Summary
Overview
Work History
Skills
Timeline
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GINGER FRANCISCO

Lynnwood

Summary

Documentation professional with 9 years of experience in Commercial Banking. Known for focus on team collaboration, adapting to changing needs, and delivering high-quality results. In addition, has been responsible for maintaining a high level of customer service, gathering required data, and providing preliminary assessments on the performance of existing and new accounts. documentation specialist with strong knowledge in finance, team building, sales and loan documentation. Reliable and consistent in meeting deadlines and ensuring accuracy.


Overview

15
15
years of professional experience

Work History

Documentation Specialist

Signature Financial / Flagstar Financial & Leasing
01.2022 - Current
  • Managed multiple high-priority projects with Equipment Sales Officers to ensure all deadlines were met without compromising document quality. Processed preparation and submission of complex loan documentation requests, including loan modifications, commercial lease reviews, and transfer and assumption packages. Conducted regular audits of existing documentation to identify gaps or outdated information, keeping all materials current and relevant. Coordinated with external vendors to acquire necessary documentation for product integration in able to expedite wire fundings.

LEGAL ASSISTANT

Bohooff Law
06.2021 - Current
  • Professional assistant with a comprehensive command of legal, office, administrative and clerical support functions combined with a knowledge of legal documents, court filings and legal procedures. Assists clients with scheduling medical examinations appointments, gather and review medical reports and insurance information.

RELATIONSHIP ASSOCIATE

Wells Fargo Bank
02.2016 - 10.2020
  • Worked hand in hand with a relationship team to consolidate, analyze, and interpret customer activity in support of customer retention. Provided knowledge on Treasury Management products, payment services and related business such as executing loan documentation, covenants and closing processes. Experience with compliance including risk management, governance, and regulatory reporting while establishing new accounts; process and procedures.

PERSONAL BANKER

Wells Fargo Bank
11.2014 - 02.2016
  • Assessed clients' financial situations to develop strategic financial planning solutions. Handled inquiries on banking products including checking, savings, loans, and lines of credit. Advised clients on mortgage, educational and personal loans.

BANK TELLER

Wells Fargo Bank
09.2013 - 11.2014
  • Cash handling: Accurately process customer cash, check, transfer, and statement transactions, with a balanced or reconciled drawer. Maintained appropriate cash limits, cashed checks, established deposits and issued cashier's checks, cash orders, money advances and fund transfers. Focused on customer service: quickly and effectively solved customer challenges while helping them find the right solutions for their banking needs.

SALES ASSOCIATE

Nordstrom
06.2010 - 06.2013
  • Operated a cash register for cash, check and credit card transactions. Handled all customer relations issues in a gracious manner and in accordance with company policies. Resolved all customer complaints in a professional manner while prioritizing customer satisfaction. Worked with the management team to implement the proper division of responsibilities.

Skills

  • Team building
  • Attention to detail
  • Commercial Banking
  • Loan Portfolio Analysis
  • Customer-oriented
  • Strong customer relations
  • Strong interpersonal skills
  • Relationship Building
  • MS Windows proficient
  • Strong client relations
  • Goal-oriented
  • Sales experience

Timeline

Documentation Specialist

Signature Financial / Flagstar Financial & Leasing
01.2022 - Current

LEGAL ASSISTANT

Bohooff Law
06.2021 - Current

RELATIONSHIP ASSOCIATE

Wells Fargo Bank
02.2016 - 10.2020

PERSONAL BANKER

Wells Fargo Bank
11.2014 - 02.2016

BANK TELLER

Wells Fargo Bank
09.2013 - 11.2014

SALES ASSOCIATE

Nordstrom
06.2010 - 06.2013

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GINGER FRANCISCO