Elizabeth Amos

As an SBA Sales Specialist and Packaging Manager, I lead high-performing teams that support our sales organization and ensure seamless submission of SBA loan packages. With a strong understanding of SBA lending processes and cross-functional coordination, I help drive efficiency and accuracy from origination through submission.

My role bridges the gap between sales strategy and operational execution—empowering our sales group with the tools, structure, and support they need to succeed, while ensuring that our SBA submissions are compliant, complete, and timely.

I’m passionate about building scalable processes, leading teams with clarity and accountability, and helping businesses access the capital they need to grow.

I have experience in obtaining new consumer and business relationships. Handling day to day questions or concerns related to banking needs.

• My responsibilities included:
• Coordinating and managing operations of loan accounts, including but not limited to managing title searches, insurance, and appraisal reports
• Monitoring and following-up on missing/renewing collateral documents
• Reviewing Loan Documents and forward for booking
• Obtaining payoffs
• Customer Account Maintenance and answering their questions or concerns
• Processing and providing Maturing Loan and CD reports for bankers

• As a personal banker I was responsible for
• Acquiring new consumer and small business clients
• Expanding relationships with existing clients and help clients achieve confidence in their financial goals.
• Collection of financial documents for loan closings
• Forwarding them to the underwriting team with continued follow up to ensure required documents have been obtained
• Once all documents are reviewed and the loan is approved for closing, I was responsible for scheduling the closing and ensure all documents are explained and signed appropriately.
• I served as a proactive member of the Retail branch team by being the initial sales and service contact for new and existing clients, both at the sales desk and across the teller line.
• Won KeyBank’s highest recognition award, Signature Circle in 2012, 2017 & 2018. Signature circle, awards the top 4% of each role in sales & performance.

• As a Client Service Manager I was responsible for:
• Supervising and Scheduling 1 full time and 2 part time employees
• Monthly coaching with tellers
• Performing yearly reviews
• Ensuring that my daily, weekly and monthly tasks are complete IE: NSF reports, teller audits & that branch is within compliance and prepared for branch audits
• Coaching tellers to ensure that they are meeting their referral goals

• My responsibilities varied on my position, but included:
• Supervising 3 full and 2 part time tellers
• Sponsor tellers once they have completed self paced training
• Ensuring that tellers meet goals set by branch, ensuring that I meet both my teller and platform sales goals
• Sales leader for Indianapolis area ranked in top 10 out of 1000 plus tellers.
• Assisting customers with transactions
• Assisting customers with opening/closing and maintenance on accounts
• Balancing vault & branch atm.