Frankie Wanamaker
San Diego,CA
Summary
Driven and passionate Bank Loan Officer with years of experience in corporate banking seeking an exciting opportunity. Thrives in fast paced and competitive environments while focusing on strategy, efficiency, and creativity in my work. A work ethic that provides the best possible results by using a unique vision and strategic mindset. Experience in asset allocation, process improvement and client relations.
Overview
6
6
years of professional experience
Work History
Bank Loan Officer
State Street
San Diego, CA
11.2022 - Current
- Manage production activities for two associates and host monthly performance calls
- Primary contact and key escalation point for operational issues, provide expertise to resolve daily problems
- Create comprehensive training materials for new staff members focusing on loan processing protocols
- Assist with compliance/fiduciary reviews and audits
- Coordinate the implementation of new funds, systems and processes
- Responsible for identifying any unusual transaction activity and must report in accordance with corporate guidelines
- Maintain relationships with external vendors providing services related to the loan operation process
Banking Operations Specialist - Loans
Credit Suisse
Raleigh, NC
11.2021 - 11.2022
- Significant experience with various loan operations while managing a full portfolio of clients
- Maintain records of all loans including associated fees and payment dates
- Process loan documentation requests from internal and external customers
- Monitor workflow and system input to ensure compliance with departmental procedures
- Communicate with lenders to coordinate loan closing and funding details
- Reconciling, balancing, and adjusting GL accounts and client accounts as effected by the transaction process
Operations Analyst 2
Fidelity National Information Services, FIS
Raleigh, NC
06.2018 - 10.2021
- Conducted research and analysis for public and privately traded companies for mergers and acquisitions
- Managed $10M+ in daily trade flow requests for clients (largest client responsible for $6.2T)
- Collaborated with team of 7 to resolve daily trade breaks, client inquiries and trade desk clarifications
- Led the transition of multiple client processes from manual to automation
- Analyzed trade flow behavior by examining allocation files, P&L statements and reconciling against exchange reports
- Conducted statistical analysis and statement spreads for potential process improvement projects.
Education
B.S.B.A of FINANCE - Finance
East Carolina University
Greenville, NC05.2018
Skills
- Asset Allocation
- Process Improvement
- Problem Solving
- Communication Skills
- Relationship Building
- Workload Management
- Portfolio Management
- Banking regulations
- Loan Servicing
- Loan IQ
- Wall Street Office
- Bloomberg Terminal
- Microsoft Excel
- Data Processing
Timeline
Bank Loan Officer
State Street
11.2022 - Current
Banking Operations Specialist - Loans
Credit Suisse
11.2021 - 11.2022
Operations Analyst 2
Fidelity National Information Services, FIS
06.2018 - 10.2021
B.S.B.A of FINANCE - Finance
East Carolina University
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