EVAN JOHNSON
Madison,WI
Summary
Meticulous and analytical lending professional with 9+ years of expertise in assessing loan applications, credit history analysis, portfolio management, and team leadership. Consistently driving operational efficiency and client satisfaction with a proven track record of facilitating all aspects of lending procedures while offering exceptional customer service in compliance with policies. Poised to leverage expertise to foster organizational success and innovation.
Overview
9
9
years of professional experience
Work History
Office Administrator
Slipstream, Inc.
08.2023 - Current
- Acting as the primary point of contact, interact with clients, vendors, partners, guests, and building maintenance, representing the organization's first impression
- Streamlined office operations by overseeing schedules, implementing quality assurance measures, and suggesting procedural enhancements
- Managed communication, financial transactions, registration, record-keeping, and other administrative tasks
- Enhanced accuracy by meticulously proofreading office documents and maintaining precise records
- Showcased strong multitasking skills by handling a variety of responsibilities such as reception duties and ad-hoc administrative assignments
- Applied advanced administrative and analytical skills in overseeing daily operational tasks.
Home Equity Consumer Loan Processor
At Summit Credit Union
08.2022 - 08.2023
- Managed a rotating queue of over 80 HELOC applications, effectively prioritizing tasks to consistently meet monthly deadlines
- Processed 90+ payments monthly, ranging up to $450k each, ensuring accurate and timely delivery via check or electronic wire with 100% precision
- Coordinated effectively with third-party vendors such as appraisers, lawyers, and title companies for seamless transactions
- Collaborated with underwriters and various departments to resolve file problems and bottlenecks, ensuring smooth loan production and underwriting process
- Offered a high-level understanding of products, housing regulations and lending compliance, consistently anticipating client needs, and providing outstanding customer service to high-net-worth clients in all aspects of relationship management
- Reduced loan processing time with effective communication between departments and clients.
Lending Officer
Slipstream, Inc.
08.2020 - 08.2022
- Managed a diverse portfolio of 15-40 rotating loan applications, assessing for compliance with underwriting policies and ensuring timely payments, addressing any delinquencies or issues proactively
- Guided borrowers through complex transactions with ease by clearly explaining all aspects of the lending process
- Conducted thorough financial analyses to identify potential risks and opportunities within clients' portfolios, optimizing their lending experience
- Approve or deny clients' loan applications after thorough inspection
- Elevated client satisfaction ratings by consistently delivering personalized service through transparent communication and camaraderie.
Loan Officer
Heartland Credit Union
03.2019 - 08.2020
- Served as an advocate and patron for the members, recommending loan solutions in accordance with lending guidelines and clients' requirements
- Performed outbound sales calls on a daily basis, consistently achieving goals set by the Credit Union
- Independently generated over $600,000 in loan dollars each month
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company
- Combined proficient knowledge in loan products with an innate ability to think optimistically and cultivate trustworthy relationships to generate high levels of revenue and return clientele.
Call Center Representative
Heartland Credit Union
03.2018 - 03.2019
- Maintained current customer accounts with accurate manual forms processing and data analytics with 100% accuracy
- Managed high call volumes of 100+ per day while providing exceptional customer support and professional composure
- Identified opportunities for upselling products or services, resulting in an increased revenue generation for the company
- Offered comprehensive product knowledge to customers, empowering them to make informed decisions about their purchases or subscriptions
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times
- Earned a notable reputation for exceeding service standard goals, delivering highly empathetic customer service, and an innate ability to problem solve under pressure.
Closing Server
Brinker International
10.2017 - 01.2019
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality
- Served food and beverages promptly with focused attention to customer needs
- Worked with POS system to place orders, manage bills, and handle complimentary items
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Sales Associate
Sherwin Williams
07.2015 - 10.2017
- Increased sales revenue by building strong rapport and personalized shopping experiences with customers and recommending appropriate products based on their needs
- Conducted product demonstrations to highlight features and redirect objections to positive aspects
- Maintained up-to-date knowledge of all products, store sales, payment policies and security standards
- Assisted in training onboarding staff on company policies, payment handling and closing procedures, product knowledge and comparisons, as well as sales techniques for seamless transactions and increased store revenue
- Served as the Head Associate on the weekends and evenings, and in lieu of management.
Sales Coordinator
Sherwin Williams
01.2016 - 11.2016
- Oversaw warehouse production, procedures, order taking, and fulfillment
- Managed a high volume of large commercial orders (500+ gallons) on a daily basis
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue
- Maintained accurate records of all sales transactions and delivery paperwork
- Retained excellent client satisfaction ratings through outstanding service delivery; recognized and known for a dedicated and fulfilling leadership ability.
Education
Madison Area Tech College
06.2024
Skills
- Loan Origination Systems
- Schedule Management
- Financial Advising
- Strong banking ethics
- Process/Procedures Development
- Database Management
- Relationship Development
- Policy execution & implementation
- Government Documentation Review
- Relationship building and management
- Credit analysis
- Adept at maintaining strict financial controls
- Negotiation & decision-making
- Proactive & driven
- Intentional and personable leader
- Inclusive mentor and job coach
- Symitar Episys
- Salesforce, myTurn
- CUDL (Credit Union Direct Lending)
- MS Office - specifically Excel, Teams, Word, Outlook, PowerPoint, OneNote
- UltiPro, Paycom, Sage software
Pronouns
She/Her/Hers
Personal Information
Title: Office Administrator
Timeline
Office Administrator
Slipstream, Inc.
08.2023 - Current
Home Equity Consumer Loan Processor
At Summit Credit Union
08.2022 - 08.2023
Lending Officer
Slipstream, Inc.
08.2020 - 08.2022
Loan Officer
Heartland Credit Union
03.2019 - 08.2020
Call Center Representative
Heartland Credit Union
03.2018 - 03.2019
Closing Server
Brinker International
10.2017 - 01.2019
Sales Coordinator
Sherwin Williams
01.2016 - 11.2016
Sales Associate
Sherwin Williams
07.2015 - 10.2017
Madison Area Tech College
Similar Profiles
PEGGY HEISCHPEGGY HEISCH
Program Manager at Slipstream, Energy Center Of WisconsinProgram Manager at Slipstream, Energy Center Of Wisconsin
Dawn FeltonDawn Felton
Proposal Manager, Writer/Coordinator at SLIPSTREAM formerly WISCONSIN ENERGY CONSERVATION CORPORATION (WECC)Proposal Manager, Writer/Coordinator at SLIPSTREAM formerly WISCONSIN ENERGY CONSERVATION CORPORATION (WECC)
Jane JohnsonJane Johnson
Quality Assurance and Training Analyst at Slipstream IT, LLCQuality Assurance and Training Analyst at Slipstream IT, LLC
Alisha GhelfiAlisha Ghelfi
Crew Member at Dunkin' DonutsCrew Member at Dunkin' Donuts
Samuel GieseSamuel Giese
Manager/ Lifeguard/Swim Lesson Instructor at High Point Swim ClubManager/ Lifeguard/Swim Lesson Instructor at High Point Swim Club