial lending strategies
- Financial history documentation
- Portfolio management skills
- Business development initiatives
- Team collaboration
Accomplishments
- President's Team award, Truist Bank, Outstanding customer service and sales performance.
- TD Wow Award, TD Bank, Exceptional service and team support.
Timeline
SBA Commercial Loan Operations Rep IV
TD Bank
01.2021 - 07.2025
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 - Business Administration
Western Governors University
Bachelor - Psychology
University of Central Florida