ELIZABETH M. HENRY
Wilmington,DE
Summary
Multi-tasking Team Leader well-known for executing successful, new documentation initiatives. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success.
Overview
16
16
years of professional experience
Work History
Small Business Loan Documentation Team Lead
WSFS Bank
01.2023 - Current
- Trained new team members by relaying information on company procedures, business line processes and compliance requirements.
- Promoted a positive work environment by fostering teamwork and open communication.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in processes necessary to complete job tasks.
- Held bi-weekly team meetings to inform team members on department updates.
- Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
- Implemented process improvements that led to reduced turnaround times for critical tasks without compromising quality.
Small Business Loan Documentation Specialist II
WSFS Bank
07.2014 - 12.2022
- Manage, review and validate required documents for Borrowers and Guarantors to prepare for loan closings
- Order and review due diligence required for loan closings including Good Standings, OFACs, Property Searches, Flood Searches, and UCC Searches
- Preparation of closing checklists
- Perform review of various insurance polices for collateral including Title, Hazard, Flood, Vehicle and Liability
- Review corporate documents for Borrowers such as Bylaws, Resolutions, Operating Agreements, and Partnership Agreements
- Provide support to both portfolio managers and lenders with preparation for loan closings
- Document Small Business Loans within 72 hours of closing
- Document loan modifications within 72 hours of closing
- Assist in hiring of new operations associates
- Support and train new Small Business Loan Documentation Associates
- Manage the overall workflow for myself as well as other members of the documentation team
- Complete yearly compliance testing to maintain knowledge of procedural requirements to minimize risk to the bank
- Provide support to the Quality Control Team.
Paralegal - Federal Courts
Young Conaway Stargatt & Taylor, LLP
12.2013 - 07.2014
- Prepare and file pleadings in District Court
- Manage case calendars
- Maintain dockets for various patent cases
- Responsible for daily docket retrieval and distribution to co-counsel
- Research new patent cases filed in District Court and provide attorneys with relevant information
- Assist attorneys with various projects related to current cases.
Litigation Assistant - Federal Courts
Young Conaway Stargatt & Taylor, LLP
10.2011 - 12.2013
- Download pleadings and maintain multiple dockets
- Manage various case calendars
- Provide daily correspondence to in house attorneys as well as co-counsel
- Assist paralegals with work overflow
- Prepare hearing binders.
Litigation Assistant - Bankruptcy
Young Conaway Stargatt & Taylor, LLP
06.2009 - 10.2011
- Manage dockets and provide daily correspondence to in house attorneys as well as co-counsel
- Provide service to counsel
- Draft and file affidavits of service
- Assist paralegals with work overflow
- Prepare binders for hearings
- Experience in redaction of documents
- Schedule court calls.
Litigation Support Clerk - Commercial Litigation
Young Conaway Stargatt & Taylor, LLP
06.2008 - 06.2009
- Maintain and organize documents and files
- Provide support to attorney and legal assistant
- E-file various documents with the Superior Court using Lexis
- Responsible for case management using New Track and Time Matters
- Responsible for the mailing of notices to lienholders and tenants
- Communicate with client and defendants.
Education
B.A. in Criminal Justice -
University of Delaware
Newark, DEParalegal Certification -
Delaware Technical & Community College
Newark, DESkills
- Proficient with Microsoft programs, LaserPro, nCino, and IBS Insight
- Ability to work in a collaborative atmosphere
- Effective written, verbal, typing, and phone communications abilities
- Strong work ethic and exceptional customer service skills
- Highly organized and demonstrate valuable time management skills
Timeline
Small Business Loan Documentation Team Lead
WSFS Bank
01.2023 - Current
Small Business Loan Documentation Specialist II
WSFS Bank
07.2014 - 12.2022
Paralegal - Federal Courts
Young Conaway Stargatt & Taylor, LLP
12.2013 - 07.2014
Litigation Assistant - Federal Courts
Young Conaway Stargatt & Taylor, LLP
10.2011 - 12.2013
Litigation Assistant - Bankruptcy
Young Conaway Stargatt & Taylor, LLP
06.2009 - 10.2011
Litigation Support Clerk - Commercial Litigation
Young Conaway Stargatt & Taylor, LLP
06.2008 - 06.2009
B.A. in Criminal Justice -
University of Delaware
Paralegal Certification -
Delaware Technical & Community College
Similar Profiles
Teri HawkesTeri Hawkes
Private Banking Portfolio Administrator at WSFS BankPrivate Banking Portfolio Administrator at WSFS Bank
Alexis HartmanAlexis Hartman
Commercial Relationship Specialist II at WSFS BankCommercial Relationship Specialist II at WSFS Bank
Emily BarlowEmily Barlow
Customer Service Representative at WSFS BankCustomer Service Representative at WSFS Bank