DANIEL GARCIA JR
Midlothian
Summary
US Army combat veteran. Detail-oriented banking professional with extensive experience supporting commercial lending operations, loan documentation, and credit analysis processes. Proven ability to collaborate with loan officers, underwriters, and executive leadership to streamline loan preparation, maintain compliance, and improve operational efficiency. Strong organizational, analytical, and customer service skills with a commitment to accuracy and timely execution.
Overview
7
7
years of professional experience
Work History
SSD Associate Tier 1
Amazon Inc
Dallas
06.2020 - Current
- Processed inbound product for distribution using Warehouse Management System (WMS), ensuring timely and accurate inventory management.
Commercial Loan Coordinator
Credit Union of Texas
Allen
09.2023 - 01.2026
- Assisted Commercial Loan Officers and underwriters in preparing Credit Approval Memos and supporting documentation, facilitating timely loan approvals.
- Supported VP of Commercial Services in preparing operational and portfolio reports for Board of Directors and executive management, enhancing decision-making.
- Manage annual loan review and maturity ticklers, ensuring updated financial information is collected and proper approvals are obtained.
- Tracked and maintained borrower financial reporting requirements and loan covenants, ensuring compliance and mitigating risk.
CRE Document Specialist II and CRE Pre-Approval Specialist /Bank Officer
Prosperity Bank
Dallas
05.2019 - 09.2023
- Prepared internal loan documentation for Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans.
- Reviewed and approved CRE loan packages pre-funding, ensuring compliance with lending guidelines and mitigating risk.
- Collaborated with commercial lenders to structure and document loan transactions accurately, facilitating successful funding.
- Supported lending staff across multiple banking centers by streamlining documentation processes and enhancing communication.
Education
Bachelor of Science - Economics
The University of Texas At Arlington
Arlington, TX01-2018
Skills
- Commercial loan documentation
- Covenant tracking & compliance monitoring
- Credit Memo Approval preparation
- Cross-functional collaboration
- Customer relationship management
- Data management & reporting
- Financial data collection & analysis
- Loan structuring & lending practices
- Strong organizational and problem-solving skills
Languages
Spanish
Native/ Bilingual
Timeline
Commercial Loan Coordinator
Credit Union of Texas
09.2023 - 01.2026
SSD Associate Tier 1
Amazon Inc
06.2020 - Current
CRE Document Specialist II and CRE Pre-Approval Specialist /Bank Officer
Prosperity Bank
05.2019 - 09.2023
Bachelor of Science - Economics
The University of Texas At Arlington